With Partner Hub, you can manage all your customers in one location.
After you place an order on CCW, you receive access to Partner Hub where you can set up your own organization.
- Sign in to Partner Hub and select Launch my organization at the top of the left-hand navigation.
- Just like new customers, if this sign in is your first time opening your own organization, a first-time setup wizard with a plan review appears. Accept the terms and conditions, then click Get Started and follow the prompts.
- After your organization is set up, you can add users, manage services, view analytics for your own organization, and so on.
 | If you need assistance with managing customer trials, we recommend that you assign one of the partner administrator roles to other users in your organization. Go to Users, click a user, then click Roles and Security > Administrator Roles to view all the partner admin roles available. |
Customer list
Once you sign in to Partner Hub, you see a list of all the customers that you manage, along with their statuses to know which customers require your attention. Some of the customer statuses available are:
- Trial—Customer has an ongoing Webex trial.
- Subscription—Customer has an active subscription.
- Expiring soon—One of the customer's subscription or trial is going to expire in a couple of days.
- License overage—Customer has a subscription that uses more licenses than what was originally purchased.
- No recent activity—Admins in that customer organization hasn't signed in to Control Hub
- Ready for order setup—A subscription hasn't been fully set up yet.
- Suspended—One of the customer's subscriptions hasn't been paid for yet.
- Expired—Customer has no active subscriptions.
You can also launch directly to a customer’s organization by clicking on the Launch organization icon at the end of the customer’s row.
Filters
Is there a customer that hasn’t had any activity recently? Is there a trial that’s about to expire soon that you have to follow up on? Use query-based filters to easily scan customers that you’re looking for. Possible filters are:
- Managed by—Filter by customers that you manage as an external admin or by customers that are a part of your partner organization.
- Product—Filter customers by the product they've ordered, such as by Webex Meetings, Webex Calling, or Real-Time Translations.
- Status—Filter customers by their subscription, trial, or organization status.
- Subscription Type—Filter customers by if their organization has a subscription or trial.
Webex Trials
If you have a customer that wants to give Webex a try, you can start a Webex trial for them in Partner Hub by clicking on the Start Trial button.
Click on a customer to view more of their details, such as information about the subscriptions they’ve purchased and the partner administrators who are assigned to manage that customer.
Subscriptions
In the Subscriptions tab, you can see the date on when the subscription renews, a breakdown of licenses that the customer ordered, the invoice for the subscription, and a table that shows the order history. This tab helps you keep track on if the customer is using up the licenses that they bought, or if they have any license overages and want to purchase more licenses to accommodate their business needs.
Trials
If the customer has any ongoing Webex trials, you can see the details for them in this tab. If they don't have any ongoing trials, you can start one for them.
Partner administrators
This tab shows you a list of partner administrators that are assigned to manage the customer. You can quickly see what role each partner administrator has and add or remove administrators from here as needed.
Administrators that have access to all customers (including partner full administrators and partner read-only administrators) can be managed through the Administrators tab in Partner Hub.
Key performance indicators (KPIs)
| These KPIs only apply for customers with Webex Calling or Webex Meetings. For example, if a customer only has Webex Messaging, then the KPIs won't capture data for that customer. |
The following KPIs are available to help you see a quick high-level view on the status of your customers and their subscriptions:
- Total customers—Number of customers managed by the partner organization.
- Nearing expiration—Number of customers with a subscription or trial that's going to expire within the next 90 days.
- Nearing renewal—Number of customers with subscriptions that are set to auto-renew within the next 90 days.
- Low license assignment—Number of customers that haven't assigned as many licenses compared to other customers in the partner organization.
- Over license limit—Number of customers that assigned more licenses than they've purchased.
Choose to see data for Webex Meetings or Webex Calling
Data in all of the following sections depends on the toggle that you set after the initial KPIs. For example, if you set the toggle to Meetings, then all of the charts and graphs change to only show Webex Meetings data in the subscriptions or trials.
| Webex Calling data currently excludes Call on Webex. |
License distribution trend
This chart shows a trend of how customers are using meeting or calling licenses. You can use this chart to get a sense if all your customers are not only assigning the licenses, but if users are also actively joining meetings or making calls.
Recently added customers within the last 90 days
KPIs
- New customers—Number of customers with a new subscription or trial within the last 90 days.
- Total licenses—Total number of licenses between all the subscriptions and trials of recently added customers.
Recently added subscriptions
This table shows which subscription is associated with which customer that was recently added. Details included in this table are:
- Customer—Name of the customer organization.
- Subscription ID—Unique ID of the subscription or Enterprise Trial if it's a trial.
- Days since added—Number of days on when the subscription or trial was added to the customer organization.
