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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2

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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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3

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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