Revenue Plan & Performance Card

Use the Revenue Plan & Performance card to see your performance against the business plan for the current year for cloud and on-premise. You can see totals by actual, planned, attain, and in pipeline.

This card displays if you have authorization provided by your Partner Security Manager of your partner company. 

Required Authorization

Required authorizations are Partner Manager or Partner Security Manager. Please see Partner authorizations for more information.

Procedure

  1. From the sidebar, select Partner Dashboards → Sales & Marketing → Planning & Performance tab → Revenue Plan & Performance card.
  2. Select either On-Premise or Cloud at the top of the card to see your revenue plan and performance for the current year.
  3. The column chart at the left of the card shows your Planned (black line), Actual (dark blue), and Pipeline (light blue) revenue by quarter. On this chart, you can select:
    • revenue plan and performance for a specific quarter. The horizontal black line represents the target as per the business plan.
    • Actual (dark blue) to see actual revenue plan and performance.
    • Pipeline (light blue) to see revenue plan and performance in the pipeline.

The table on the Revenue Plan & Performance card shows this info:

  • Segment
    Your revenue plan by market segmentation.
  • Sub-Solution Area
    Your revenue plan by solution.
  • Quarter
    Your revenue plan per quarter for the current year.
  • Actual
    Your actual generated revenue per SAP.
  • Planned:
    Your total revenue plan for the current year.
  • Attain
    Your plan achievement in percent of completion. Calculation is based on revenue plan versus revenue actuals.
  • In Pipeline
    Your open pipeline revenue plan.

You can click the Ellipses to export the data to Excel.