- Total licenses—Number of licenses for the subscription or trial.
- Used/Assigned/Available licenses—Distribution of how the customer organization utilized the licenses. You can hover over the bar for more details.
- Weekly assignment change—Difference between the number of licenses assigned compared to last week.
- Weekly usage change—Difference between the number of licenses used compared to last week.
About to expire in next 90 days
KPIs
- Expiring customers—Number of customers with a subscription or trial that's about to expire.
- License assignment—Percentage of licenses assigned between all subscriptions or trials that are about to expire. The percentage calculation is the number of assigned licenses divided by the total number of licenses from all expiring subscriptions and trials.
- License usage—Percentage of licenses that have been used within the last seven days from customers with expiring subscriptions and trials. The percentage calculation is the number of used licenses divided by the total number of licenses from all expiring subscriptions and trials.
Subscriptions expiring soon
This table shows which expiring subscription is associated with which customer. Details included in this table are:
- Customer—Name of the customer organization.
- Subscription ID—Unique ID of the subscription or Enterprise Trial if it's a trial.
- Days until expiration—Number of days until the subscription or trial is going to expire.
- Total licenses—Number of licenses for the subscription or trial.
- Used/Assigned/Available licenses—Distribution of how the customer organization utilized the licenses. You can hover over the bar for more details.
- Usage in last 3 months—Number of licenses that have been used in the last three months.
About to renew in next 90 days
KPIs
- Renewing customers—Number of customers with subscriptions that are going to auto-renew.
- License assignment—Percentage of licenses assigned between all subscriptions that are set to auto-renew. The percentage calculation is the number of assigned licenses divided by the total number of licenses from all auto-renewing subscriptions.
- License usage—Percentage of licenses that have been used within the last seven days between all subscriptions that are set to auto-renew. The percentage calculation is the number of used licenses divided by the total number of licenses from all auto-renewing subscriptions.
Subscriptions renewing soon
This table shows which expiring subscription that's set to auto-renew is associated with which customer. Details included in this table are:
- Customer—Name of the customer organization.
- Subscription ID—Unique ID of the subscription or Enterprise Trial if it's a trial.
- Days until renewal—Number of days until the subscription or trial is going to atuo-renew.
- Total licenses—Number of licenses for the subscription or trial.
- Used/Assigned/Available licenses—Distribution of how the customer organization utilized the licenses. You can hover over the bar for specific numbers on each license.
- Usage in last 3 months—Number of licenses that have been used in the last three months.
Low assignment of licenses
KPIs
- Low assignment customers—Number of customers that haven't assigned as many licenses compared to similar Webex customers.
- License assignment—Percentage of licenses assigned between all subscriptions and trials with low assignment of licenses. The percentage calculation is the number of assigned licenses divided by the total number of licenses from all subscriptions with low assignment of licenses.
- License usage when assigned—Percentage of licenses that are actually used when assigned, among customers with low assignment of licenses. The percentage calculation is the number of assigned licenses used divided by the total number of licenses from all subscriptions with low assignment of licenses.
- Total unassigned licenses—Number of unassigned licenses from subscriptions and trials of low assignment customers.
Subscriptions with low license assignment
This table shows which subscription has a low assignment of licenses. Details included in this table are:
- Customer—Name of the customer organization.
- Subscription ID—Unique ID of the subscription or Enterprise Trial if it's a trial.
- Months since added—Number of months on when the subscription or trial was added to the customer organization.
- Assigned licenses (%)—Number and percentage of licenses that have been assigned for the subscription.
- Total licenses—Number of licenses for the subscription or trial.
- Used/Assigned/Available licenses—Distribution of how the customer organization utilized the licenses. You can hover over the bar for specific numbers on each license.
- Weekly assignment change—Difference between the number of licenses assigned compared to last week.
Customers over license limit
KPIs
- Customers with overages—Number of customers with a license overage in a subscription or trial.
- Total licenses in overages—Number of licenses that are in overage between all subscriptions and trials.
- Avg license overage—Average number of customers with a license overage.
Subscriptions with license overages
This table shows which subscription has a license overage. Details included in this table are:
- Customer—Name of the customer organization.
- Subscription ID—Unique ID of the subscription or Enterprise Trial if it's a trial.
- Months remaining—Number of months until the subscription or trial is going to expire.
- Auto-renew?—If the subscription is set to auto-renew when it’s about to expire.
- Total licenses—Number of licenses for the subscription or trial.
- Licenses assigned (%)—Number and percentage of licenses that have been assigned for the subscription or trial.
- Licenses used(%)—Number and percentage of licenses that have been assigned for the subscription or trial.
