Revenue summary
You can use the Revenue summary to understand how revenue generated by customer consumption of Azure services contributes to your earnings, and why some revenue may be determined ineligible for earnings.
The Revenue summary is updated only after transactions have been evaluated, so Azure consumption that takes place in October doesn't appear in the Revenue summary until November, for example.
The Revenue summary is in the Payouts workspace, along with the Transaction history and Payments page.
What you can do with the Revenue summary
You can use the Revenue summary to:
- Look up eligible revenue, and the amount of resulting earnings, by customer or subscription.
- Look up any ineligible revenue and learn the reason why that revenue was classified ineligible for earnings.
- Supplement what you learn from the Transaction history with insights about underlying revenue amounts.
- Export data about ineligible transactions, including ineligibility reasons and attributes, to help you to understand why those transactions didn't earn incentives.
Who can use the revenue summary
Incentive users and incentive admins have access to the Revenue summary. The information available in the summary depends on the program and Microsoft Partner Network (MPN) combinations those users and admins have access to (just as with Transaction history and Payments pages). (See Assign roles and permissions to learn more about getting users set up with roles and passwords.)
When data becomes available
Azure consumption data is typically evaluated several weeks after the month in which transactions occur. Revenue summary information is updated only when that evaluation is complete. That results in a delay between when transactions occur and when they're reported, so you won't be able to see consumption for the current month in the Revenue summary. As an example, data for March would typically be evaluated in about the third week of April, and Revenue summary information would typically be updated shortly thereafter.
Customer summary view
The Customer summary view shows aggregated revenue by customer name and program/engagement.
Customer summary insights include:
- Top 10 by eligible revenue shows the top 10 customers contributing to the maximum eligible revenue.
- Top 10 by ineligible revenue shows the top 10 customers contributing to the maximum ineligible revenue.
- Top 10 by earnings shows the top 10 customers contributing to maximum earnings.
You can search for information about any customer in the customer summary, not just the top 10.
Eligible transactions
Eligible transactions are transactions that produce revenue that is eligible for earnings payments.
You can search for information about eligible transactions by customer ID or subscription ID. However, you can’t export data about eligible transactions.
Ineligible transactions
Ineligible transactions are transactions that are ineligible for earnings payments.
- The reasons why any transactions are considered ineligible for earnings are listed in the Ineligibility reasons section of this article.
- You can search for and export data about any ineligible transactions to help you find out why you may not have earned MCI incentives.
- The Revenue summary always displays the latest revenue classification (so you can’t see how a transaction was classified a month before). A transaction marked ineligible one month could be marked eligible the next month.
Ineligible transactions listed in the Revenue summary have attributes that include:
- product
- ineligible revenue
- ineligibility reason
- subscription ID
- customer name (usually available after a subscription is invoiced for the first time)
You can search ineligible transactions by customer name and subscription ID. (The number of records displayed is limited to 10.) If the information you find doesn't answer your questions, contact support for help.
Ineligibility reasons
Ineligibility reasons in the tables that follow indicate why revenue was classified ineligible for earnings. Each row in the tables also has an explanation about whether and how a partner with ineligible earnings can become eligible for earnings again.
Some ineligibility reasons in these tables may not be applicable for a particular engagement.
There are three categories of ineligibility:
Ineligible customer
| Ineligibility reason | Partner action required? | How to become eligible again |
|---|---|---|
| Customer is public sector | Yes, if customer is in United States, Puerto Rico, or India | If you responded to a proof of execution (POE) request and it was rejected, you can't become eligible again. (When a POE is rejected, email is sent explaining why.) You can request another POE within 90 days of the transaction/earning date. (Be sure to confirm receipt of the POE email when it arrives.) You can also dispute ineligibility within 90 days by contacting support with the ineligibility reason, subscription and customer information, and reason for dispute. |
| China revenue shouldn't belong to non-China partner | No | Partner can’t become eligible again by policy. |
Ineligible partner
| Ineligibility reason | Partner action required | How to become eligible again |
|---|---|---|
| Advanced specialization requirement not fulfilled | Yes | Learn about advanced specializations |
| Competency status not met or expired | Yes | View your competency status at Competencies. View the required competencies for your engagement at Incentives Engagements |
| MPA agreement expired or not signed | Yes | Verify and sign MPA agreement by guidance on The Microsoft Partner Agreement for CSP program partners |
| Co-sell eligibility expired or not established | Yes | See Co-sell with Microsoft sales teams and partners overview |
| Partner location isn't eligible for incentives | No | Partner can’t become eligible again by policy |
| MPN ID not eligible to participate in engagement | No | Partner can’t become eligible again by policy |
Ineligible transaction
| Ineligibility reason | Partner action required? | How to become eligible again |
|---|---|---|
| Proof of execution isn't approved | Yes, if you haven't responded to a digital partner of record (DPOR) proof of execution required (POE) email from Microsoft | Proof of execution request is applicable only for public sector or DPOR. Effective October 1, 2021 DPOR is no longer incentivized for Azure, so POE requests aren't sent. If you responded to email with the subject “Proof of execution required” and your response was rejected, you can't become eligible again. |
Exporting data
You can download information about ineligible transactions (but not eligible transactions) at the Revenue summary.
Exported data attributes
Attributes of ineligible transactions include:
| Attribute name | Description |
|---|---|
| agreementNumber | Agreement number (available only as applicable) |
| customerId | Identity of the customer associated with a subscription/resource. (For Azure consumption, this information isn't available for first 30 to 45 days of a new subscription unless the first invoice has been created.) |
| customerIdType | TPID or MCAPI ID |
| customerName | Name of customer |
| invoiceNumber | Invoice number (available only for partner-led, field-led, and customer-led) |
| partnerCountryCode | Enrolled MPN location |
| partnerId | MPN ID of the enrolled partner |
| partnerName | Name of the partner |
| productId | Commerce product name |
| productFamily | Product family |
| reason | Reason for ineligibility |
| subscriptionId | Subscription ID |
| transactionAmountUSD | Consumption amount in US dollars |
| transactionDate | Date of consumption or billing |
| unearnedId | Unique identifier that can help you to create a support inquiry |
| workload | Service name or workload name |
Next steps
To get more information about transactions, revenue, earnings, and payments, view the following articles.
- View the Transaction history page to view earnings and associated transaction details for all your programs with the corresponding payment status.
- View the Payments page to view completed and pending payments for all your programs.
- View the Payout statements page to get an overview of your payouts from offers sold through the commercial marketplace.