Generating Custom Reports and Dashboards
Last updated August 6, 2024
Channeltivity provides robust reporting and analytics capabilities to help you gain valuable insights into your channel program's performance. By generating custom reports and dashboards, you can visualize key metrics, identify trends, and make data-driven decisions to optimize your channel partner program.
Creating Custom Reports
- Access the Reporting Section: Navigate to the "Reporting" or "Analytics" section within your Channeltivity dashboard.
- Choose Report Type: Select the type of report you want to create. Common report types include sales reports, partner performance reports, lead generation reports, campaign reports, and custom reports.
- Define Report Criteria: Specify the data you want to include in the report. This might involve filtering data by date range, partner type, program tier, sales region, or other relevant criteria.
- Select Metrics and Dimensions: Choose the specific metrics and dimensions you want to analyze in your report. Metrics represent numerical values, like sales revenue, lead count, or conversion rate. Dimensions are categorical attributes, like partner name, product line, or campaign name.
- Customize Report Layout: Customize the report's appearance by choosing chart types, formatting options, and data visualization methods.
- Save and Share Reports: Save your custom reports for future reference and share them with stakeholders, partner managers, or sales teams to facilitate data sharing and decision-making.
Building Interactive Dashboards
- Create Dashboard Widgets: Add widgets to your dashboard that display key performance metrics in a visually appealing and interactive format.
- Choose Widgets: Select from a variety of pre-built widgets or create custom widgets that display data based on your specific needs.
- Customize Widget Settings: Adjust widget settings to filter data, choose display formats, and customize appearance.
- Arrange Widgets: Arrange the widgets on your dashboard in a layout that is visually appealing and provides a clear overview of key performance metrics.
- Add Filters and Interactivity: Add filters to your dashboard to allow users to drill down into data, explore specific sections, and gain deeper insights. You can also add interactivity to your widgets so they automatically update when filter selections are changed.
By utilizing Channeltivity's reporting and dashboard capabilities, you can gain a deeper understanding of your channel program's performance, identify areas for improvement, and make data-driven decisions to optimize your channel partner program and drive business growth.
Was this article helpful?