PIT Updates

Partner Incentive Tool (PIT) Product Updates

Version Information:

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PIT/MAT v3.1 - Improved Experience for both AMs and PMs

The 3.1 Version of the Partner Incentive Tool (PIT) includes improved SmartNet Calculation accuracy for the AM user and new features for the PM user with a toggle button to change views from PM to AM, a new self-service User Management System, and a new feature to define groups for reporting purposes.

With the PIT 3.1 update, Netformx focused on 2 key areas:

  1. Enhanced SmartNet Accuracy
    • Multi-year cost discount calculations now automatically appear for +24 month durations.
    • Cost calculation improvements when you identify the SmartNet portion as New or Renewal, Takeover, and Education-based (outside of E-Rate) opportunities
  2. New User Management System (UMS)
    • A new common UMS for all Netformx SaaS solutions.
      • A single company administrator can now manage and monitor the UMS for all users of PIT, MAT, ChannelXpert, AssetXpert, SalesXpert, and future SaaS solutions.
      • This also means single sign-on for users for all our SaaS offerings.
    • Self-Service access for new user enrollment, user permission(s), and role assignment(s)
      • New AM-PM role, which allows a single user to toggle between acting in Analytics (AM) or Management (PM) capabilities
    • Report Group definitions with user-to-group assignment control
      • Group filters appear in Usage/ROI reports for a deeper understanding of user & group activities
Internet Explorer is No Longer Supported

Internet Explorer version 11 contains outdated tooling, incompatible with the latest PIT upgrade, and therefore Netformx advises any impacted users to immediately switch over to one of the other supported browsers when working in PIT & MAT: Chrome, Firefox, Safari, Microsoft Edge or Opera.

PIT/MAT v3.0 - Introduces Analyzing Approved CCW Quotes

With the introduction to the concept of analyzing approved CCW Quotes, users can now validate their Cisco cost discounts and, using gap analysis, identify missing potential programs and incentives for further cost reductions. Additionally, you can use the Margin Analysis Tool to calculate actual deal margin by using true Cisco cost discount. Taking the step to run what/if scenarios will give you the added bonus of comparing against potential competitor discounts.

The new Netformx Approved Quote outputs will include GDR Deals leveraging Incentives and DSA Quotes (aka Quick Quotes) using pre-defined cost discounts. The Quote UI identifies:

  • CCW Approved Cost %
  • Potential PIT Cost %, and
  • Potential PIT Yield $

What this means is that you can compare the approved Cisco Cost to potential PIT Analyzed values. You will also be able to vary the inclusion of Promotions & Incentives and identify gap conditions. Gap conditions represent missed Promotions & Incentives. This feature currently only supports direct purchases. You can use the provided feedback to improve your team’s selection of GDR incentives.

Internet Explorer is No Longer Supported

Internet Explorer version 11 contains outdated tooling, incompatible with the latest PIT 3.0 upgrade, and therefore Netformx advises any impacted Partners to immediately switch over to one of the other supported browsers when working in the PIT & MAT: Chrome, Firefox, Safari, or Microsoft Edge.

Partner Incentive Tool v2.3 - Released February 24, 2019 

There were a number of changes to the AM and PM views in the release of the Partner Incentive Tool v2.3 and Margin Analysis Tool v1.3

  • Enhancements to buttons and more on the main AM Screen
    • The Analyze button has been revised as the PIT button
    • The CCW button has replaced the ‘Open Estimate’ button
    • Users can now launch the MAT from the main screen
    • The Active icon has changed from a slider to a checkbox that will immediately allow you to trigger the “All – Active” slider to All to see all suppressed Estimates
  • New instructions to guide the AM user to a potentially better outcome
    • Maximize your cost? Presented when user tries to do MAT analysis before doing PIT analysis
    • Maximize your margin? Presented when user does analysis in PIT and decides to leave PIT without proceeding to MAT analysis
  • Improved Management Tools and Reports
    • Self-Service User Management & Control for PMs to define AM Groups by PM and to assign AM or PM access for registered users
    • Exportable User Activity Report to identify activities by user, highlighting both PIT & MAT analytics and margin gain.
    • Faster refresh cycles for client side refractor for both PIT & MAT

