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AccountManager Design Win Views
AccountManager has several different views that display Design Wins. Clicking on the “+” next to the main “Design Wins” view will expand the selection to include a variety of additional views to browse and locate design wins. Your AccountManager administrator may have set certain restrictions in place that govern which data is available to various users.
In the main “Design Wins” view, the design wins are displayed in ascending order categorized by Company name (which is not a labeled column). Any design win could appear in this view multiple times (i.e. under the Principal’s company name, the End Customer’s company name, the Distributor’s company name, etc). Clicking on the “+” next to a company name will expand additional rows and allow you to see more information about the design wins associated with that company.
[Design Win Views Screenshot 1]
Some columns have a sort indicator, meaning you could click on that column header to override the default sort and view the data in a different order (such as by “Design Win #” in the example below). When you sort by a particular column, the sort indicator turns into a solid black triangle. To unsort that column, click the column header again or sort by a different column instead.
[Design Win Views Screenshot 2]
Finding Design Wins in a View
To look up design wins by Company name, follow the steps below:
1. Click on the “Design Wins” view, and ensure none of the columns are currently sorted (in other words, none of the sort indicators are solid triangles).
2. Begin typing the company name of the account you wish to find. As soon as you type the first letter, the “Starts with…” dialog box appears. You may type as much or as little of the name as you want, to narrow the search.
[Design Win Views Screenshot 3]
3. Click on “Search All” or hit your “Enter” key, and you will be taken to the first account whose company name meets the criteria you entered. Click the “+” icon to expand the rows and view additional details.
[Design Win Views Screenshot 4]
You can use the “Starts with…” dialog box to find design wins based on other criteria as well. Whichever column is currently sorted is the column you will be “searching” in. For example, if you’re in the main “Design Wins” view, but would quickly like to locate a design win based on the Design Win #, follow the steps below:
4. Click the “Design Win Num ” column header and the design wins will now be sorted by the design win numbers.
5. Type some or all of the design win number. (After the first key is struck, the “Starts with…” dialog box will appear).
6. Click on “Search All” or hit your “Enter” key.
Design Win Views Action Buttons:
(Note: The dropdown choices on your Action Buttons may vary depending upon your company’s configuration. See your AccountManager administrator with questions).
|
Button Name |
Usage |
|
New Account |
Opens a new Account profile form. |
|
New Contact |
Opens a new Contact Profile form. |
|
New Opportunity |
Opens a new Opportunity form. |
|
New Sample |
Opens a new Sample form. |
|
New Quote |
Quote – Opens a new Quote form. Quick Quote – Opens a new Quick Quote form. |
|
New RFQ |
Opens a new Request For Quote form. |
|
New Registration |
Opens a new Registration form. |
|
New Design Win/Split Request |
Open a new Design Win form. |
Design Win View Descriptions:
(Note: The views available to you may vary in name and/or order depending upon your company’s configuration. See your AccountManager administrator with questions).
|
View Name |
Description |
|
By Principal |
Displays open design wins sorted by principal then end customer. |
|
By End Customer |
Displays open design wins sorted by end customer then principal. |
|
By Distributor |
Displays open design wins sorted by distributor then end customer. |
|
By CEM |
Displays open design wins sorted by CEM the end customer. |
|
By Representative |
Displays open design wins sorted by representative company, then end customer. |
|
By Program |
Displays open design wins sorted by program name then end customer. |
|
By Mfr Part Number (All) |
Displays all design wins sorted by manufacturer part number then end customer (Clock icon indicates a status of “Open”). |
|
By Cust Part Number (All) |
Displays all design wins sorted by customer part number then end customer (Clock icon indicates a status of “Open”). |
|
By Account Manager |
Displays open design wins sorted by account manager. (Note that in this view, the same design win will appear under the end customer account manager, the distributor account manager, the CEM account manager, etc.). |
|
By Distributor AM |
Displays open design wins sorted by distributor account manager. |
|
By End Customer AM |
Displays open design wins sorted by end customer account manager. |
|
By CEM AM |
Displays open design wins sorted by CEM account manager. |
|
By Owner |
Displays open design wins sorted by owner. |
|
By Design Win Number (All) |
Displays all design wins sorted by design win number. (Clock icon indicates a status of “Open”). |
|
By Status |
Displays all design wins sorted by status (Open/Closed/On Hold) |
|
Commission |
|
|
All Not Paid |
Displays all unpaid design wins (without a “Commission Paid Date”) sorted by principal |
|
Over Due Aging |
Displays all unpaid design wins (without a “Commission Paid Date”), which have “Forecasted Commission Paid Dates” in the past. Categorized by the number of days overdue. |
|
Paid Aging |
Displays all paid design wins (that do have a “Commission Paid Date”), categorized by number of days since the last “Commission Paid Date.” |
|
Internal Splits |
Displays open design wins that are set as Default Internal Split in SalesAnalysis, categorized by Design Win Number. |