Business Intelligence Reports
Centralized Report Generation
Easily generate and manage a wide variety of reports from a single, centralized platform that is designed for efficiency and flexibility.
- You can easily create and save new custom report views by adding or removing fields to tailor the data to your specific needs.
- The system allows you to export reports in various formats, such as PDF or PPT, for easy sharing and distribution.
- These reports can be embedded into Unified Partner Management Dashboards via the ZINFI CMS Editor.
This streamlined approach enables you to quickly access the data you need to monitor performance and make informed decisions.
Partner Analytics Report
Track and analyze partner performance with a variety of reports that provide deep insights into their activities and engagement.
- The Partner Reports provide a view of all your partners, including their details, activities, and overall performance.
- The Portal Usage Report tracks how often partners log in, what modules they use, and how they interact with the platform.
- A Partner Participation Report provides insights into their engagement with various programs and campaigns.
These reports empower you to identify top-performing partners and optimize your partner programs for maximum engagement. Partners also have access to these reports, but only for their individual data.
Onboarding and Enablement Reports
Monitor the effectiveness of your onboarding and enablement programs with dedicated reports that track partner progress and engagement.
- Generate Program Reports to track partner enrollment, completion status, and overall performance in various programs.
- The platform provides Content Library Reports that track the views and downloads of marketing and sales assets, helping you identify the most popular content.
- Use Learning Reports to monitor partner progress in training and certification courses, ensuring they have the knowledge they need to succeed.
These insights help you optimize your training and enablement programs, ensuring a smooth and effective partner journey.
Market Reports
Measure the effectiveness of your marketing initiatives with reports that provide insights into campaign performance and asset usage.
- The Campaign Report provides a view of all your campaigns, including their status, budget, and effectiveness.
- An Email Report tracks key metrics like open rates, click-through rates, and bounce rates for all your email campaigns.
- A Social Report provides analytics on syndicated content, tracking views, clicks, and engagement across different social networks.
These insights help you optimize your marketing strategy and prove the value of your channel marketing efforts.
Sell and Incentivize Reports
Monitor sales performance and track incentive payouts with reports that provide a clear view of your revenue pipeline and partner earnings.
- Prospecting Overview Reports provide a view of all your prospects, including their status, age, and engagement level.
- The Pipeline Overview Report tracks the entire sales pipeline, from lead generation to deal closure.
- Incentivize Reports provide insights into commission, rebate, and MDF payouts, helping you evaluate the effectiveness of your incentive programs.
These reports empower you to make data-driven decisions about your sales and incentive strategies.
Power BI Q&A AI Functionality
The platform leverages Microsoft Power BI’s Q&A AI functionality to provide a natural language querying experience for all reports.
- Users can ask questions in a natural, conversational language to get immediate answers from their data.
- The AI engine translates these questions into a visual report, such as a chart or graph, providing a quick and easy way to analyze data.
- This feature is available for all reports, empowering both administrators and partners to get instant insights from their data without needing to manually build complex reports.
This AI functionality simplifies data analysis, making it accessible to a broader range of users and accelerating decision-making.