Partner Incentive Tool v2.2 - Released January 28, 2019 

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

Using agile development we are able to make more frequent updates to 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

New PIT User Administration & Control

  • The PIT Administrator can now control AM & PM roles for the users
  • Please contact your Netformx Account Manager to have an Administrator assigned to your instance
  • More administrative features coming soon

Partner Incentive Tool v2.1 - Released January 7, 2019 

Watch the video on these 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

Partner Incentive Tool v2.0 - Released November 12, 2018 

Also Announcing the new Margin Analysis Tool - Free to PIT Users for 30 days

On November 12th Netformx released version 2.0 of the Netformx Partner Incentive Tool (PIT) and a new tool, Netformx Margin Analysis Tool (MAT), 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.

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.


  • New Offerings
    • Enhanced Promotion & Incentive Stacking Logic
    • Single Stack Appearance per Estimate Method
    • Discount Classification Breakdowns
    • Redesigned Promotion & Incentive User Control Options
    • Less Complex Analyze Experience
  • New Analyze Operation
    • Completely Revised Layout
    • A streamlined presentation of user options
    • All “Estimate Methods” Results Displayed
    • New PIT Logic: “Single Stack”
  • New Summary Review Screen
    • CCW Classification Alignment
    • Analysis Breakouts
    • Immediate Updates Based on User Control Actions
    • All summarized Cost Totals carry through to the Margin Analysis screens
  • Updating Cisco’s discount programs data
    • Adding New programs
    • Updating stacking scenario rules
    • Updating bundles rules
    • General update of all the programs
  • New Left-Pane Control Panel
    • Partner Incentive Tool -or-
    • Margin Analysis

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

The Partner Incentive Tool (PIT) has been evolving with more tools under the ? Menu

Partner Incentive Tool v1.3.5 

Training Tutorials are now available in the User Portal

The Partner Incentive Tool (PIT) has been evolving with more tools under the ? Menu.  With this minor release users will now have access to Tutorials on PIT to help get them ramped up for the most successful outcome.

  1. Look for the help features under "?"
  2. You will see the list of video tutorials to click on for a short training session.

Partner Incentive Tool v1.3 - Released July 3, 2018

Announcing Support for New Regions

Version 1.3 expands Promotions & Incentives coverage to the LatAm and Brazil theaters of operation. Based on your CCW corporate profile and Price List selections made inside CCW Estimates, the Partner Incentive Tool will recognize, adjust accordingly, and display the appropriate country-of-operation Promotion & Incentive information and calculations.

Changes to the AM Landing Page

Based on the new operating regions, we adjusted the main AM screen to improve user flow and accommodate the need to support multiple countries and currencies.

  • These changes include an updated Leave Feedback icon, which should make it easier to find on the screen.
  • A Country/Currency drop-down option allows Partners operating in LatAm, including Brazil to choose the country/currency used for the Summarization of Estimate information.
  • An Incentive Notification panel and Estimate line level icons now provide information on all, new, expired, and soon-to-expire Promotions & Incentives.
  • An Information column now shows the Shared state, red-dash or green-checkmark indicating Estimate Status, and visual indication of new/expiring/expired Promotions & Incentives.
  • A Calendar widget grants explicit start- and end-date control for the date range used when displaying modified Estimates on the main screen (further refinement to the depth of the Estimate pool).
  • Finally, the AM can trigger individual Estimates as active or non-active and use the All-or-Active control to respectively include or exclude Estimates from main screen display as well as summarization total contribution. Please note, non-active Estimates do not roll into any PM totals.

LatAm Partners, Including Brazil

The main Estimate screen will display a three-letter country notation to the right of the numerical value shown in the Extended List Price and Analyzed List Price columns. A mouse hover-over pop-up describes the Price List selected and active for the Estimate, and it controls the Promotion & Incentive stacks presented in the Analyze process as mandated by Cisco. Please note, the PM must set the exchange rate trigger for the AM Summary details to display correctly.

