ChannelXpert v2.6.5

(Released November 26, 2018)

Netformx continues to evolve ChannelXpert to meet the needs of our userbase. We have added several new features to the tool.

View by Country for easier management

Users can now add a country group selection on the Cisco Theatres that that they own. The set up will not roll up to a global view but by country for ease of management.

  1. Go to: Settings > User > Admin user:
    1. Settings:
    2. Update User Country Groups
    3. Country Rebate Analysis

New Actuals to Booking Targets View

We have created a new view that will show Rebate + Your Own Companies Targets to compare actuals against booking targets.

  1. Go to: VIP > Booking report update under Settings > Customer Data Entry
  2. Select: “Edit Selection” to add the numbers. This is all that is needed.
    1. Setting your Rebate Targets
    2. Edit Customer Data Entry
    3. VIP Rebate Summary

Added Actual Rebate in Partner Plus

As of last month Partner Plus partners actual rebates have turned to cash. Users can now have all the information in one place to drive pipeline and see actual rebates.

  1. Users will see in the control room:  “Actual Rewards” + a new report called “Partner Plus Actual Rewards”
  2. Click: Control room “Actual payments” or side menu under “Partner Plus Summary”
    1. Partner Plus Control Room View
    2. Partner Plus Summary