Channel Sales Manager Infolet Page

You can tailor the Sales Infolets page for Channel Sales Managers. First, you must enable the Sales Infolets page and add infolets to it.

Then, Channel Sales Managers can use this page to get a quick snapshot of opportunities and team performance, and see where they need to focus for best results.

Below are the infolets available for Channel Sales Managers, as well as instructions on how to add infolets to the Sales Infolets page.

Channel Sales Manager Infolets and Detailed Reports

The following table lists the Channel Sales Manager analytics that you can add to the Sales Infolets page. This table also includes the location of the infolets and the corresponding detail reports (dashboards) that are used for these infolets.

Infolet Title	Infolet Contents	Location
Actual vs. Quota	Tile: Actual vs. Quota: For the current quarter, this infolet shows the total quota assigned to the logged-in Channel Sales Manager and his subordinates, along with the actual revenue won by the partners of the Channel Sales Manager. Detail: Actual vs. Quota for Channel Sales Manager The detail report includes a gauge that displays the percentage of quota attained in the current quarter.	Tile: /Shared Folders/Sales/Embedded Content/Channel Sales Manager Detail: /Shared Folders/Sales/Embedded Content/Channel Sales Manager/Dashboards
Top Open Opportunities	Tile: Top Opportunities This infolet shows the top open opportunities (Win Probability > 70%) in the pipeline by count and amount. This analysis is filtered to display opportunities with partners owned by the logged-in Channel Sales Manager and his subordinates. Detail: Top Open Opportunities for Channel Sales Manager The detail report uses key information such as Win %, Name, Customer, Partner, Sales Stage, Close Date, Amount, and Resource (name of subordinate).	Tile: /Shared Folders/Sales/Embedded Content/Channel Sales Manager Detail: /Shared Folders/Sales/Embedded Content/Channel Sales Manager/Dashboards
Stalled Opportunities	Tile: Stalled Opportunities This infolet shows opportunities expected to close in the current quarter that are stuck in the pipeline. Stalled is defined as open for a time period longer than the average duration of the sales stage. This infolet also filters opportunities with partners owned by the logged-in Channel Sales Manager or any of his subordinates. Detail: Stalled Opportunities for Channel Sales Manager The detail report uses key information such as Win %, Name, Account, Sales Stage, Days (stalled), Close Date, Amount, and Partner.	Tile: /Shared Folders/Sales/Embedded Content/Channel Sales Manager Detail: /Shared Folders/Sales/Embedded Content/Channel Sales Manager/Dashboards
Open Pipeline	Tile: Open Pipeline This infolet shows the total revenue and the number of open opportunities closing in the current and next quarter from partners owned by the logged-in Channel Sales Manager or any of his subordinates. Detail: Open Pipeline for Channel Sales Manager The detail report displays a chart of opportunities closing in the current quarter grouped by sales stage. The Channel Sales Manager can see open opportunities closing in the next quarter and grouped by partner, and can click each bar on the chart to obtain a detailed list of the related opportunities.	Tile: /Shared Folders/Sales/Embedded Content/Channel Sales Manager Detail: /Shared Folders/Sales/Embedded Content/Channel Sales Manager/Dashboards
Deals	Tile: Deal Registration This infolet shows "pending approval" deal registrations that are submitted by partners who the Channel Sales Manager has access to. Detail: Deal Registration for Channel Sales Manager The detail report uses key information such as Submitted Date, Partner, Customer Deal Size, Close Date, and Deal Number.	Tile: /Shared Folders/Sales/Embedded Content/Channel Sales Manager Detail: /Shared Folders/Sales/Embedded Content/Channel Sales Manager/Dashboards
Team Performance	Tile: Team Performance This infolet shows the name of the top performing resource (subordinate) and the percentage of the quota the resource has attained quarter-to-date. Detail: Team Performance for Channel Sales Manager The detail report displays a chart showing quarter-to-date won revenue and quota, by resource or subordinate. The Channel Sales Manager can choose to compare attainment percentage against quota.	Tile: /Shared Folders/Sales/Embedded Content/Channel Sales Manager Detail: /Shared Folders/Sales/Embedded Content/Channel Sales Manager/Dashboards
MDF	Tile: MDF Requests for CSM This infolet shows "pending approval" MDF requests submitted by partners owned by the logged-in Channel Sales Manager or any of his subordinates. Detail: MDF Detail Report for CSM The detail report uses key information such as Submitted Requests (Amount), Requests Pending Approval (Amount), Approved Requests (Amount), Claims Pending Approval, Approved Claims, and Settled Amount. The Channel Sales Manager can drill down into each amount to obtain a list of the related MDF requests.	Tile: /Shared Folders/Sales/Embedded Content/Channel Sales Manager Detail: /Shared Folders/Sales/Embedded Content/Channel Sales Manager/Dashboards

Add Infolets for the Channel Sales Manager

To add infolets to the Sales Infolets page for Channel Sales Managers:

1. Activate a sandbox, logged in as the Channel Sales Manager.

2. On the landing page, click the Sales Infolet dot and, on the top right corner, click Edit Pages under your user name.

3. Select the Job Role option, and click Channel Sales Manager.

4. Click the Infolet Repository icon on the top right of the page and create or select the infolets to show or hide.

   You can also add any infolets that you already created for the Channel Sales Manager.

5. Click Create Infolet.

6. Update the title of the infolet and then click Save. A new infolet appears on the page.

7. Click Add Content.

8. Navigate to the report location (see table above) and click Add.

9. On the top right corner of the infolet, click the arrow and select Link Detailed Report.

10. Click Add Content and navigate to the detailed report (see table above). Click Add.

11. To add additional infolets, repeat the steps above.