Dashboard Overview: PRM Admin - Mindmatrix Bridge (Version 5)
1. Web Banner & Welcome Message - This can serve as a web banner or a welcome message for clients. Messages can be customized to anything as per client expectations.
2. Partner Engagement Scores - This widget provides a breakdown of the total engagement of partners and users. Additionally, the Hot Leads (most active partners of the week), Highly active, Medium activity, Low activity, and Not sure represent low to zero activity.
3. Quick Actions - These quick links give you access to some of the key features within the PRM platform.
4. Partner Activity and Organization Stats - When are users logging in, registering opportunities, sending emails or completing other activities? How are partners working inside and outside of the platform?
5. Partner Activity - This covers the total number of users logging in for that week, the number of opportunities created, the number of deals created, and the total number of certifications achieved by the partners on the LMS side are all included here.
6. Last 5 User Communications - In accordance with its name, it provides information about the last five email communications or campaigns you have sent.
7. Asset Score Report - This report illustrates the usage of your assets in the portal.
Hot: these are the most frequently used assets
High: Widely used
Medium: Assets that have been used more than a few times
Low: Some assets need to be reworked or pushed in order to increase their visibility.
9. User Report - Shows all the user reports through user smartlist you have generated example, total completed events form, Total deal registration in the last six months etc.
10. Organization Report - Displays all organization reports you have generated through your organization smartlist, for example, the total organization in a particular geographical area.
11. Partner Leaderboard - Who are your top-performing partners? View in-depth details on your best performers on the dashboard.
12. Onboarding Stats Widget - The Onboarding Status widget is accessible for CAMs and Corporate PRM Admin dashboards. Users can click on the dropdown to select the onboarding playbook for which they want to view the status. The default display will show the name of the most recent playbook.
Playbook Stats:
For each selected onboarding playbook, the following stats will be available:
Completed: Number of partner users who have completed the selected playbook.
In Progress: List of partner users who have started the onboarding playbook but have not completed it.
Not Started: List of partner users who have not yet started the assigned playbook.
Additional Information:
Clicking on the numbers for each stat will provide more details about the onboarding playbook:
Clicking on "Number of Completed" will open a modal window with partner names, organization names, and completion dates.
Clicking on "InProgress" will display a grid with partner names and organization names.
Clicking on "Not Started" will list organizations and partner users who have not started the assigned/shared onboarding playbooks.
13. Training Stats Widget - The Training Stats widget will show the total number of courses, Curriculum, and certifications available to the organization and users who have completed them.
14. Campaigns Report - This widget will display the Campaign report including Social media link clicked report.
For a detailed campaign report, please navigate to installURL/#manage/campaigns.
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