Siebel Partner Relationship Management Administration Guide > CHAMP Planning > Process of Using the Siebel PRM CHAMP Planning Module >

Creating CHAMP Metrics

This task is a step in Process of Using the Siebel PRM CHAMP Planning Module.

You must create CHAMP metrics before you create any CHAMP plans.

CHAMP metrics let you categorize CHAMP objectives in ways that let you measure them. For example, if you are going to develop a series of CHAMP plans with different partners to increase sales of a product, you could create a metric named Sales Revenue. Then, when you evaluate partner performance, you can search on the metric field to list the objectives with Sales Revenue as the metric, so you can compare the target and actual performance of your partners.

In CHAMP planning, performance is measured using the Target and Actual value fields of each objective. The metric defines and categorizes objectives, so you can measure and compare the performance of different partners.

You must create all the appropriate metrics before creating any CHAMP plans. Analyze your CHAMP planning program and decide how you want to use metrics to measure and categorize objectives. When you create a specific CHAMP plan, the metrics that you have created are available in the picklist of the Metrics field of the plan's objectives.

Viewing CHAMP Metrics

If you have an ongoing CHAMP planning program, view existing CHAMP metrics before adding any new metrics.

To view CHAMP metrics

1. Navigate to the Administration - Data screen, then the List of Values view.
2. Click Query.

   The Find List of Values form appears.

3. In the Type field, enter CHAMP_METRIC_CD and click Go.

   A list of Metrics of the type CHAMP_METRIC_CD appears.

Adding New CHAMP Metrics

Before you add new metrics, analyze your CHAMP planning program and decide what metrics you need to measure the performance of your CHAMP participating partners.

To add a new CHAMP metric

1. Navigate to the Administration - Data screen, then the List of Values view.
2. In the List of Values list, add a new record.

   The Find List of Values form appears.

3. In the Type field, enter CHAMP_METRIC_CD.
4. In the Order field, enter the order in which this metric is to appear on the list of values in the picklist for the Metric field of Objective records.
5. In the Display Value field, enter the name for this metric that is to appear in the list for the Metric field of Objective records.
6. Click Language Name, and select the language for this record.
7. Other fields are optional and are not generally used in CHAMP planning. Complete the other fields only if you have a special reason to do so.

   This metric is added to the Metrics list.