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This document describes Wildix Management Portal Dashboards.

Updated: June 2022

Permalink: https://confluence.wildix.com/x/ooC5Aw


The brand new dashboards are available in the Portal (home page):



  • MRR: each Partner will be able to see their Monthly Recurring Revenue (OPEX)--including the actual MRR rate versus the committed MRR rate according to the blanket agreement
  • Reports: each Partner will be able to see separate reports on LifeTime PBXs, Licences Overusage, CLASSOUND Orders, Serial/ DID finder, Licences Expirations Calendar
  • Wildix Grand Prix: each Partner will be able to see their overall position in the global Wildix Grand Prix as well as rankings by country (see examples below)
  • CLASSOUND: each Partner will be able to see statistic reports of incoming and outgoing CLASSOUND calls including DIDs, duration, costs etc (see examples below)

MRR Dashboard

The dashboard displays Monthly Recurring Revenue (OPEX)--including the actual MRR rate versus the committed MRR rate according to the blanket agreement. On this tab, you can also see the news feed showing the last important Wildix updates.

The following showings are available:

  • 1 - the MRR Goal for the current year
  • 2 - separate HWaaS, Licence and CLASSOUND rates
  • 3 - Threshold goal 

How-to:

  • View the detailed calculations: click on the Data tab to open the report

Here you can see the calculation of HWaaS, Licence, CLASSOUND services, as well as the Total and MRR Goal (the detailed interpretation of MRR Goal is present on MRR Billing tab).



  • View the details for each licence and its contribution to MRR Goal: click on the MRR Billing tab to open the report

Here you can see what exactly formed MRR Goal, documents/ licences/ services for each Reseller/ End customer and the expiration dates. Additionally, you can filter the data by a particular Reseller/ End customer, document, or licence type, as well as PBX.



  • View the MRR graphs by Reseller/ User/ Licences by Duration/ Group: click on the Sales BI tab to open the report

You can filter the data by a specific period, Reseller/ User or Serial Number and Type of Service.


  • Export data

You can export all the mentioned above reports:

  1. Select a report you want to export
  2. Hover mouse over the report -> click on More options (three dots) -> Export data 
  3. Select data, file format and click Export

Reports Dashboard

  • View LifeTime PBXs: click on the LifeTime PBXs tab to open the report

Here you can track the total amount of LifeTime PBXs for each Reseller/ End User and see the support fee. 


  • View the list of LifeTime PBXs taking part in May-Oct 2022 Promo: click on the LT to Subscription Promo tab 

On this tab, you can see the total amount of LifeTime PBXs and the number of LifeTime PBXs taking part in the May-Oct 2022 Promo (highlighted in green and marked Yes in the Promo Applied column). 

Also, in the Credit note in Nov column you can view the amount to be credited in November 2022 for the PBXs taking part in Promo. And for PBXs, not taking part in the Promo yet - the potential amount of support fees (Credit Note Potential column).


Note: 

  • LifeTime PBXs can be converted to recurrent ones by placing Customer Care request, choosing Promo related questions -> Convert LT to Recurrent 2022 option and providing the following details:
    • List of PBXs to be converted from LT to Recurrent
    • Expected number and type of licenses on each PBX

  • Information about the Promo: https://www.wildix.com/promo/
  • View the exact number of purchased and used licences: click on the Licences Overusage tab to open the report

Here you can see the exact number of purchased and overused licences for each Reseller/ End User/ a particular PBX.



  • View status of CLASSOUND DIDs orders: click on the CLASSOUND Orders tab to open the report

You can check statuses of CLASSOUND orders made starting from February 01 2021, including Order/ Porting Date, DIDs and their types. 



  • View device/ service/CLASSOUND DIDs by Reseller/ End User: click on the Serial/DID finder tab to open the report

Here you can find device/ service/ DIDs for each Reseller/ End-User/ a particular PBX. Also, you can check PBX statuses. By default, only Active PBXs are shown, but you can search terminated ones as well (just select another value). In addition, you can view the current PBX WMS version as well as the information for the particular DID.



