Overview:
This article provides guidance on how to export and edit a Deal Analyzer report in Xvantage for Associates.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Within X4A, hover over the left navigation menu and click Finance.
Click Deal Analyzer and navigate to Reports tab.
There are two types of reports: Aging report and Exposure report.
Aging report - Every Monday, the list of aging reports in the Deal Analyzer dashboard is sent to Ingram Sales Associates, who have created Deal Analyzer opportunities and their L1 and L2 managers.At the end of each fiscal month, it is sent to the CFE of each country involved. This report includes all deals that are pending approval, whether it be from credit, legal, profitability, or IMFS, and deals that have approved quotes but are not yet ordered. Note that by deactivating a deal, it will be removed from the report. Every approved deal must have a sales order number for audit compliance.The associate should also update their sales order number once the deal has been approved and ordered.
Exposure report - List of all resellers and financial information for this year and two years ahead.
You can edit the columns in each tab by clicking on Edit columns on the top right of the list.
Click Export to download the report.