Sales Infolets

The Sales Infolets page provides infolet summaries modified for the roles in your organization. Use this page for on-the-go snapshots of key data. These infolet analyses are available for the simplified UI on mobile, tablet, or laptop browsers.

Clicking an infolet drills down to more detail. To navigate to the Sales Infolets page, click the white navigation dots just below the search field on the Welcome springboard.

Note:

For Channel Account Managers, this Sales Infolets page is already visible and automatically displays prepackaged infolets. You can further modify this page for your Channel Account Managers, if you need to. To see what infolets are available for the Channel Account Manager, see "Channel Account Manager Infolet Page: Explained."

For all other users, you must first enable the Sales Infolets page, and then add infolets to them. For example, see "Channel Sales Manager Infolet Page: Explained."

The Sales Infolets page can be tailored for a specific user, such as the Channel Sales Manager, Partner Sales Manager, or Partner Sales Representative.

Enabling the Sales Infolets page involves three steps:

1. A user with the IT Security Manager role must enable the Sales Infolets page for display to Channel Operations Managers and other users.

2. Channel Operations Managers must copy the analytics to folders they created for all partner users.

3. Using Page Composer, the Channel Operations Managers can now display the analytics on the Sales Infolets page for partner users.

   For Channel Account Managers and Channel Sales Managers, however, they can add/update/remove their own infolets using Page Composer.

Display the Sales Infolets Page

Channel Operations Managers and partners can't see the Sales Infolets page until the IT security manager provides them with access.

To do this, a user with the IT Security Manager role must give them the View Sales Representative Dashboard functional security policy in the Security Console.

Make Reports Visible to Partner Users

Reports are available in the Embedded Content directory.

Before partners can see these reports, Channel Operations Managers must copy them from the Embedded Content directory to a directory they created.

See: "Enabling Partner Access to BI Content: Explained" for more information.

Add Infolets to the Sales Infolets Page

Use Page Composer to add infolets to the Sales Infolets page.

You must have the role for which the infolets are being exposed. For example, if you're exposing an infolet for a Partner Sales Representative, then you must also have the Partner Sales Representative role, yourself.