View quote analytics on Partner portal

View detailed analytics related to all the quotes associated to a channel partner on the Partner portal.

Before you begin

Role required: sn_prm_qm.quote_partner_ui along with and one of the following roles:

• sn_prm.external_partner_manager
• sn_prm.partner_sales_manager
• sn_prm_sales.partner_b2b_sales_rep
• sn_prm_sales.partner_b2c_sales_rep

Procedure

1. Navigate to the Partner portal.
2. From the portal header, select Sales > Quotes.
3. In the Quote Analytics you can view an overview of all the quotes by stage and revenue.

   Table 1. Quote Analytics

   Analytics	Description
   Quotes marked as completed	Total volume of quotes that have reached a completed state within the selected timeframe.
   Quotes by stage	Distribution of active quotes across their current stages. Draft In review Completed Accepted
   Quotes in review	Displays the total volume of quotes currently in the In review stage, awaiting enterprise partner action or approval.
   Stalled quotes	Quotes with no significant activity or progress for a defined period, indicating potential risk.
   Quotes nearing expiry	Displays the total volume of quotes approaching their expiration date.
   5 highest-value active quotes	The top 5 quotes filtered by highest amount value.

4. You can also view all the active quotes from highest to lowest in quote amount.
   To learn more about the fields on the Quotes list, see Quote details forms.
5. View all the quotes that the user has access to from the All Quotes tab.