Filters

ChannelXpert v6.2 for better LCI insight and user controls

We are pleased to announce that ChannelXpert v6.2 includes a number of requests Cisco partners have asked us to include to allow users to have better control over the information they see in their dashboard, get better pre-sale LCI Pipeline reports and more. Please continue to share your ideas with your account manager and CSM.

  • Data collection has been transitioned from PPE to PXP in order to display all LCI Activities in ChannelXpert.
    • Users will see a new Column for “Cisco Status” that reports on the current opportunity status for all 15 activity status options from PXP
    • This eliminates the need to sign into PXP to get the status and allows opportunity sorting by status type.

  • New capabilities for the Adopt/Use tab enable users to archive opportunities and add notes
    • CSM’s can hide opportunities they will not be addressing to clear the field and declutter the report, and then easily unhide opportunities if needed.
    • Notes can be added and edited as needed. A best practice is to include the date and name of the CSM assigned, or the person entering the note entry.

  • A refreshed 'Create Plan' link in LCI Adopt provides a better user experience
  • Users of the Pipeline Insight Tool (PIT) can now see a Potential Payout amount for Adopt and Use deals in the LCI Pipeline report. This helps identify deals that meet Adopt or Use Rules and reveals which ones will yield the highest payout.

  • If you need assistance with training with any of the LifecycleXpert features in ChannelXpert, contact sales@netformx.com or your account manager.