  • View expiration dates of 1 and 5-year licences: click on the Licences Expirations Calendar tab to open the report

Here you can see a timeline and a table with expiration dates of 1 and 5-year licences, which includes information about PBX DNS, expiry date and days left to expiry, subscription (in months), PBXs under “Commitment”, and quantity of PBXs by end-users.  



In the top right corner of the timeline, you can switch between the count of services or PBXs, using the Switch to Services and Switch to PBXs buttons correspondingly.



  • View passed trainings and download training certificates: click on the Certificates tab

The tab allows you to view completed trainings, as well as download Wildix certificates.


You can filter trainings by:

  • Training year 
  • Training title
  • Attendee name

Clicking on the blue items of the Calendar on the left, you get the list of trainings of that specific date.

The section All trainings passed displays completed trainings in different years. There also is a section that shows Actual vs Summit Commitment training data.


To download a certificate, click on the download icon next to the relevant entry in the section List of trainings attended in the selected year:


Training certificates are downloaded in pdf format.

Note: Only certificates for trainings, held by Wildix, are available for download.  

  • Export data

You can export all the mentioned above reports:

  1. Select a report you want to export
  2. Hover mouse over the report -> click on More options (three dots) -> Export data 
  3. Select data, file format and click Export


Wildix Grand Prix Dashboard

By default, the dashboard shows your the Winners of the Wildix Grand Prix and the top-ten Partners in the global Wildix Grand Prix for the current year.



How-to:

  • See your position in your own country's ranking

Click on the Partner Engagement tab to open the report. Select the flag of your country (click again to go back to the default view):



  • See the information based on Yearly/ Quarterly/ Monthly MRR: click on the corresponding button on the bottom of the page to switch: 


  • View the information for previous years: click on the year on the bottom of the page to switch:



  • View the information based on MRR type (CLASSOUND, HWaaS, Licence): click on Service on the bottom of the page to switch:



CLASSOUND Dashboard

The dashboard shows the detailed statistics of incoming and outgoing CLASSOUND calls and SMS. More information about the service:

How-to:

  • View statistics of calls: click on Stats of calls tab to open the report

The following showings are available:

  • 1 - outgoing calls: grouped by User, PBX, extension or Country, including the total amount of calls/ call duration / cost
  • 2 - incoming calls: grouped by User, PBX, DID, including the total amount of calls/ call duration



  • View the full list of calls: click on List of calls tab to open the report

The following showings are available:

  • 1 - outgoing calls: grouped by User, including date and time/ DID used for outgoing calls, called numbers and countries/ the total amount of calls/ call duration/ cost
  • 2 - incoming calls: grouped by User, including date and time/ DID used for incoming calls, calling numbers/ the total amount of calls/ call duration



  • View statistics of SMS: click on Stats of SMS tab to open the report 

    The following data is available:

    • 1 - outgoing SMS: grouped by User, PBX, extension or Country, including the number of Included SMS, SMS quantity, total cost, and currency
    • 2 - incoming SMS: grouped by User, PBX, DID, including the total SMS quantity




  • View the full list of SMS: click on List of SMS tab to open the report
     
    The following data is available:
    • 1 - outgoing SMS: grouped by User, including date and time sent, DID used for outgoing SMS, recipients' numbers and countries, cost, currency, and the total number of SMS 
    • 2 - incoming SMS: grouped by User, including date and time sent, DID used for incoming SMS, number sent from, and the total number of SMS 



  • Export data

You can export all the mentioned above reports:

  1. Select a report you want to export
  2. Hover mouse over the report -> click on More options (three dots) -> Export data 
  3. Select data and and click Export

 


Sharing Feedback

There are two options of leaving feedback on the WMP: 

  1. Click on Help us improve button to leave feedback about the website in general or about a specific part of the page. The button is always available, regardless of the WPM page you’re on. 
  2. To share feedback regarding Tech Support and Customer Care service, go to the Help Desk tab, choose a ticket, click on the feedback icon (to the left of the Pbx column), and proceed with instructions on the dialog window that appears.


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