This chapter covers the following topics:
The Channel Manager Dashboard provides you with a 360-degree view of your partners and activities. It includes three main features:
Key Metrics bin: This section contains charts and graphs that display the sales performance of the partners.
Shortcuts bin: Use these hyperlinks to access notifications, opportunities, and partner-related benefits.
Partner Query tool: Use this to perform advanced partner searches based on profile attributes.
For more information about the Channel Manager Dashboard, see the Partner Management Implementation Guide.
A vendor user's resource role and permissions determine the partner data seen on the Channel Manager Dashboard. The information available in the Key Metrics bin and Sales Performance graphs is determined by the data visibility of the channel team membership or resource group role. A vendor user is assigned to a channel team automatically.
The My Partners area lists the results of a partner search. If the PV: Enable Profile Attribute Security profile option is set to Yes at the site level, the permissions for your role and the attributes assigned to your role affect the actions you can take upon the listed partners.
A Channel Representative can view and update information about the partners that he manages. This includes partner attributes to which this role is assigned.
A Channel Manager can view and update information about the partners he manages and also partners that are managed by channel representatives in his group. This includes partner attributes to which the channel manager role is assigned.
A user that has the PV: View All Partners permission can view and update information about partners that he manages directly, but can only view information about partners managed by other users.
A user that has the PV: Update All Partners permission can view and update information about all partners in the system.
A user that has the PV: Invite New Partners permission can invite an organization to become a partner.
A user that has the PV: Partner View Profile Attribute permission can only view seeded and custom partner profile and performance attributes.
A user that has the PV: Partner Update Profile Attribute permission can view and update seeded and custom partner profile and performance attributes.
Oracle Partner Management provides several seeded Key Performance Indicators (KPIs) on the Channel Manager Dashboard. It is unlikely that most Channel Managers need to view all of them on their dashboard, so a Channel Manager can display only those KPIs relevant to his business needs. The selected KPIs can also be re-ordered.
The personalization is at the user level, so one Channel Manager’s list of KPIs can differ from another's. However, personalization at the Responsibility level is also supported. This enables the administrator to define a subset of KPIs for a specific Responsibility, and a user can further define another subset within that subset.
To customize KPIs, click the Personalize Key Metrics button on the Channel Manager Dashboard and use the shuttle boxes to move the metrics from the Available to the Selected box. You can then rearrange them in the Selected box.
The shortcut bin on the Channel Manager dashboard can be customized either at a Site or Responsibility level. As part of the customization effort, the Administrator can hide, relabel and reorder the links. Additionally, the Administrator can add new links to the bin. These links can point to external sites (for example, www.yahoo.com), internal sites (intranet), or to other areas within the Oracle application.
You can click a shortcut link on the Vendor User dashboard to view the Message Center. The Message Center informs the user about changes that have occurred regarding the application. These updates include information about:
Notifications that have been enabled
Program registration requests
Concurrent requests
Program registration requests and assignments
Vacation information