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Siebel CRM Partner Relationship Management Administration Guide
Siebel Innovation Pack 2015
E24800-01
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Oracle Business Intelligence Enterprise Edition Partner Reports

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 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:

Siebel Partner Analysis

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.

Viewing Available Oracle Business Intelligence Enterprise Edition Reports

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 

  1. Navigate to one of the following screens:

    • Executive Analytics

    • Commerce Analytics

    • Marketing Analytics

    • Partner Analytics

    • Sales Analytics

    • Service Analytics

    • Segmentation Analytics

    • Partner Marketing Analytics

  2. Select the categories of the reports you want to view.

Siebel Portal Analytics

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 

  1. The partner navigates to one of the following PRM Analytics screens:

    • Executive Analytics

    • Sales Analytics

    • Service Analytics

    • Marketing Analytics

    • Commerce Analytics

    • Training Analytics

  2. The partner selects a report category on that screen.