We have recently made significant improvements to the navigation and structure of Partner-specific dashboards in SAP for Me. These changes have been made based on Partner interviews/feedback and to prepare for new features which we are currently planning for the future.
High-Level Summary of changes:
- Add Overview tab to each Dashboard
- Duplicate Alerts cards to each Dashboard (today they are only on the Home Page)
- Certifications moved to Partnership Dashboard
- New tabs to each dashboard to break out view and reduce scrolling
- Revamp Fast Access Cards to show consolidated list of links
- Retire obsolete cards
These changes focus on 3 dashboards: Partnership, Sales & Marketing and Customer Success
Out of Scope: Partner Solutions Dashboard, Customer Details Dashboard, Finance & Legal Dashboard. The Dashboards names themselves will not change. The content of the cards does not change.
Please see below the new layout and a mapping list of changes.
| Dashboard |
Card |
| Home Page |
Partnership Alerts |
| Sales & Marketing Alerts |
| Customer Success Alerts |
| Dashboard |
Tab |
Card |
| Partnership |
Overview |
Partnership Alerts |
| Overview |
Additional Resources (Fast Access Links) |
| Overview |
Accelerate your Partnership Success |
| Program & Tracks |
My Partnership |
| Program & Tracks |
Partnership Tracks |
| Program & Tracks |
SAP PartnerEdge Program Requirements |
| Program & Tracks |
Cloud Choice, Flex Model Eligibility |
| Program & Tracks |
Test, Demo & Development (may be moved to own tab in the future) |
| Certifications |
Current Consultant Certifications |
| Authorizations |
Partner Product Authorization Fulfillment |
| Authorizations |
Other Partner Authorizations |
| Authorizations |
Recognized Expertise (REX) |
| Competencies & Specializations |
Competencies & Specializations Overview |
| Competencies & Specializations |
Competencies & Specializations Detailed Account Specializations |
| Competencies & Specializations |
Intelligent Enterprise Competencies |
| Grouping & Affiliates |
Partner Company Grouping |
| Grouping & Affiliates |
My Affiliates |
| Dashboard |
Tab |
Card |
| Sales & Marketing |
Overview |
Sales & Marketing Alerts |
| Overview |
Additional Resources (Fast Access Links) |
| Planning & Performance |
Business Planning |
| Planning & Performance |
Cloud Partner Package Performance |
| Planning & Performance |
Revenue & Performance |
| Pipeline Health |
Four Rolling Quarters Pipeline KPI |
| Pipeline Health |
Partner Deals Registered KPI |
| Pipeline Health |
Business Model Distribution KPI |
| Pipeline Health |
Past Due Open Pipeline KPI |
| Pipeline Health |
Untouched Pipeline KPI |
| Planning & Performance |
Four Rolling Quarters Pipeline Details |
| Deal Execution |
Start New Deal |
| Deal Execution |
Open Deals |
| Deal Execution |
Approved Quotes |
| Funds |
Available Funds KPI |
| Funds |
Partner Fund Claims |
| Dashboard |
Tab |
Card |
| Customer Success |
Overview |
Customer Success Alerts |
| Overview |
Additional Resources (Fast Access Links) |
| Overview |
Proof of Services Declarations for Cloud Choice, Flex Model |
| Contracts |
Business Model Contracts |
| Contracts |
Cloud Business Contracts |
| Contracts |
PMC/BPO Customer Provisioning |
| Contracts |
Solution Area Contracts |
| Contracts |
Active Sales Contracts |
| Renewals |
Approaching Cloud Renewals |
| Renewals |
Approaching Maintenance Renewals |
| Consumption |
Cross Customer Public Consumption with Overusage |
| Consumption |
Cloud Platform pay-per-use |
| Consumption |
Upcoming Customer On-Premise License Audits (In Development) |
| Projects |
Cloud Customer Projects |
| Projects |
Upcoming Planned Go-Lives |
| Projects |
Projects Not Created |
| Support |
Partner Center of Expertise |
| Current Dashboard |
Current Tab |
Card |
New Location |
| Home Page |
|
Partnership Alerts |
Duplicated to Partnership > Overview |
|
Sales & Marketing Alerts |
Duplicated to Sales & Marketing > Overview |
|
Customer Success Alerts |
Duplicated to Customer Success > Overview |
| Current Dashboard |
Current Tab |
Card |
New Location |
| Partnership |
Overview |
My Partnership |
Partnership > Program & Tracks |
| Overview |
Partnership Tracks |
