Blogs

Less Than Three Weeks Left: Is Your Cisco 360 Business Ready for Fiscal Year-End?

Jacob Ukelson, D.Sc.

CTO of Netformx

As Netformx CTO, I work with key stakeholders and executives to convert their needs and challenges into Netformx solutions. I’m responsible for overseeing all Netformx technologies. Throughout my two-decade-long career, I have pioneered technologies that overcome customer challenges, integrate seamlessly with the business, and are an organizational asset instead of…
More about Jacob Ukelson, D.Sc.

Less Than Three Weeks Left: Is Your Cisco 360 Business Ready for Fiscal Year-End?

Cisco’s fiscal year ends on July 25, leaving partners with less than three weeks to maximize this year’s performance and prepare for the opportunities ahead.
If you’re waiting until the final week of the fiscal year to evaluate your business, you’ve probably waited too long.

Now is the time to ask a few important questions:

Are the deals expected to close before July 25 optimized for maximum CPI?
Do you know where your Cisco 360 Partner Value Index (PVI) stands across your portfolios?
Have you identified the highest-value Adopt, Expand, Renew, and Refresh opportunities to carry into the new fiscal year?

The answers to these questions can have a direct impact on both your year-end profitability and your momentum heading into FY2027.

Cisco Introduced New CPI Opportunities

Cisco’s June 24, 2026 CPI update included two significant changes that partners should review before the fiscal year closes.

1. Networking Q4 Accelerator

Cisco has introduced a temporary Q4 accelerator that increases CPI rebate rates from 3% to 9% on 77 eligible SD-WAN and Meraki SKUs for qualifying deals that close after the Q3 period ends.

For partners already selling these solutions, this creates an opportunity to significantly increase profitability simply by ensuring eligible deals are structured correctly and close during the qualifying period.

2. Expanded Services Rebate Eligibility

Cisco also added more than 15,000 new Service SKU-to-GSP mappings covering recently introduced platforms, including:

Catalyst 8000 Gen2
UCS M8
Nexus 9000 Gen2
Industrial Routers

These mappings ensure attached service contracts are properly recognized for CPI Services rebates, allowing partners to capture incentive opportunities that previously may have been unavailable.

Don’t Stop at CPI

These CPI changes are important—but they’re only part of the picture.

Cisco 360 rewards partners across the entire customer lifecycle. That means your profitability is influenced not only by how you quote a deal, but also by how successfully you drive customer outcomes after the sale.

Before July 25, every Cisco partner should take a final look at:

Current PVI performance across Cisco portfolios.
Open opportunities that could benefit from the latest CPI updates.
Customers ready for Adopt, Expand, Renew, or Refresh engagements.
Accounts where Discovery or installed-base intelligence can uncover additional services and modernization opportunities.

A year-end review isn’t just about improving this fiscal year’s results. It’s about entering the new fiscal year with a prioritized plan for growth.

From Deal Analysis to Customer Action

To support Cisco 360, Netformx Pipeline Insight Tool (PIT) has evolved and is now available as the Deal Analysis module within the AssetXpert™ platform.

By combining pre-sales deal analysis with Cisco 360 post-sale data, installed-base intelligence, and Discovery insights (where available), partners gain a complete view of each customer—not just the Bill of Material.

Instead of optimizing a single quote in isolation, teams can understand how today’s opportunity fits into the customer’s broader lifecycle and identify the next best actions to maximize profitability over time.

Finish This Fiscal Year Strong

Cisco’s fiscal year only ends once—but the actions you take before July 25 can influence your profitability well into the next one.

Whether you’re reviewing your current PVI position, optimizing deals with the latest CPI updates, or identifying lifecycle opportunities across your customer base, having the right data—and turning it into action—can make all the difference.

Netformx AssetXpert™ helps Cisco partners turn Cisco 360 data into a prioritized playbook for action. Combined with the integrated Deal Analysis module, your sales, services, customer success, renewals, and operations teams can work from the same customer intelligence to maximize profitability across the entire customer lifecycle.

Before July 25, take one final look at your Cisco 360 performance and make sure you’re entering the new fiscal year positioned for success. Contact Netformx at sales@netformx.com or request a demo to see how AssetXpert can help maximize Deal Lifetime Value.