Deal Analysis Software to Optimize CPI

AssetXpert™ Deal Analysis

Optimize Every Deal. Maximize Deal Lifetime Value.

Cisco 360 Changed the Economics of Every Deal

Winning the quote is no longer enough.

Under Cisco 360, the initial sale is only the beginning of the revenue opportunity. Today’s most profitable partners don’t just optimize the Land rebate during the pre-sales stage—they understand how every opportunity can drive future Adopt, Expand, Renew, and Refresh revenue.

AssetXpert Deal Analysis (formerly known as the Pipeline Insight Tool – PIT) helps Cisco partners engineer profitability before a deal is booked while providing Deal Lifetime Value (DLV) insight into the opportunities that follow the initial sale.

Every Deal Has Two Values

Most quoting tools answer one question:

“Will we win the deal?”

AssetXpert answers two:

“Will we maximize profitability today?”
“What will this customer be worth tomorrow?”

By combining Cisco incentive intelligence, installed-base data, lifecycle analytics, and customer context, AssetXpert helps partners understand the complete DLV of every opportunity.

Optimize Profitability Before You Book

Every quote represents a series of profitability decisions.

AssetXpert automatically analyzes Bills of Materials (BOMs) and models the financial impact of product selection, licensing, services, specialization, and Cisco incentive eligibility.

Before a deal is registered, partners can:

  • Automatically analyze uploaded BOMs
  • Calculate projected Cisco Partner Incentives (CPI)
  • Compare rebate efficiency across product alternatives
  • Identify higher-value Cisco SKUs
  • Evaluate specialization impact
  • Optimize services and software mix
  • Model competitive takeovers
  • Analyze Enterprise Agreement opportunities
  • Compare current profitability versus optimized profitability

Instead of relying on assumptions, every recommendation is based on current Cisco program rules.

Cisco Changes Constantly. AssetXpert Keeps Up.

Cisco updates incentive programs throughout the year.

Eligible SKUs change.

Incentive rates change.

GSP mappings change.

Enterprise Agreement rules evolve.

Adopt use cases expand.

A deal that generated significant CPI yesterday may generate little—or none—after the next Cisco program update.

AssetXpert continuously incorporates Cisco program updates—including eligible SKUs, CPI rates, GSP mappings, Enterprise Agreement rules, and Adopt Use Cases—so every opportunity is evaluated using the latest Cisco program intelligence. Partners can optimize deals with confidence, knowing their analysis reflects Cisco’s current incentive structure rather than outdated assumptions.

See Beyond the Initial Sale with Deal Lifetime Value

The initial Land incentive is only part of the opportunity.

AssetXpert helps partners understand the DLV of every opportunity by identifying the Cisco 360 lifecycle motions that may follow the initial transaction.

As part of the analysis, AssetXpert highlights opportunities where the products and services being proposed may align with Cisco Adopt Use Cases. Because partners have a limited window to enroll qualifying opportunities, identifying these motions during pre-sales helps maximize the long-term value of the deal.

In addition to optimizing the initial transaction, AssetXpert provides visibility into future opportunities such as:

  • Eligible Adopt Use Cases
  • Enterprise Agreement true-forward potential
  • Expansion opportunities
  • Future technology refresh opportunities
  • Renewal potential
  • Services opportunities that increase customer value

By understanding both the immediate incentive and the potential lifecycle value, partners can prioritize opportunities that deliver the greatest long-term profitability.

Forecast Your Pipeline Before Cisco Changes It

Cisco incentive changes don’t just affect individual opportunities—they affect your future business.

AssetXpert continuously evaluates your pipeline to identify:

  • Opportunities at risk from changing CPI eligibility
  • Commonly sold products that no longer qualify for incentives
  • Alternative Cisco products that improve profitability
  • Future rebate trends
  • Expected Land and lifecycle revenue
  • Deal Lifetime Value across your pipeline

Instead of reacting after rebates are paid, partners gain visibility months before opportunities are booked.

Limited-Time Complimentary Deal Analysis

Cisco’s FY27 incentive updates removed nearly 5,000 eligible offer SKUs, introduced thousands of new eligibility rules, and significantly changed partner profitability.

Many partners won’t recognize the impact until deals close and rebate payments arrive months later.

For a limited time, Netformx is offering a complimentary Deal Analysis of your organization’s highest-selling Cisco products.

We’ll help you:

  • Identify products that are no longer CPI eligible
  • Discover higher-value Cisco alternatives
  • Measure the impact on current pipeline profitability
  • Forecast Deal Lifetime Value
  • Identify future Adopt opportunities
  • Maximize Cisco 360 profitability before deals are booked

Engineer More Than the Deal.

Engineer the Customer Lifecycle.

AssetXpert transforms Deal Analysis from a quoting exercise into a strategic planning process—helping Cisco partners optimize today’s profitability while forecasting tomorrow’s growth.

Optimize Every Deal. Maximize Deal Lifetime Value.

Contact Sales at sales@netformx.com or request a demo.

 

AssetXpert™ Deal Analysis

 

Simplify network assessments and boost Cisco Incentive rewards with Netformx. Let’s connect!

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