total program view
TRANSCRIPT
Total Program ViewMetrics Dashboard TrainingPartner Experience Transformation
• Introduction and Enhancements
• Accessing Total Program View
• Accessing Dashboards
• Metrics Dashboard
• Available Resources
• Support and Next Steps
Contents
Total Program View (TPV) consolidates data from multiple sources for a single view of Partner programs. TPV will be the primary source for Partners and Cisco to obtain status of ongoing program performance in terms of bookings metrics and payments.
Introduction
Benefits of the Metrics Dashboard
Metrics
Dashboard
• Reconcile CSPP Metrics
• Attach rate, renewal rate, service
request and return mail
authorization ratios
• Consistent data across metrics
and rebates for past and
current quarters
Total Program View Access
Total Program View Access
Click the Global Navigation Bar icon, then select
Programs and Payments
Login with your Cisco credentials
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Welcome to Total Program View
From On-boarding & Administration select Programs and Payments from
the Global Navigation Bar
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http://www.cisco.com/go/tpv
Select a dashboard from
the menu
Help and Training can be found here
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Total Program View Dashboard AccessHow do I access Total Program View in non-current versions of Internet Explorer?
Change browser security settings to view Total Program View in non-current versions of internet explorer.
Internet options -> Security -> Internet -> Custom Level -> Miscellaneous -> Allow Data Sources
Across Domain
Internet Options -> Security -> Trusted Sites -> Custom Level -> Miscellaneous -> Allow Data Sources
Across Domain
Go to Settings ->Internet Options -> Click on Trusted Sites and add https://cebi.cisco.com/
Go to settings ->Internet Options -> Click on Privacy -> Click on Advanced -> Check the box for
“Override Automatic Cookie Handling” with “First Party Cookies” as ACCEPT and “Third Party
Cookies” as ACCEPT checked and “Always Allow Session Cookies" checked.
Total Program View Dashboard Access
Total Program View Dashboard AccessHow do I access the Metrics Dashboard?
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From any screen select the < symbol to
view the navigation menu
Select Metrics to be automatically
redirected to your Metrics Dashboard
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Help and Training materials are
available for each dashboard 3
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Metrics DashboardHow can I view metric information from a specific time?
How can I view all of my metrics at a high level?
How can I find out about my delivery metrics?
How can I get additional reporting information?
Metrics DashboardFilter Metrics
View Score Card
View Delivery Metrics
Download Detailed Reports
Topics are hyperlinked for simple training navigation
Metrics OverviewHow can I view all of my metrics in one place?
Metric Definitions and AlertsClick the “call-out icon” to open a
window with the respective metric
definition for quick reference
Take note of yellow notifications at
the top of the tool.
Exporting OverviewWhat two ways can I export data?
Click Export at
the bottom of the
desired table
Make a selection, and the
data will download to the
specified location
At the top of your screen,
Click Export to Excel to
export the entire dashboard
Export by Table Export by Dashboard
Filter MetricsHow can I view Metric information from a specific time?
Click to Return to
Training Topics
Filter MetricsHow can I view Metric information from a specific time?
Select desired month, click
Apply
The Metrics data will automatically
update in the tables reflecting your
Month selection, after you click
Apply
View Score CardHow can I view all of my Metrics at a high level?
Click to Return to
Training Topics
Score Card OverviewHow can I view all of my metrics at a high level?
Score CardHow can I get more information about my Projected Rebate Percentage?
Click the Projected Rebate Percentage to view
a detailed pop-up
View your Product Coverage and Service
Delivery information
View Delivery MetricsHow can I find out about my delivery metrics?
Click to Return to
Training Topics
Delivery Metrics OverviewHow can I find out about my delivery metrics?
Delivery Metrics
The Measurement Period to Date table breaks down the ratio for delivery
metrics such as service requests and return material authorization
How can I find out about my delivery metrics?
Delivery Metrics
Notice the call-out about a
pending Metrics decision
How can I find out about my delivery metrics?
Download Detailed ReportsHow can I get additional reporting information?
Click to Return to
Training Topics
Detailed ReportHow can I get additional reporting information about some Summary Reports?
Select desired Report
format, Click Submit
Click Request Report
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Check your email for the
requested report
Training
• Training by dashboard can be found here.
• A recording from a live training session can be found here.
Quick Reference Guides
• Quick Reference Guides for each dashboard can be found here.
Videos on Demand
• Videos on Demand for each dashboard can be found here.
Support
• If you need additional support, please log a case with Cisco Partner Experience.
Available Resources