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© 2013 Cisco and/or its affiliates. All rights reserved. 1 Cisco Confidential Tracking TMP Status with the Partner Program Intelligence Tool Drive Profitability with Cisco Incentives September 2013

Tracking TMP Status with the Partner Program Intelligence Toolmedia.gswi.westcon.com/media/Westcon south africa... · •PPI is a part of the Partner Program Portal (PPP) •PPP also

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Page 1: Tracking TMP Status with the Partner Program Intelligence Toolmedia.gswi.westcon.com/media/Westcon south africa... · •PPI is a part of the Partner Program Portal (PPP) •PPP also

© 2013 Cisco and/or its affiliates. All rights reserved. 1 Cisco Confidential

Tracking TMP Status with the Partner Program Intelligence Tool Drive Profitability with Cisco Incentives

September 2013

Page 2: Tracking TMP Status with the Partner Program Intelligence Toolmedia.gswi.westcon.com/media/Westcon south africa... · •PPI is a part of the Partner Program Portal (PPP) •PPP also

© 2013 Cisco and/or its affiliates. All rights reserved. 2 Cisco Confidential © 2013 Cisco and/or its affiliates. All rights reserved. 2 Cisco Confidential

Agenda

• What is the Partner Program

Intelligence Tool?

• Benefits

• Reporting Capabilities

• Step-by-Step Instructions

• Q&A

Page 3: Tracking TMP Status with the Partner Program Intelligence Toolmedia.gswi.westcon.com/media/Westcon south africa... · •PPI is a part of the Partner Program Portal (PPP) •PPP also

© 2013 Cisco and/or its affiliates. All rights reserved. 3 Cisco Confidential

Partner Intelligence (PPI) is a next-generation reporting tool you can

use to view the current status of your trade-in return materials

authorization (RMA).

• PPI is a part of the Partner Program Portal (PPP)

• PPP also contains other tools such as Partner Program Enrollment (PPE) which you used to enroll in the TMP program

• You may already use PPI for other incentive programs – now you can find the same information for TMP

Page 4: Tracking TMP Status with the Partner Program Intelligence Toolmedia.gswi.westcon.com/media/Westcon south africa... · •PPI is a part of the Partner Program Portal (PPP) •PPP also

© 2013 Cisco and/or its affiliates. All rights reserved. 4 Cisco Confidential

• Track past and present TMP utilization

• Review status of your trade-in RMA allowing you to see what items are listed as:

Open – trade-in items not yet returned

Closed – all trade-in products received by Cisco

• Follow-up with customers and hold them accountable for returning trade-in equipment

Page 5: Tracking TMP Status with the Partner Program Intelligence Toolmedia.gswi.westcon.com/media/Westcon south africa... · •PPI is a part of the Partner Program Portal (PPP) •PPP also

© 2013 Cisco and/or its affiliates. All rights reserved. 5 Cisco Confidential

• Filters can be adjusted to focus report data

Report Trade-in RMA data by fiscal quarter or fiscal year

• Ability to download trade-in RMA data in Excel

• Downloaded data can be sorted based on preference for use in analytics

Page 6: Tracking TMP Status with the Partner Program Intelligence Toolmedia.gswi.westcon.com/media/Westcon south africa... · •PPI is a part of the Partner Program Portal (PPP) •PPP also

6 © 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

Step-by-Step Instructions

Page 7: Tracking TMP Status with the Partner Program Intelligence Toolmedia.gswi.westcon.com/media/Westcon south africa... · •PPI is a part of the Partner Program Portal (PPP) •PPP also

© 2013 Cisco and/or its affiliates. All rights reserved. 7 Cisco Confidential

• Access Partner Program Intelligence (PPI) at www.cisco.com/go/ppi and log in

using your Cisco CCO username and password

• Click the TMP Reports tab

• You will only see data specific to you as a Cisco partner

• This reporting applies only to your trade-in RMA returns under the Technology Migration Program (TMP)

Page 8: Tracking TMP Status with the Partner Program Intelligence Toolmedia.gswi.westcon.com/media/Westcon south africa... · •PPI is a part of the Partner Program Portal (PPP) •PPP also

© 2013 Cisco and/or its affiliates. All rights reserved. 8 Cisco Confidential

1

2

3

4

1. Use the above filters to focus your search 1

2. When selecting filters, use the Directional Arrows to add or remove content

2

5

3 Click the Go button to run the selected search

Click OK to lock in filter updates

4

5 Click the Go button to run the selected on-screen report

Page 9: Tracking TMP Status with the Partner Program Intelligence Toolmedia.gswi.westcon.com/media/Westcon south africa... · •PPI is a part of the Partner Program Portal (PPP) •PPP also

© 2013 Cisco and/or its affiliates. All rights reserved. 9 Cisco Confidential

2

3

4

1

1. This is data specific to the previously selected filters 1

2. Tip: Click on the to view column header definitions 2

3. Click on Download to export the screen data to an Excel spreadsheet

3

4. Click on Request Report via an email to receive a TMP Detailed Report

4

Page 10: Tracking TMP Status with the Partner Program Intelligence Toolmedia.gswi.westcon.com/media/Westcon south africa... · •PPI is a part of the Partner Program Portal (PPP) •PPP also

© 2013 Cisco and/or its affiliates. All rights reserved. 10 Cisco Confidential

1 2 3

4

5 1. Select desired filters 1

2. You can only select one quarter at

a time (as many reports as needed)

2

3. You can select an entire fiscal year for one report (don’t select any quarters) 3

4. Click GO to request the report 4

5. A Request Successful screen will show when you have submitted correctly Note: If you don’t see this screen message go to Step 4 and click GO again.

5

Page 11: Tracking TMP Status with the Partner Program Intelligence Toolmedia.gswi.westcon.com/media/Westcon south africa... · •PPI is a part of the Partner Program Portal (PPP) •PPP also

Thank you.