The By Product subtab of the Product Activation tab provides a list of metrics for each iManage product, showing the subscription and activation details for the customers in your portfolio.
NOTE: In this context, customer portfolio refers to your reseller-contracted customers who were live on cloudimanage.com during the selected billing period.
This section includes the following topics:
Accessing the By Product subtab
To view the By Product subtab on the Partner Portfolio Analytics page in iManage Admin Portal:
Go to https://cloudimanage.com/admin and sign in with your iManage credentials.
Browse to Partner Portfolio > Partner Portfolio Analytics.
Select the Product Activation tab and then select the By Product subtab.
The following figure shows an example of the By Product subtab.
Product Activation by Product section
The table in the Product Activation section includes the following columns:
Product name: The name of an iManage product.
Subscribed: The number of customers in your portfolio who are subscribed to the product.
Subscription Rate: The percentage of iManage products to which the customer is subscribed. The following metrics are provided:
x%: The percentage of iManage products (x) to which the customer is subscribed.
Product subscription rate: A bar that shows the range in which the customer's product subscription percentage falls. The color of the bar indicates the subscription rate:
Red: The product subscription rate is less than 30%. This indicator is shown in red.
Amber: The product subscription rate is between 30% and 74%, inclusive. This indicator is shown in amber.
Green: The product subscription rate is greater than or equal to 75%. This indicator is shown in green.
Activated: The number of customers in your portfolio who’ve activated the product.
Activation Rate: The percentage of iManage products that the customer has activated. The following metrics are provided:
x%: The percentage of iManage products (x) that the customer has activated.
Product activation rate: A bar that shows the range in which the customer's product activation percentage falls. The color of the bar indicates the activation rate:
Red: The product subscription rate is less than 30%. This indicator is shown in red.
Amber: The product subscription rate is between 30% and 74%, inclusive. This indicator is shown in amber.
Green: The product subscription rate is greater than or equal to 75%. This indicator is shown in green.
Metrics for the following iManage products are provided in the By Product subtab of the Product Activation tab:
Ask iManage
Bundle Builder
Closing Folders
CMEK
Disposition Manager
Drive
Insight+
Records Manager
Share
SPM
Threat Manager
Tracker
Work Core
Work E-Signature
Product Activation by Product section actions
In the Product Activation by Product section, you can:
Search for products by name.
Filter the list by values in the Activation Rate column.
Select one product, multiple products, or all products.
Rearrange table columns.
Export product details.
View a high-level summary of product details.
For more information about these actions, refer to the sections below.
Search for products
To search for a product in the Product Activation section, enter a search string in the Search products by name field.
Filter data output
You can filter the customer table based on values in the Activation Rate column.
Filter by activation rate
Select the Filter drop-down list.
Select Activation rate.
Select an activation rate value.
Figure: Filter by activation rate
Filtered output
After you select a filter option, the product table updates to show only products that meet the filter criteria. The applied filter selections are also displayed, as shown in the following example.
To remove filtering, do either of the following:
Select X next to the applicable filter display.
Select Clear all.
Select products
In the product table, you can choose one, multiple, or all products to perform actions on the selected products.
To select all products, select the check box above the product table.
To select one or more products, select the check box of each product within the product table.
When one or more products are selected, the Show only selected toggle displays in the toolbar menu. Select this toggle to show only the selected products.
The following figure shows an example of product selections in the product table.
Rearrange table columns
To rearrange a column in the customer table, select the column header, drag the column to the desired location, and then drop it into place.
Export product details
To download product subscription and activation details in CSV format, select the Export button in the Product Activation by Product section.
View a high-level product summary
To view a high-level summary for a product from the By Product subtab, select a product row in the product table within the Product Activation by Product section. This will open a pane showing subscription and activation metrics for the selected product. For more information, refer to High-level product summary.