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Partner Incentive Tool v2.1

(Released January 7, 2019)

Watch the video on the updates in the PIT portal: Go to "?" > Tutorials

We continue to make improvements to PIT and MAT to increase your success with these tools. PIT users have complimentary access to MAT for a limited period of time.  The most recent updates to both of these products include:

  • Partner Incentive Tool Updates
    • Enhanced Control & Visibility for SKU-Detail Pane.
      • Sorting for all columns – You can now click on the column header to initiate the column sort.
      • Collapse and Expand control for SKU details – In the bottom pane the default view is collapsed showing Parent SKUs only, but you can expand to show all SKU levels.
      • To Expose or Hide Children SKU Promotion and Incentive associations:
        • Click the + next to the Index column to expose ALL children SKUs.
        • Click the + next to the Parent line number to expose only children SKUs for the selected Parent SKU.
    • New CCW/PIT Sync Notification
      • Standard Sync Process - The Partner Incentive Tool uses an automated background sync process to ensure the copy of your Estimates stored in the PIT match those stored inside your CCW repository.
      • New Out-of-Sync Alert – An alert may occur for Analyzed Estimates when a team member changes the underlying Cisco Estimate on CCW sometime after you Analyzed the Estimate.
        • You will see a notification on the main PIT Screen which will change the green money bag icon found under the information column to yellow.
        • This will result in PIT removing the Average Analyzed Discount % and the Total Analyzed Price.
        • To correct you will need to Re-analyze the effected Estimate:
          • Open the Estimate and re-examine your options. Then make your select and click Close.
          • The Estimate money bag icon will revert to green
  • Margin Analysis Tool Updates include Enhanced Summary and SKU Detail Panes
    • Review Summary Screen is now divided into sections:
      • Cisco – Highlights SKU List prices
      • Partner – Details the SKU Cost prices
      • Customer – Shows the SKU Sales prices
      • Partner Margin – Describes the deal’s GM% and profits set by the price discounts or margin targets
    • Sorting for all columns – You can now click on the column header to initiate the column sort.
    • Collapse and Expand control for SKU details – In the bottom pane the default view is collapsed showing Parent SKUs only, but you can expand to show all SKU levels.
      • Blended cost discounts roll up to the Parent SKU when collapsed.
    • To Expose or Hide Children SKU Promotion and Incentive associations:
      • Click the + next to the Index column to expose ALL children SKU cost, price, and margin details.
      • Click the + next to the Line number to expose only children SKU cost, price, and margin details.
    • Hide $0 Price SKUs - To suppress $0 SKUs enable Hide Zero Prices which simplifies the view of the lower detail display pane.
  • General PIT & MAT Improvements providing a faster response for several areas:
    • Initial application launch
    • Analyzing an Estimate in the PIT
    • Launching the MAT post PIT analysis
    • Moving back to the PIT post MAT analysis