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Report Name
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Description
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Recommended Job Roles
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Customer Usage Report
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Tracks a customer's usage of Rockewell Automation Services( Eg. Repairs, software reg. and downloads etc). Provides visibility for additional opportunities and strategies at a customer.
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Automation Manager, Owner/Principal, Sales Mgmt(Industry, OEM & Channel)
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MyServices ISA Usage Report
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Traks customer's usage, including customer entitlements and drawdowns, pertaining to their active ISA contracts
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Automation Manager, Owner/Principal, Sales Mgmt(Industry, OEM & Channel)
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Digital Outreach Telemetry Report
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Desgined to provide visibility into the Automated Digital outreach that is delivered to our customers, outling high level details on email interactions
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Automation Manager, Marketing Owner/Principal, Sales Mgmt(Industry, OEM & Channel), Specialist
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Partner Performance Report(FY22 & FY23)
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View Growth Initiatives model while outlining PYTD & CYTD data, Composite Score, YOY growth etc. And Partner Fees
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Automation Manager, Operations Management, Owner/Principal, Sales Mgmt(Industry, OEM & Channel)
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Software Performance Report
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View Software Strategic Growth Initatives representing the progress towards the goals set by APR
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Automation Manager, Operations Management, Owner/Principal, Sales Mgmt(Industry, OEM & Channel)
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Fiix Leads & Opportunities Report
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Designed to provide visibility to leads created by Distributors from the Fiix Portal & Dynamice365
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Automation Manager, Marketing, Owner/Principal, Sales Management ( Industry, OEM and Channel)
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Channel Services Dashboard
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Contains Distributor performance metrics for the Services business, including Rockwell finance orders and revenue, ASP wins, and tracking/visibility to new, lost, returning and recovered customers.
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Automation Manager, Operations Management, Owner/Principal, Sales Mgmt(Industry, OEM & Channel), Services Specialists
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ISA Analysis Tool
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View all your ISA customers at once, with shortcut visibility to those using their entitlements too fast, too slow or on target.
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Automation Manager, Owner/Principal, Sales Mgmt(Industry, OEM & Channel)
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Distributor Insights and Recommendations - Customer Asset
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A set of actionable insights and recommendations based on customer install base data and other customer data. It includes supporting data for each insight to better understand and analyze the recommendation prior to discussing with a customer.
Job role and access should be the same as Channel Services Dashboard I think given is does focus on new leads.
No special permissions, we can use the same access as the other channel dashboards.
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Automation Manager, Operations Management, Owner/Principal, Sales Mgmt(Industry, OEM & Channel), Services Specialists
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Reman & Repair Analytics Tool
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Provides several pertinent views for the Reman/Repair transactional business with a highlight on specific order lookup, Priority Service core return performance and business insights.
No special permissions, we can use the same access as the other channel dashboards.
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Automation Manager, Owner/Principal, Sales Mgmt (Industry, OEM & Channel), Operations Management, Services Specialists, Inside Sales, CHAMPs
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