My SmartViews

RPM_DASHBOARD

My SmartViews, My SmartViews

View the SmartView.

Create Campaign Page

RPM_CAMPAIGN

Select Create Campaign from the Action field and click the Go button.

Create campaigns for selected accounts or segments.

Create Correspondence Page

RPM_CORRESPONDENCE

Select Create Correspondence from the Action field and click the Go button.

Create correspondence requests for selected accounts or segments.

Create Dialog Page

RPM_DIALOG

Select Create Dialog from the Action field and click the Go button.

Create advisor dialogs for selected accounts or segments.

Configure My SmartView Profile

RPM_SETUP

Click the Configure toolbar button on the My SmartViews page.

Select audience or segment groups that the SmartView is built for and templates that are used to look at the SmartView.

Personalize Template

RPM_PERSONALIZE

Click the Personalize toolbar button on the My SmartViews page.

Select which goals or metrics and their data types to display on the SmartView.

Set Template Metric History

RPM_HISTORY

Click the Edit History link on the Personalize Template page.

Configure options to display historical data.

Create Plan

RPM_PLANS

Select Create Account Plan from the Action field and click the Go button.

Create account plans for selected accounts.

Audience Plan

RSP_PLANNING

Select Create Audience Plan from the Action field and click the Go button.

Create audience plans for selected audiences.

Time Frame

Select a time period within which the SmartView is displayed. The selected template dictates the available time frames in this drop-down list box. When you select a different template, the values in the Time Frame field may change accordingly.

For planning templates, the time frame selection always include the current period specified in the template, the one prior and the one after the current period. For SmartView templates, the time frame selection consists of the applicable time frame period type in the system in regards to the current time you're looking at the SmartView. For example, if you access your SmartView in January 1, 2004, the applicable time frame may include 2004 January, 2004 first quarter, 2004 fiscal year and so on, depending on the time frame period types that are defined. For each one of these time periods, the selection also includes the one that's prior and the one that's after. In other words, for the 2004 January time period, additional time frames 2003 December and 2004 February become available in the Time Frame drop-down field.

Update Display

Click to refresh the My SmartViews page. Make sure to click this button after making changes to the SmartView, Template, Time Frame or Currency field.

Indicates the audience list. Clicking the adjacent audience link transfers you to the actual audience in the Manage Audiences component in a new browser window.

Indicates consumers. Clicking the adjacent consumer link transfers you to the actual consumer in the Consumer component in a new browser window.

Indicates partners. Clicking the adjacent partner link transfers you to the actual partner in the Partner component in a new browser window.

Indicates companies. The lowest level of a segment group or audience is always companies. Clicking the adjacent company link transfers you to the actual company in the Company component in a new browser window.

Indicates the segment group.

and

Indicates segments. Clicking the adjacent segment link transfers you to the actual segment in the Segment component in a new browser window.

If you're in metric mode, click the second folder button of a segment to view a list of customers that belong to the segment. The presentation is identical to viewing an audience. Click the third folder button to return to the segment group view. This drill down capability is not applicable to the plan mode.

Click to save changes you make on target values to the corresponding plan. This button doesn't apply if the SmartView is in the metric mode (meaning a SmartView template is in use).

Click to access the Email SmartView page where you can send email to interested parties with the SmartView as a .csv attachment. Users need to have an email address defined in the CRM system to send emails on this page. The SmartView is sent to the users's email address that is specified for the business type on the Worker page.

Click to access the Filter SmartView page to filter customers that you see on the SmartView. By default, the SmartView shows 300 rows of data (recommended). Specify the row display setting on the SmartViews System Data page.

If you want to change the filter criteria, click the Change Filter button to access the Filter SmartView page and modify the values. Click the Remove Filter button to delete the filter. These two buttons appear only when you have applied filter to the audience or segment group on your SmartView.

Note. The Apply Filter button does not appear in plan mode.

Click to access the Configure My SmartViews Profile page to select audience (and segment groups) and templates to view the SmartView.

Click to access the Personalize Template page to select which goals or metrics and their data types to display on the SmartView.

Click to update the actual data immediately for goals and metrics that have enabled for real time update. The update applies to data in the time period you're currently viewing.

Click to validate the aggregated target values of accounts (or child segments) with the total value at the audience (or segment) level and show the result as popup window messages. The system disables this button when a SmartView or an account template is in use, or when a filter is applied. This functionality is not applicable to goals or metrics that cannot be aggregated as defined.

Click to export the SmartView grid to a spreadsheet in a new browser window.

and

Click to access the Summary page to view information pertaining to the corresponding customer. Both icons provide information on the data fetching result and list out existing plans that the corresponding customer may have. The alert icon (the one with the exclamation point) is used typically when the system is unable to get certain data and someone in the team may need to review the issue. If you want to take a quick look at the data fetching result and don't want to click the icon every single time, put the cursor over the links; the hover text has the information on the result.

Action

Select an action to perform for selected customers. System-delivered options include Plan, Campaign, Dialog and Correspondence. You can create custom actions by writing application class code and referencing it in the SmartViews System Data page.

You can select to add an audience plan or account plan if you view an audience using a planning template (for audience and segment) on the My SmartViews page. Create one type of plan for the selected customers or accounts at a time.

If you create a campaign for an activity type that uses any of the listed marketing channels, you need to enter the corresponding required values on the Activities page of the Marketing Programs component to save the campaign:

• Order Capture channel: list, offer and script name are required.

• Facsimile channel: list and package are required.

• Telemarketing channel: content, offer list, script name, and integration are required.

• Mail channel: list and package are required.

• Sales Agents channel: list is required.

• Advisor channel: advisor ID is required.

Currency Code

Select the default currency to use when this audience or segment group is selected.

Total Count

Specify the number of customers in this audience or segment group.

Enable

Select to show the corresponding goal or metric on the My SmartViews page.

Status, Target, Actual, Variance and History

Select the corresponding check box to display data about the goal or metric on the SmartView:

• Status - displays the assessment icon of the goal for each customer. It applies to planning templates only.

• Target - displays the current target value of the goal for each customer. It applies to planning templates only.

  If the goal is marked as prorated in SAP, a Prorated-T (prorated target) column is shown on the My SmartViews page if this Target check box is selected.

• Actual - displays the current actual value of the goal or metric for each customer.

  Actual data comes from SAP when the SmartView is in plan mode. In metric mode, SmartView data is retrieved from the datamart. Because of the difference in the way data is returned, discrepancies may occur if the times when the data was retrieved from both mechanism were not the same.

• Variance - displays the current variance value of the goal for each customer. It applies to planning templates only. The variance value is calculated as:

  Variance = (actual value - target value)/target value

• History - displays historical information of the goal or metric for each customer.

Edit History

Click to access the Set Template Metric History page and specify the criteria for displaying historical data on the SmartView.