Partner Incentive Tool v1.2 - Released June 4, 2018

On June 4th, Netformx upgraded the Partner Incentive Tool (PIT) to release 1.2, which include several enhancements.

Release 1.2 expands promotion categorization and incentive handling to include customers with a preexisting Cisco customer contract (e.g., DSA in place), or when servicing the E-Rate Public market sector.

Release 1.2 improves Base Discount calculation accuracy by allowing you to define your specific product family discount schedules for DSA contracts and end-customers, or when purchasing equipment via your Distribution channel. A new feature called ‘Strike Out,’ permits you to eliminate discrete Promotions & Incentives not desired or needed, and in doing so, simplifies the display of the remaining Promotion & Incentive stacks permutations to only those you wish for consideration.

Here are the specifics on new controls inside the AM Analyze Screen:

  • Ability to define your “Distribution” Purchase Method pricing structures
    • Allows you to set your Cisco Distributor Discount values
    • Enables a more accurate Base Discount calculation when purchasing via Distribution
  • A new Estimate Method drop-down that lets you classify the in-flight business as
    • Regular: Shows all Promotions & Incentive Stack permutations
    • E-Rate: To define Educational opportunities and identify the Funding Year
    • DSA: When you have standing Cisco contract for an established customer
      • DSA Discount option to set agreed upon discount structures
      • Adjusts the base discount to reflect more accurate cost price calculations
        • Flip between Regular and DSA allows you to confirm if the DSA provides the best cost
        • Determine if a competing Partner can leverage Promotions & Incentives to undercut your DSA
  • A new facility to Strike-Out Promotions & Incentives
    • A new panel to display all the Promotion & Incentives available for an Estimate
    • An opportunity to remove irrelevant Promotions & Incentives for consideration
    • An ability to reinstate previously removed Promotions & Incentives

Training videos will be coming soon, so check back in.  In the meantime see some extra TIPs below.

Tips for Success

Price List Fix for US Partners

According to the Cisco folks who provide us with the Promotion & Incentive logic, US Partners must use Global Price List US Availability, and not Global Price List in US Dollars.  However, we know that Cisco Partners can select and work with either price list.  If the US Partner uses the Global Price List in US Dollars, they will experience the following and need to make Estimate-by-Estimate corrections.

Steps to resolve this condition:

  1. If you see this error message after you click Analyze
  2. Close the error message and hover your mouse over the blue USD verbiage to the right of the Extended List Price value on the line to expose the unsupported Global Price List in US Dollars used by the Estimate.
  3. Click "Open Estimate" on that line to view the Estimate inside CCW.
Comparing DSA and Regular Estimates at the Same Time
  1. On Browser Tab 1, log in to the Partner Incentive Tool
    1. Find the Estimate You want
    2. Click Analyze
    3. Make the Estimate Method selected is DSA
    4. Set your DSA Discount Schedule
    5. Right-click on the browser tab and select “Duplicate Tab”
  2. On the Second Browser Tab (Duplicate)
    1. Change the Estimate Method to Regular
    2. Check for Incentive Strikeouts
    3. Check for Strategic Replacements
    4. Check the Migration Incentive Program impact
    5. Select your Stack
    6. Compare the selected stack cost to the DSA comparison
Providing a Single User to Have Both AM and PM Access

Using the typical user registration process in our example "Adam" would first register for the Partner Incentive Tool.  He would enter his original email address (adam.marshall@amcomputing.com) and CCO ID of adammarshall. He will then have AM access only.

If Adam wants to have both AM and PM access, he must define a second unique Cisco CCO user ID tied back to a second (and different) corporate email address.  See the example below:

  1. AM PIT Registration
    Email address – adam.marshall@amcomputing.com
    CCO username – adammarshall
    CCO password – the password associated with CCO ID adammarshall
  2. PM PIT Registration
    New Email address – adam.marshall2@amcomputing.com
    New CCO username – adamarshall2
    New CCO password – the password associated with CCO ID adammarshall2