MAT Updates

Margin Analysis Tool (MAT) Product Updates

Version Information:

Go Back to Product Updates - for other Product information

Margin Analysis Tool v1.2 - Released January 28, 2019 

Video coming soon on the updates in the PIT portal: Go to "?" > Tutorials

Using agile development we are able to make more frequent updates to Partner Analysis Tool (PIT) v2.2 and the Margin Incentive Tool (MAT) v1.2. PIT users have complimentary access to MAT for a limited period of time.  The most recent updates to both of these products include:

New Export to Visio action (beta) – available for users with Visio installed on their host machine

  • First-time use prompts a small download to install the Visio Add-in
  • Second-time use triggers a file download that includes the Visio icons matching the top-level SKUs in the Estimate
  • Available in the PIT Analysis page for you to quickly produce a Visio diagram for the work in progress after promotion & incentive analysis
  • Available in the MAT Analysis page for you to produce a Visio diagram for the final customer quote after pricing
  • Tell us what you think by clicking the “?” in the upper right-hand corner of the PIT & MAT UI, selecting “Leave Feedback,” and sending us your comments in the window by clicking the “Send Feedback” button once you finish

Margin Analysis Tool v1.1 - Released January 7, 2019 

Watch the video on these updates in the PIT/MAT 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

Margin Analysis Tool v1.0 - Released November 12, 2018 

Free to PIT Users for 30 days

On November 12th Netformx released a new tool, Netformx Margin Analysis Tool (MAT), and version 2.0 of the Netformx Partner Incentive Tool (PIT) to help Partners benefit more systematically and efficiently from Cisco programs. The combined power of the MAT, and enhancements to the PIT will enable Cisco Partners to maximize the profitability of their sales through automation, financial analysis, and efficiency. Read the full press release.

NOTE: All Cisco Channel Partners in the United States and Latin America who have access to PIT can get started using the Margin Analysis Tool (MAT) free of charge for the first 30 days. You will see a new left-hand menu where you can toggle between the two applications. Keep an eye on this page for the upcoming webinars and training to help you better understand the Margin Analysis Tool.

The MAT provides an innovative, automated way for Cisco Partners to determine end-customer pricing and maximize their margins through accurate cost and sell margin analysis for Cisco Commerce Workspace (CCW) Estimates. PIT promotion and incentive “what-if” scenarios are cost inputs to the Margin Analysis Tool. By toggling between PIT & MAT, the user can make incentive decisions and then immediately see the impact on an opportunity’s margin. The user sees per-SKU and per-line promotion and incentive impacts as well as descriptions of all cost modifiers.

  • Margin analysis summary puts the bottom line up top. The Summary shows the top-line blended analysis of margin dollars and percentages. Detailed CCW breakdown analysis by category is performed for Products, Services, and Subscriptions and roll-ups executed for any price modifier and line-level changes.
  • Bulk modifier enables quick and accurate customer pricing. Use bulk/category and per-line price modifications, such as discount goals, margin floors, mark-up caps, and price targets to attain competitive profit margins given the cost-structure visibility provided by the PIT.
  • The user can see as much detail as they desire. Line-level details and granular controls are available to the user for drill-downs.

If you are interested in learning more about the Margin Analysis Tool (MAT) contact your customer success team or sales@netformx.com.

TRAINING VIDEOS: There are now 8 new PIT videos and 1 new MAT video under each products Help section.  Look in the upper right corner of each tool for the  ? < Tutorials to access the short videos that range in length from 0:45 to 3:20 minutes.

Resources