Platform Engagement

Platform Engagement Dashboard

What it Delivers: A snapshot of how many partners use the platform - and for what purposes.

Why You Care: At a glance, you can see and rank the level of engagement.

Designed For: Channel Sales, Channel Marketing & Channel Operations Mangers.

The Trend Dates default to the last 6 completed months. Example: If the report is run on 5 Jan, the report would return data for 1 June through 31 December of the previous year. You can change the date range under Filters.
The count of partners is either a count of organizations or locations, based on an Administration setting.
Only approved locations are included.

Total Locations - This report displays the overall number of locations currently active in the platform.
Total Users - This report displays the overall number of users currently approved to use the platform.
Partner User Approved (Trend) - This report displays the overall number of partner users currently approved to use the platform.
Users Logged In (Trend) - This report demonstrates the total and monthly number of portal logins. Every login is counted regardless of how many repeat visits a use may make.
Pages Visited (Trend) - This report displays the count by month of total pages visited
Training Started & Passed (Trend) - This bar graph compares the number of modules started, modules completed, and certifications achieved by month during the defined time period.
Course Started & Passed (Trend) - This report displays courses started and those that we passed.
Lead Funnel (Trend) - This report displays the number of activities for each activity type in the Lead Funnel.
Deals Registered & Converted (Trend) - This bar graph compares the monthly total of deals registered and converted for the time period. You can quickly see how many deals were registered and converted.
Deals Registered vs Leads Converted (Trend) - This doughnut displays shows the trend for deals registered and leads converted.