Siebel CRM Partner Relationship Management Administration Guide Siebel Innovation Pack 2015 E24800-01 |
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The Siebel PRM Manager and Siebel PRM Portal use Oracle Business Intelligence Enterprise Edition to provide a variety of different types of reports.
For more information about Oracle Business Intelligence Applications Fusion Edition, formerly known as Siebel Business Analytics Applications, see the relevant documentation for the version of the software that you are running:
For versions earlier than 7.9, see Oracle's Siebel Business Analytics Applications documentation.
For versions 7.9 or later, see the Oracle Business Intelligence Applications Fusion Edition documentation.
For more information about the analytics platform on which your analytics application runs, see the relevant documentation for the version of the platform that you are running:
For versions earlier than 10.1.3.2, see Oracle's Siebel Business Analytics Platform documentation.
For versions 10.1.3.2 or later, see the Oracle Business Intelligence Enterprise Edition documentation.
Siebel Partner Analysis includes predefined reports that you can use to gain insight into your company's and partners' performance. It also includes the ability to create ad hoc reports so you can produce the reports you need.
Oracle Business Intelligence Enterprise Edition's predefined reports cover most business reporting needs.
The following is a scenario showing how a marketing manager, channel manager, or other executive at the brand owner company might use Siebel Partner Analytics to analyze partner performance:
The channel manager at a brand owner company wants to evaluate performance of partner organizations, in order to find out the following:
Which partners are bringing in the most revenue
Which types of partners are bringing in the most revenue
Which partner tiers have the highest margins and the greatest sales volume
Which products and product lines partners are selling
Which partners are closing deals most quickly
Which partners are responding to service requests quickly
Which partners are creating the most quotes
Which partners are engaging in the most (or fewest) activities for each deal
Which partner territories have the greatest number of opportunities
Which partners have the greatest expected revenue this quarter
In the Siebel PRM Manager, the brand owner's channel manager navigates to the Partner Analytics screen to view available prebuilt reports. The brand owner clicks on the view tab for the report category to display a list of reports in that category, and then clicks on a report link to bring up that report with charts.
The brand owner can analyze information further by using filters based on business objects. For example, if all partners are displayed in the report initially, the brand owner can analyze information by partner type (such as reseller, consulting partner, VAR), tier (such as Platinum, Gold, Silver), and territory. The brand owner also can analyze information by account, product, month, quarter, and year.
If there is not a prebuilt report that displays the information the brand owner wants, the brand owner can click the Ad Hoc Analysis view tab to create a new report. This view includes drag-and-drop tools used to develop the new report.
In addition to Partner Analytics, the Siebel PRM Manager has several screens with Oracle Business Intelligence Enterprise Edition reports for a variety of purposes. Visibility to these analytics screens and views depends a user's responsibility, so all users might not see all screens.
Use the following procedure to view available Oracle Business Intelligence Enterprise Edition reports.
To view available Oracle Business Intelligence Enterprise Edition reports
Navigate to one of the following screens:
Executive Analytics
Commerce Analytics
Marketing Analytics
Partner Analytics
Sales Analytics
Service Analytics
Segmentation Analytics
Partner Marketing Analytics
Select the categories of the reports you want to view.
Oracle's Siebel PRM Portal provides Oracle Business Intelligence Enterprise Edition reports for your partners which they can use to analyze their performance in sales, service, marketing, commerce, and training.
The PRM Portal Analytics incorporates visibility rules to make sure that one partner does not have access to another partner's reports.
The PRM Portal Analytics screens and views visible to the user depends on the user's responsibility, so all users might not see all of these views.
To view available Oracle Business Intelligence Enterprise Edition reports
The partner navigates to one of the following PRM Analytics screens:
Executive Analytics
Sales Analytics
Service Analytics
Marketing Analytics
Commerce Analytics
Training Analytics
The partner selects a report category on that screen.