Getatlas I8sdlal9s8

Channeltivity

Stay updated on the status of all your company's support tickets.

Customer portal

Channeltivity provides tools to export and share your valuable data, making it easy to analyze information outside of the platform or collaborate with other stakeholders. This article guides you through the process of exporting and sharing your channel program data.

 Navigate to the "Reporting" or "Analytics" section of your Channeltivity dashboard.

 Select the report that contains the data you want to export. This could be a pre-built report, a custom report, or a dashboard.

 Look for an "Export" button or option within the report interface.

 Select the desired export format, such as CSV (Comma Separated Values), Excel (XLSX), or PDF (Portable Document Format).

  If necessary, define the specific data fields, time period, or filters to be included in the exported data. 

 Initiate the export process and download the exported file to your computer.

 Channeltivity allows you to share reports directly with other users within your account. 

 Export reports in a commonly used format (e.g., CSV, Excel) and share them with external stakeholders through email, cloud storage, or other methods.  

 Utilize integrations with other business intelligence tools or data visualization platforms to import and analyze exported data for more comprehensive reporting and analysis.

 Control access to specific data and reports by assigning permissions to different user roles or individual users.

 Ensure that exported data does not include sensitive information that should remain confidential.

  Comply with relevant data privacy regulations (e.g., GDPR, CCPA) when sharing data with external parties.

  Periodically review Channeltivity's security settings to ensure data is protected from unauthorized access or breaches.

By utilizing Channeltivity's data export and sharing capabilities, you can effectively utilize your channel program data for analysis, collaboration, and decision-making.  Remember to prioritize data security and compliance when sharing information outside of the platform.

Learn how to export data from Channeltivity and share it with other stakeholders.

Exporting and Sharing Data

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. 

 Navigate to the "Reporting" or "Analytics" section within your Channeltivity dashboard. 

 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.

  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. 

  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 the report's appearance by choosing chart types, formatting options, and data visualization methods. 

  Save your custom reports for future reference and share them with stakeholders, partner managers, or sales teams to facilitate data sharing and decision-making. 

 Add widgets to your dashboard that display key performance metrics in a visually appealing and interactive format. 

 Select from a variety of pre-built widgets or create custom widgets that display data based on your specific needs. 

 Adjust widget settings to filter data, choose display formats, and customize appearance. 

 Arrange the widgets on your dashboard in a layout that is visually appealing and provides a clear overview of key performance metrics. 

  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.

Create custom reports and dashboards to analyze your channel performance and identify trends.

Generating Custom Reports and Dashboards

Key Performance Indicators (KPIs) are crucial metrics that provide insights into the health and effectiveness of your channel partner program. Channeltivity offers a comprehensive set of tools for tracking and analyzing KPIs to help you understand your program's performance and guide your strategic decisions. 

 Track the total revenue generated by each partner to assess their contribution to your overall sales growth.

 Measure the number of leads generated by partners through marketing campaigns, sales initiatives, or other activities.

 Calculate the cost of acquiring new customers through each partner to assess the efficiency of their efforts.

 Monitor partner engagement levels, including the number of sales opportunities created, meetings conducted, or marketing materials shared. 

 Analyze the percentage of leads that convert to customers to understand the effectiveness of your sales process and partner engagement.

 Track customer feedback and satisfaction scores related to partner interactions or services to ensure high-quality customer experiences.

 Measure the percentage of partners that remain active within your channel program over time to gauge the program's success in retaining valuable partners. 

 Monitor changes in KPIs over specific time periods (e.g., monthly, quarterly, or yearly) to identify trends and patterns.

  Compare KPI performance across different partners, programs, or regions to identify areas of strength and weakness.

 When KPIs deviate significantly from expectations, investigate the underlying causes to understand contributing factors and address potential issues.

 Use KPI insights to identify areas where partners need additional support, training, or resources. 

  Analyze conversion rates and sales funnel performance to refine your sales process and improve lead qualification and conversion.

 Analyze lead generation data to optimize marketing campaigns, identify your target audience, and improve the effectiveness of your marketing efforts.

  Use KPI data to make informed decisions about program adjustments, such as modifying incentive structures, improving partner onboarding processes, or realigning marketing strategies.

Channeltivity's comprehensive reporting and analytics tools enable you to track, analyze, and interpret KPIs, providing you with the data-driven insights you need to make informed decisions, optimize your channel partner program, and drive sustainable growth.

Understand important KPIs like sales revenue, partner activity, and lead generation.

Reporting & Analytics

Exporting and Sharing Data

Generating Custom Reports and Dashboards

Analyzing Key Performance Indicators (KPIs)