Total claims
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Opportunities
MCI Opportunities
Customer consent received
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Pending customer consent
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Submitted
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Approved
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Planned
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MCI Power BI dashboard
Embedded Fabric / Power BI report
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Counts and revenue from the Fabric claims already loaded in the portal.
Claim Portfolio
Claims by status
AE level Claim Ownership
Postsale Claims by size
Planned claims by month
Timeline and risk
Expiry Risk
Revenue
Revenue by month
Revenue by customer
Executive MCI Revenue Dashboard
Health → Trend → Drivers → Operations → Forecast · CDO / VP ready
FY26–27
Mar 2026 – Feb 2027
0%
achievement
Total revenue—
Revenue target—
Monthly target—
Partner target —
Portal actuals (Date · Earnings · Payments) locked Aug 2025 – Jul 2026 from Microsoft Partner portal · Planned = Planned month + 4 · Manual $ in Drill-through
Microsoft Partner portal · Earnings & Payments
Official monthly values from the partner portal
Earnings vs payments
Portal actuals · current FY
Revenue performance
Earnings · Target · Achievement %
Revenue waterfall
Opening → drivers − leakage = net
Revenue composition
Treemap · hierarchical share
Top partners
Highest earned revenue
Top customers
Concentration & value
Revenue by region
Geographic drivers
Engagement performance
Practice / engagement type
Claim funnel
Created → Paid conversion
Approval trend
Approved vs rejected / expired
AI insights · key influencers
What drives higher revenue?
Risk & opportunity
Leakage, concentration, SLA
Smart narrative
Auto executive summary
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Where is the revenue coming from?
By country
By solution area
By partner
By customer
By sales team (AE)
Pareto · top customers
80/20 concentration
Heatmap · partner × month
Scatter · claims vs revenue
Bubble = engagements
Which partners drive the most value?
Partner scorecard
Revenue · Claims · Success % · Avg days · Rating
| Partner | Revenue | Claims | Success % | Avg days | Rating |
|---|
Top 10 partners
Bottom 10 partners
Partner trend · small multiples
Partner ranking · ribbon
Share evolution by month
AE leaderboard
AE breakdown
| Account Executive | Earned | Submitted | In-Progress | Planned |
|---|
Account Executive revenue — earned, planned, and pipeline by AE
AE earned revenue
Top AEs by accepted (Approved) earnings
AE planned revenue
Planned pipeline by AE
AE leaderboard
Ranked by earned
AE scorecard
Earned · Submitted · In-Progress · Planned
| Account Executive | Earned | Submitted | In-Progress | Planned | Total |
|---|
AE × month matrix
Earned revenue by AE and month
Where are we losing revenue?
Claim funnel
Status by month
Claim status
SLA gauge
Target 15 days
—days
Date claimed → last updated
Processing time trend
Failure reasons
Operational leakage drivers
Smart narrative
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Predictive view · confidence · root-cause drill
Revenue forecast
Historical · Forecast · Confidence band
Key influencers
Why revenue increases
Decomposition tree
Revenue → Region → Partner
Smart narrative
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Manual revenue values
Override size-based payout with an exact USD amount per claim (saved in this browser)
Enter a value in the Manual $ column below, then press Enter or leave the field. Blank = use size/default payout. Accepted earnings still require Approved + Last Updated month.
