Create Partner Business Plans and Objectives

Channel managers can create new business plans manually or by copying an existing business plan.

Manually Create Partner Business Plans and Objectives

Channel managers can use these steps to manually create a partner business plan and add objectives to it.

Sign in with your channel manager credentials.
From your Partner Management work area, click Partners.
From your list of partners, search for and select the partner you want to create a business plan for.
On the partner Summary page, click the Business Plans tab.
Click Create Business Plan.
Provide a name for your business plan.
From the Period fields, select the appropriate period for your business plan.
If the Owner field is not already populated, select the owner of the business plan.
From the Status list, select the status for your business plan.
Click Save and Continue.

An Objectives area appears on the Business Plan page.
Click Create Objective.
Provide a name for the objective.
Use the Period fields to set the appropriate period for the objective.
From the Type list, select the type for the objective.
Depending on your selection from the Type list you see either Quantity or Amount for Unit of Measure, which is a read-only field. If the Unit of Measure is Amount, you must select the currency, such as, USD.
If you want to set an objective target, you can enter it in the Target field.
Click Save and Continue to open the Objective summary page where you can edit or split the objective, or click Save and Close to save the current objective and add another objective to the business plan.

Channel managers can use these steps to create a partner business plan by copying an existing business plan.

Sign in with your channel manager credentials.
From your Partner Management work area, click Partners.
From your list of partners, search for and select the partner you want to create a business plan for.
On the partner Summary page, click the Business Plans tab.
Search for and select the business plan you want to copy to create your new business plan.
From the Actions menu on the Edit Business Plans page, select the Copy action.
In the New Business Plan Name field, provide a name for your new business plan.
If you want to also copy the objectives to your new business plan, click the Include Objectives check box.
Save your work.