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Tracking TMP Status with the Partner Program Intelligence Tool Drive Profitability with Cisco Incentives
September 2013
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Agenda
• What is the Partner Program
Intelligence Tool?
• Benefits
• Reporting Capabilities
• Step-by-Step Instructions
• Q&A
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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
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• 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
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• 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
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Step-by-Step Instructions
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• 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)
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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
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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
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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
Thank you.