Quarterly-Business-Review-Template-201410

Copyright©2014,Oracleand/oritsaffiliates.Allrightsreserved.|QuarterlyBusinessReview“PartnerName”2Presenter’sNamePresenter’sTitle(PartnerManager/PartnerServiceDeliveryManager)Organization,DivisionorBusinessUnitMonthXX,20XXOracleConfidential–InternalandAuthorizedPartnersCopyright©2014,Oracleand/oritsaffiliates.Allrightsreserved.|BusinessReviewAgenda1234PartnerBusinessUpdatesSalesPerformanceReviewPartnerDeliveryUpdatesDeliveryPerformanceReviewOracleUpdatesOracleConfidential–InternalandAuthorizedPartners3Notes:YoucancustomizethispresentationdependingonthePartneraddenda/SalesandDeliveryQBRcontext.QBRsshouldbeperformedtogetherwithSalesandDeliverywhenpossible.1.SalesQBR(SW,HW):Useslides:1-14;25-272.DeliveryQBR(SWSPA):Useslides:1-4;15-17;25-273.DeliveryQBR(HWSPA):Useslides:1-4;15-17;21;25-274.DeliveryQBR(HWFDSPA):Usesides:1-4;15-27Tip!Remembertoremovethistextbox.5Copyright©2014,Oracleand/oritsaffiliates.Allrightsreserved.|PartnerBusinessUpdates•Organizationalupdates–SalesStaffing•Programcompliancereview–OPNMembershipstatus–FUDAstatus–SupportAddendumstatus–InstallationServicesAddendumstatus•Partner’sOraclestackrevenuesasapplicable(license/hardware,ACS,OUetc.)•ReviewpreviousQBRactionitemsandPIPstatusOracleConfidential–InternalandAuthorizedPartners4Notes:ThisslideisintendedtostimulateahealthofbusinessdiscussionwiththePartner.Combine/Customizealongwithslide#15anduseasappropriate.1.Usethefirstprompttodiscusssalesstaffing,otherorganizationalchanges,generalbusinessupdates,etc.2.CustomizethesecondpromptforreviewofapplicableOracleprogramrequirements.3.CustomizethethirdbullettodiscussPartner’sXLOBrevenueforsystems/licensesetc.asappropriate,dependingonthepartneraddendatypeandtheATR.4.ReplacethelastbulletwithoutstandingSalesQBRitemsandPIPstatusasapplicable.Useadditionalslideasnecessary.Tip!Remembertoremovethistextbox.Copyright©2014,Oracleand/oritsaffiliates.Allrightsreserved.|RenewalPerformanceOracleConfidential–InternalandAuthorizedPartners5KPIDescriptionTargetYourtechnicalsupportcontractvalueforrenewalcontractsthatarebookedbythelastdayofthecurrentquarterasapercentageofthemaximumavailabletorenewforthecurrentquarter.Programs:90%ormoreHardware:80%ormoreNotes:ForKPIchartslides(6,9,11,13,16-24)1.Chart:DownloadthelatestquarterapplicableKPIchartforthePartnerfromSPMTandreplacetheexamplechartshownontheleftwithit.KPIchartdownloadinstructionscanfoundonPartnerManagementworkspace.2.Calltoactionsection:Usethespacebelowfor“Calltoaction”notesrelatingtothechart/performance.Anyexistingtextinthetemplatecanbeedited/removed.Customizeforpartnerperformance/priorities.Tip!Remembertoremovethistextbox.Calltoaction:•XXX•XXX•XXXCopyright©2014,Oracleand/oritsaffiliates.Allrightsreserved.|RenewalPerformanceOracleConfidential–InternalandAuthorizedPartners6•TopcontractstoberenewedNote:Reviewupcomingrenewalsandflaganyrisksofrenewals.Insertcurrent&futurePartnerRenewaldatainthefirst4columnsofthetablebelow.Usethelastcolumn“Risks”tocaptureinputfromPartner.Ifyouhaveapreferredlocalformat,pleaseuseasappropriate.Tip!Remembertoremovethistextbox.ContractNumberCustomerAvailabletoRenewAmount$ContractExpirationDateRisks?Copyright©2014,Oracleand/oritsaffiliates.Allrightsreserved.|RenewalPerformanceOracleConfidential–InternalandAuthorizedPartners7•RenewalsForecastNote:ReviewupcomingrenewalforecastUsethisslideforgatheringPartnerforecastinformation.Useaformatthatissuitabletoyourlocalprocesses.Tip!Remembertoremovethistextbox.Copyright©2014,Oracleand/oritsaffiliates.Allrightsreserved.|SalesKPI:PastDueOracleConfidential–InternalandAuthorizedPartners8KPIDescriptionTargetYourtechnicalsupportcontractvaluethatisnotrenewedbythelastdayofthecurrentquarterasapercentageofthemaximumavailabletorenewforthefiscalyear.Programs:5%orlessHardware:5%orlessCalltoaction:•XXX•XXX•XXXCopyright©2014,Oracleand/oritsaffiliates.Allrightsreserved.|SalesKPI:PastDueOracleConfidential–InternalandAuthorizedPartners9•TopPastDuecontractsNote:ReviewPastDuecontractsInserttheprecedingquarterPartnerPastDuedatainthetablebelow.TheamountbelowshouldaligntotheKPIdatapresentedonthepreviousslide(graph).Tip!Remembertoremovethistextbox.ContractNumberCustomerContractAmount$ContractStartDateContractEndDateTargetRenewalDateCopyright©2014,Oracleand/oritsaffiliates.Allrightsreserved.|SalesKPI:CancellationRateOracleConfidential–InternalandAuthorizedPartners10KPIDescriptionTargetYourtechnicalsupportcontractvaluethatiscancelledbythelastdayofthecurrentquarterasapercentageofthemaximumavailabletorenewforthecurrentquarter.Programs:5%orlessHardware:15%orlessCalltoaction:•XXX•XXX•XXXCopyright©2014,Oracleand/oritsaffiliates.Allrightsreserved.|SalesKPI:CancellationRateOracleConfidential–InternalandAuthorizedPartners11•TopCancellationsContractNumberCustomerContractAmount$ContractStartDateContractEndDateCancellationReasonCancellationCodeNote:ReviewCancelledcontractsandreasonsInserttheprecedingquarterPartnerCancellationdatainthetablebelow.TheamountbelowshouldaligntotheKPIdatapresentedonthepreviousslide(graph).Tip!Remembertoremovethistextbox