In addition to Domo, we have dozens of reports in Force BC that give partners valuable insights about their clients and business. You can find data on client subscription details, client health, software usage, renewals, workshops, performance, and more. You can find out how to access these reports below. Go to Force BC. In the…
Performance This Dashboard shows partner firm performance. Reports include “Partner Tiering and Level Progress,” “Partner Performance Metrics,” and others. Renewals This Dashboard contains reporting and data on client opportunities that are past contract renewal date or approaching contract renewal date. Hero Development The Hero Development dashboard provides insight on client health, workshop data, and new…
Domo data is structured into dashboards and reports. Reports contain specific data, like how often your clients use their software. Each dashboard, in turn, contains several reports with related data. Like all of our partner services, accessing Domo dashboards starts in Force BC. You can access them by following these steps: Go to Force BC….
Domo is a business intelligence and data visualization platform we use to present partner and client data. It contains data from a variety of sources, from real-time customer insights in our software to client health in Force BC. The data isn’t just there to look pretty, though: It drives client satisfaction and growth. For example,…
Sometimes you’ll need to edit a quote you’ve already created. Once you’ve navigated to the correct area, as shown in the video below, the process is identical to building a new quote. Note: A quote can only be edited if the opportunity is open. If the opportunity is closed, you’ll need to contact Partner Relations…
Before you build a quote, you need to create an opportunity for the client. Once you’ve done that, you can continue using the steps outlined below. Create the quote Go to the opportunity in Force BC. In the top-right menu, select “Create New Quote.” Enter the requested billing information and select “Save.” This will take…
Quotes are the financial powerhouse of Force BC. After a client has decided which products to purchase and you’ve agreed on any discounts, you enter the details into a quote. The quote acts as a record of the products and prices you charge clients. However, it also saves you time and paperwork. Once you’ve created…
In Force BC, the word “partner” refers to the consulting firm as a whole. “Partner users,” on the other hand, are the consultants, administrators, and employees of the partner firm. Partner users don’t automatically receive access to a partner’s client accounts. Instead, they have to be added manually. You might wonder why we use this…
For legal and security reasons, PI has a special user role for partners: the third party external user. This role can see almost everything a client user can, but isn’t able to change most data. By default, the partner’s Account Owner is enabled as a third party external user of the client. However, other partner…
Sometimes clients will want to change their service mid-contract. This could involve increasing their headcount, adding a new product, or other changes. Partner Relations doesn’t accept amendment opportunity requests through voice or chat, so you’ll need to submit this form. Please include: To find the prorated amount, you’ll need: A: The total price of the…