Monthly matrix
Revenue · Target · Achievement · Growth
Earned (Approved)
Submitted
In-Progress
Planned (+4 mo)
Claim drill-through
Edit Manual $ for exact revenue · AE · status · dates
| Claim | Partner | Customer | AE | Engagement | Status | Default $ | Manual $ | Applied $ | Rev month | Last updated | Planned month |
|---|
Profit & Loss
CSP Revenue Intelligence · billing, collections & payables
CSP Revenue
All filters
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Total billed
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Total paid
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Margin value
—
To receive
—
Σ billed_to_customer
Received
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Σ received_amount
Pending receivables
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To receive − received
Billed to us
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Σ net_cost (partner bill)
Paid out
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Net cost · Paid
Pending payables
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Net cost · Not Paid
Net margin
—
Σ margin (billed − net cost)
Monthly trend
Billed to customer vs charged by distributor · use Period above
Receivables
Amount raised · received · pending per customer · click a bar to open ledger
Payables
Amount raised · paid · pending per distributor · click a bar to open ledger
Payment risk
Days late vs outstanding · bubble size = exposure × delay · Critical ≥ 30 days
Customer payment risk
Receivables · max days late · sum outstanding
Critical count
0
Critical $
—
| Customer | Days late | Outstanding | Risk |
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Distributor payment risk
Payables · max days late · sum outstanding
Critical count
0
Critical $
—
| Distributor | Days late | Outstanding | Risk |
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Profitability detail
0 rows
| CSP Partner | Customer | Month | Gross Cost | Credit Note | Net Cost | Billed | Margin | Margin % |
|---|---|---|---|---|---|---|---|---|
| Total | — | — | — | — | — | — | ||
Months paid
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paid / total months
Total pending
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Outstanding billed − received/paid
Customer / Partner ledger
Monthly invoice timeline
| Month | Invoice date | Due date | Billed | Received | Status |
|---|
Azure Marketplace
Offers, private plans, and co-sell ready listings.
Pipeline value
Stored revenue on marketplace-tagged claims.
Conversions
Submitted and completed marketplace motions.
Marketplace opportunities
Claims tagged for marketplace / solution area motions
| Claim ID | Name | Customer | Status | Revenue |
|---|
From MCI Opportunities: status Customer consent received. Expiry reminders fire at 30 days, 15 days, then daily. Far-out claims use Claim created / Claim updated mail instead of “expires in 100+ days”. Use Milestone status mail to send the current Cosell → Approved progress to PM and AE. Weekly SSP Summary emails each Microsoft SSP their opportunity table (manage AE / PM / TL on CC). Claim submit in = days to expiry − 14. Changing TL / PM on the send dialog updates the mail preview.
Expiring claims
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Expiring claims
Select claims, then Send mail → set To / CC → preview → send
| Days to expiry | Claim submit in | Claims expiry | Engagement_Name | Claim name | Customer name | Size | Customer ID | Customer ID type | PartnerID | Partner contact | Date claimed | Customer consent date | Last updated | Account Executive | Project Manager | Team Lead | Team members |
|---|
Milestone status mail
Same Co-sell → Approved milestones as the MSSP page. Select claims and email current status to PM and AE.
| Claim ID | Claim name | Customer | Status | Current milestone | Progress | Account Executive | Project Manager | Team Lead |
|---|
Weekly SSP Summary Email
Each Microsoft SSP receives one weekly email with only their opportunities.
Load preview to see SSP groups.
Auto-CC roles
Resolved from the TL / PM / AE mapping below.
Default CC
Added to every SSP email.
Filter SSP
Optional name filter.
Save
Settings vs recipients.
Recipients by SSP
Edit To and extra CC per row, then Save To / CC.
| SSP / MSSP | Opps | To | Extra CC | Resolved CC | Status |
|---|
TL / PM / AE email mapping
Map names to emails for CC resolution on expiry alerts and weekly SSP summaries.
| Team Lead | TL Email | Project Manager | PM Email | Account Executive | AE Email | Active |
|---|
Send log
Every previewed send / dry-run / real send is stored
| When | Claim | Expiry | TL | Days | Status | To | CC |
|---|
Claims sync
Claims are live from Fabric Lakehouse
(dbo.MCI_TRACKER. SharePoint Excel is not connected for claims.
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Employees
Neo Flow HR directory — pick people by name and email for Teams mail.
| Person | Emp ID | Designation | Company | Type | Line manager | Role |
|---|---|---|---|---|---|---|
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ADMIN manages every MSSP. Grant PM / TL / Other people by email — only those people see that MSSP’s opportunities on MCI Opportunities.
Partners
—
Open this page to load MSSP names…
Members & access
Only ADMIN users can add people, rename members, assign roles, disable access, or remove pre-provisioned accounts. External MSSP guests (invited in Entra under the NeoStats tenant) use their real work email here.
| Name | Role | MSSP access | Status | ||
|---|---|---|---|---|---|
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Change history
Audit trail of claim creates, updates, and permanent deletes — plus member / MSSP access changes. Every mutation records who changed what and when.
| When | Entity | Action | Changed by | Summary |
|---|---|---|---|---|
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