Where can I find the Usage/ROI Report in PIT?

Here are the instructions on how to pull the Usage Report when you log into the Partner Incentive Tool (PIT) using your PM credentials.

You can now find a very comprehensive and useful user activity report from within the PM Estimate dashboard.  The new report enables you to track your user’s PIT usage and potential gains made available to your organization through Estimate analysis.  You can pull this report out of the PIT as often as you like and use it to measure your PIT effectiveness.

To pull the report after you log into the PIT, follow these three easy steps:

  1. Select the Estimate dashboard
  2. Set the ‘Modified in the last’ to 30D (30-days), and
  3. Click the Export icon

The PIT generates an Excel usage report for the Estimates modified in the last 30-days (the date range you selected) of user activity that includes a Summary of net benefits plus an Estimate-by-Estimate analysis breakdown provided by the PIT/MAT usage.