Partnership > Program & Tracks |
| Overview |
Cloud Choice, Flex Model Eligibility |
Partnership > Program & Tracks |
| Overview |
Test, Demo & Development |
Partnership > Program & Tracks |
| Overview |
Partner Administration |
To be Retired |
| Overview |
SAP PartnerEdge Program Requirements |
Partnership > Program & Tracks |
| Overview |
Accelerate your Partnership Success |
Partnership > Overview |
| Proficiency |
Partner Product Authorization Fulfillment |
Partnership > Authorizations |
| Proficiency |
Other Partner Authorizations |
Partnership > Authorizations |
| Proficiency |
Partner Center of Expertise |
Customer Success > Support |
| Proficiency |
Recognized Expertise (REX) |
Partnership > Authorizations (to be retired soon) |
| Grouping & Affiliates |
Partner Company Grouping |
Partnership > Grouping & Affiliates |
| Grouping & Affiliates |
My Affiliates |
Partnership > Grouping & Affiliates |
| Competencies & Specializations |
Competencies & Specializations Overview |
Partnership > Competencies & Specializations |
| Competencies & Specializations |
Competencies & Specializations Detailed Account Specializations |
Partnership > Partnership > Competencies & Specializations |
| Competencies & Specializations |
Intelligent Enterprise Competencies |
Partnership > Partnership > Competencies & Specializations |
| Current Dashboard |
Current Tab |
Card |
New Location |
| Sales & Marketing |
Planning & Performance |
Four Rolling Quarters Pipeline KPI |
Sales & Marketing > Pipeline Health |
| Planning & Performance |
Partner Deals Registered KPI |
Sales & Marketing > Pipeline Health |
| Planning & Performance |
Business Model Distribution KPI |
Sales & Marketing > Pipeline Health |
| Planning & Performance |
Past Due Open Pipeline KPI |
Sales & Marketing > Pipeline Health |
| Planning & Performance |
Untouched Pipeline KPI |
Sales & Marketing > Pipeline Health |
| Planning & Performance |
Available Funds KPI |
Sales & Marketing > Funds |
| Planning & Performance |
SAP Key Contacts |
To be Retired |
| Planning & Performance |
Business Planning |
Sales & Marketing > Planning & Performance |
| Planning & Performance |
Revenue & Performance |
Sales & Marketing > Planning & Performance |
| Planning & Performance |
Cloud Partner Package Performance |
Sales & Marketing > Planning & Performance |
| Deal Execution |
Start New Deal |
Sales & Marketing > Deal Execution |
| Deal Execution |
Open Deals |
Sales & Marketing > Deal Execution |
| Deal Execution |
Four Rolling Quarters Pipeline Details |
Sales & Marketing > Pipeline Health |
| Deal Execution |
Approved Quotes |
Sales & Marketing > Deal Execution |
| Planning & Performance |
Partner Fund Claims |
Sales & Marketing > Funds |
| Current Dashboard |
Current Tab |
Card |
New Location |
| Customer Success |
Contracts |
Business Model Contracts |
Customer Success > Contracts |
| Contracts |
Cloud Business Contracts |
Customer Success > Contracts |
| Contracts |
PMC/BPO Customer Provisioning |
Customer Success > Contracts |
| Contracts |
Solution Area Contracts |
Customer Success > Contracts |
| Contracts |
Active Sales Contracts |
Customer Success > Contracts |
| Adoption |
Approaching Cloud Renewals |
Customer Success > Renewals |
| Adoption |
Approaching Maintenance Renewals |
Customer Success > Renewals |
| Adoption |
Proof of Services Declarations for Cloud Choice, Flex Model |
Customer Success > Overview |
| Adoption |
Cross Customer Public Consumption with Overusage |
Customer Success > Consumption |
| Adoption |
Cloud Platform pay-per-use |
Customer Success > Consumption |
| Adoption |
Upcoming Customer On-Premise License Audits (In Development) |
Customer Success > Consumption |
| Delivery |
Certifications Overview |
To be Retired (not aligned with with PGA view of certifications) |
| Delivery |
Current Consultant Certifications |
Partnership > Certifications |
| Delivery |
Cloud Customer Projects |
Customer Success > Projects |
| Delivery |
Projects Not Created |
Customer Success > Projects |
| Delivery |
Upcoming Planned Go-Lives |
Customer Success > Projects |
文章来源: https://blogs.sap.com/2023/10/11/partner-navigation-changes-in-sap-for-me/
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