Reporting in Introw turns partner activity into answers. Build custom reports from your CRM data, assemble them into dashboards, track goals against targets, and surface the right view to partners in their portal - no separate BI project required.
What this area does
Reporting starts with the report builder, where you pick a data source, from CRM objects like deals to Introw-native sources like engagement, assets, commissions, and certifications, then choose a visualization and grouping. Reports become building blocks you arrange into dashboards, and the home page gives you a program-wide overview the moment you log in. Goals let you set targets by tier, partner, or segment and track progress automatically. Partner analytics shows each partner’s revenue and engagement, and you can surface a partner’s own dashboard, goals, or an embedded Power BI report in their portal. Everything is sourced from your CRM and respects partner access, so the numbers are trustworthy and scoped correctly.Why it matters
- CRM-native - Reports and goals are computed from live CRM data, so partner-sourced and partner-influenced numbers sit in the same defensible model RevOps uses for direct revenue, and the board sees one set of figures.
- Time to value - Dashboards read live CRM data from day one. There is no data warehouse to build, no ETL to schedule, and no BI project, so the metrics that matter are visible as soon as the CRM is connected.
- Low total cost of ownership - Partner teams build reports, dashboards, and goals themselves, so a new question gets answered without opening a RevOps ticket.
How it fits together
CRM and Introw data become reports, dashboards, and views for both sides:Capabilities
Report Builder
Build custom reports from CRM and Introw data.
Dashboards
Assemble reports and see your program at a glance.
Partner Analytics
Track each partner’s revenue and engagement.
Goals & KPIs
Set targets and track progress automatically.
Power BI
Embed external Power BI reports with per-partner access.
Who works in this area
Partner Operations
Builds reports, dashboards, and goals.
RevOps
Owns metrics and pipeline definitions.
Partner Marketing
Surfaces analytics to partners in the portal.
Headless
All guides
Build a dashboard
Assemble saved reports into a single dashboard: create it, add and arrange reports on the grid, and scope it with audience filters and a date range.
Embed a dashboard in the portal
Show a dashboard to partners.
Set a custom fiscal year
Define your fiscal year start date so Introw dashboards, analytics, and time ranges align with your internal reporting periods.
Set the home pipeline and date range
Tune your program overview.
Launch a partner goal
Set a goal end to end: define what it measures, set targets by tier, assign it to partners, and surface live progress in the partner portal.
Add a collaboration dashboard section
Give partners ready-made deal metrics in their portal, scoped to their own data, and choose which deal properties they see.
Read a partner's analytics
See revenue and engagement.
Show a partner dashboard in the portal
Give partners their own view.
Surface Power BI in the portal
Connect your Power BI tenant, register a report, scope it per partner with row-level security, and embed it in the partner portal.
Build a report
Create a custom report end to end: choose a data source, shape the metric and grouping, filter the audience, and pick the right chart.
Export report data to CSV
Get the raw data out.