The C3 Agent Dashboard helps give you a clearer picture of what is happening with your opportunities. You can find this new dashboard by going to Reporting and looking in the Indirect Agent Dashboard folder for a dashboard named C3 Agent Dashboard.
Below you will find more information on each of the components and the underlying report. The dashboard components can be grouped into two main types: informational and agent action required. The reports that require some type of agent action will be discussed first, as they are most important to getting service delivered to the customer.
Agent Action Required
Qualified Opportunities
This report shows all opportunities created by the Technology Service Distributor or a sub agent user where the stage of the Parent Opportunity is still in Qualified by the month the opportunity was created for the current and previous calendar year. There are two main issues with opportunities that are in the Qualified Stage. First, those opportunities are generally unprotected under our rules of engagement with the direct sales teams.
Fiber opportunities are not protected until the stage is changed to Solution Proposal Accepted. Business Class (BC) opportunities are only protected by “first to ink” rules which requires a contract be uploaded into C3. The second issue is that a PSC or PAC will not be assigned to work your opportunity while the Stage is set to Qualified.
PSC Scrub Rejects
This dashboard opportunities that were rejected by the PSC for some reason grouped by the week the opportunity was moved to Contract Received. Clicking on the dashboard component (or any of these dashboard components) will take you to the underlying report. The report will provide more details on the reason the order was rejected. Please work with the assigned PSC to clear the reject so the order can be moved forward.
Orders Pending Additional Docs
Similar to PSC Scrub Rejects, this report shows orders that require some type of action on the part of the agent. Some of the reasons an order shows up on this report can be that an ROE is required, a lease agreement is required, or the contract needs to be revised. The PSC assigned to the opportunity will have created a Task and assigned it to the owner of the opportunity. If you have questions about why an order is showing up on this report, please check with the assigned PSC.
SPA Opportunities
Not every opportunity on this report needs immediate action. As you know, fiber opportunities are protected for 90 days once the Stage is updated to Solution Proposal Accepted (SPA). This report shows all opportunities in SPA by calendar month for the last 120 days. Agents should review this report periodically to make sure the older opportunities are moving forward before the SPA protection expires.
Informational
BC Orders Pending Scrub
This dashboard doesn’t specifically require action on the part of the agent. It shows any BC order that has not been scrubbed by the PSC. Orders are grouped by the day the Stage on the Opportunity was updated to Contract Received. Most of the “unscrubbed” orders should be reflected in the current and previous day, but if you notice orders starting to age, you should reach out to the PSC before the order falls off the report since it only shows Opportunities that were moved to Contract Received during the current and previous calendar quarter.
Fiber Pending Install
This dashboard is the only one that shows MRR$ values and displays any fiber opportunities that have been Sales Accepted, but have not been installed. This can be used to determine the volume of fiber opportunities that are still pending construction/installation based on the calendar month the order was Sales Accepted.
BC Pending Install
BC orders that have been accepted and are ready for installation are forecasted on this dashboard component. The orders are grouped by the calendar month of the scheduled installation date. If you see orders in previous months, please reach out to the PSC/PAC assigned to the order to get an update on the order.
BC Pending Construction
Orders on this dashboard are grouped by the Scheduled Construction Due Date. If you see orders grouped into a previous month, please follow up with the assigned PSC/PAC to get an update on the status of the order.
Sold Opportunity Trends
This dashboard shows the number of opportunities that were sold by the month the order was accepted. The dashboard displays the number of sold opportunities by service type for the current and previous fiscal year so you can see changes in volume over time.
Submitted Opportunity Volume
All submitted opportunities are trended on this report for the current and previous calendar year. Each month is grouped by the stage of the opportunity. Please note that the timeline for this report is based on the month the opportunity was created, so the Sales Accepted/Closed Won opportunities on this report will differ from the Sold Opportunity Trends report since that one is based on the Actual Close Date of the Opportunity.
