Ecosystem Dashboard

Ecosystem dashboard is a feature on Pronto which offers detailed reports and graphical presentation of every active relationship which helps to track, monitor and take action for a Partner as needed.

The Ecosystem dashboard:

• Provides a centralized view to accurately monitor the health of the Partner Ecosystems

• Measures Key Performance Indicators (KPI) across all relationships.

• Provide a consolidated view of the Ecosystem performance.

Once you login to Pronto, you will see the Ecosystem page. On the left main navigation, click on the Ecosystem dashboard button as shown below to view the summary of insights across all relationships and the information you will find in each.

Note: You will have access to the Ecosystem dashboard page if you are the admin and only if the users are added to the Ops team.

This article breaks down all the available reports and the information you will find in each section. Let us go through each section in detail to understand.

SUMMARY

When you click the Summary tab you will see real-time user interface, showing a graphical presentation of the current status (snapshot) and historical trends of an organization's or department's key performance indicators. You have an option to view and download the information that you see as an Image, Data file or a PDF file by clicking the More actions menu and selecting the required option. 

• The top pane in the Summary section displays the complete summary of all active relationships.

  
  
  
  

• Avg. Closed won Opportunities
• Avg. Open Pipeline
• Avg. Win rate
• Campaigns currently active
• Leads associated across all relationships
• The total number of Opportunities across all relationships

• The Relationships by type section shows the graphical presentation of the total count of relationships segmented by Relationship Type. It shows the sorted data of various partners associated with the company.

  
  
  
  

   

• The Relationships by Stage section displays the total count of the relationships segmented by Relationship stages. It shows the total count of active relationships in various stages.

  
  
  
  

• This Revenue generating Relationships by Type section displays the total count of relationships by type where Opportunities are in Closed-Won stage.
  
  This shows the data of revenue generating relationships by specifying the type of partner alliance for opportunities in closed-won.

  
  
  
  

• The Solutions by Stage section displays the total count of Solutions segmented by Solution stages.
  
  

  
  
  

• The Closed won by relationship type section displays the sum of deal sizes of all opportunities in "Closed-won" stage segmented by relationship type.

  
  
  
  

• The Top 5 relationships in closed-won stage section displays the Top 5 relationships based on the total deal size of all the Opportunities segmented by Unique relationships. You can also see the Influenced revenue. 

  
  
  
  

MARKETING

When you click the Marketing tab you will see Marketing insights across all the relationships in the entire ecosystem. You have an option to view and download the information that you see as an Image, Data file or a PDF file by clicking the More actions menu and selecting the required option.

• The top pane under Marketing displays the complete information of all Marketing activities, leads and contacts, MDF & ROI as shown below.

  
  
  
  
  • Total number of Campaigns
  • Total number of Leads
  • All Contacts
  • Campaign ROI %
  • Allocated MDF
  • Utilised MDF

• The next section under Marketing talks about the Top 5 campaigns by ROI. This gives a detailed view of the ROI of the top 5 campaigns by calculating values from won opportunities and utilised MDF.

  
  
  
  
  

• The Campaigns ROI by type section gives a view of the distribution of ROI by Campaign type.

  
  
  
  

• The Campaigns by stage, Leads by stage and Campaigns by type section basically gives details of the total number of Campaigns that are in different stages of Marketing, the total lead data sorted by stages and the total number of Campaigns sorted by the type of campaign

  
   

• The Campaigns & Leads trend section displays the total count of Campaign(s) and Lead(s) tracked per quarter.

  
  
  
  

• The Allocated MDF and Utilised MDF trend displays the Allocated and Utilised MDF tracked per quarter.

  
  
  
  

SALES

When you click the Sales tab you will see Sales insights across all the relationships in the entire ecosystem. You have an option to view and download the information that you see as an Image, Data file or a PDF file by clicking the More actions menu and selecting the required option. 

• The top pane under Sales displays the complete information of all Sales activities - total open pipeline, avg & Total closed won, avg win rate as shown below.

  
  
  
  
  • Total closed won
  • Avg. closed won
  • Total open pipeline
  • Avg. open pipeline
  • Avg. Win rate
  • Closed won accounts
    
    

• The Closed-won by deal size section shows the sum of deal sizes across all opportunities in Closed-won stage tracked per quarter.

  
  
  
  

• The next section gives an overview of your total count of opportunities in pipeline in different stages.
  
  

• This section gives an overview of the sum of attributed deal size of opportunities in Closed-won stage per quarter segmented by relationship type, Geographical regions, Industries, Products and Solution areas.
  
  

  
  
  

• This section shows the details of the average time taken to convert an opportunity into Closed-won stage.
  
  

• The next section displays the Top 5 opportunities by deal size in Closed-won stage.

  
  
  
  

• The next section talks about the Top 5 opportunities by deal size in Open pipeline.

  
  
  
  

• The next section displays the total number of opportunities generated per quarter.
  
  
  

• The last section under the Sales tab displays the total number of contacts generated per quarter.