> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Reporting & Dashboards

> See your partner program in the numbers that matter - build CRM-sourced reports, assemble dashboards, track goals, and give partners their own view.

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      {intro ? <p>
          Introw is <strong>headless</strong> by design: run everything here in plain language from Claude, ChatGPT,
          Slack, Teams, or your own CRM through Introw's <a href="/features/developer/mcp">MCP server</a>, with every
          action written straight back to your CRM source of truth. The portal is one surface, never the only one.
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            See all prompts
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        </div> : <Card title="See the headless motion" icon="wand-magic-sparkles" href="/headless">
          The agentic motion - lifecycle deep dives and a Claude Code skill library that run your partner program from
          Claude, ChatGPT, Slack, and your CRM.
        </Card>}
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};

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export const Pains = ({children}) => <div className="not-prose" data-overview="pains">
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> 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.

## The problem it solves

<Pains>
  | Without Introw | With Introw |
  | - | - |
  | Every question is a RevOps ticket | Build the report yourself |
  | Partner numbers live apart | The same model as direct revenue |
  | A BI project comes first | It reads live CRM data now |
  | Partners cannot see their own | A scoped view in their portal |
</Pains>

## Impact

Every partner suspects the vendor's numbers differ from theirs. Showing them their own performance out of the same source you report on is a surprisingly rare thing to be able to do.

<Impact>
  for your business

  * **In your CRM**
    Reports and goals compute from live CRM data, so partner-sourced revenue sits in the model RevOps already defends
  * **Live in days**
    No warehouse to build and no ETL to schedule: the metrics are visible as soon as the CRM is connected
  * **Cost to run**
    Partner teams build reports, dashboards and goals themselves, so a new question is not a ticket

  for your partners

  * **Self-serve**
    A dashboard, their goals, or an embedded Power BI report, scoped to only their own numbers
  * **Enabled**
    They can see what good looks like against a target, not just what they happened to do
  * **Efficient**
    No review spent agreeing on numbers, because both sides are reading the same ones

  [A day in the life of your partners](/days-in-the-life)
</Impact>

<Personas>
  * **Partner Operations** - reports without a ticket
  * **RevOps** - one defensible set of numbers
  * **Partner Marketing** - analytics surfaced to partners
  * **Partners** - their own performance, scoped
</Personas>

## How this area works

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.

**Where this sits in a setup.** Reporting proves the program rather than starting it. Every [setup track](/tracks) leaves it until partners are producing data worth reading.

<Rail>
  * ![A report in the builder, with its data source, chart type, and the x-axis, y-axis and breakdown that shape it.](https://assets.introw.io/docs/features/reporting/report-builder/shots/report.png)

    [**Report Builder**](./report-builder)

    Any CRM or Introw source, charted your way.

    [How to · 3 guides](./report-builder/technical)

  * ![A dashboard, with total revenue, deal count, average deal size and sales cycle across the top and revenue over time charted underneath, all on one date range.](https://assets.introw.io/docs/features/reporting/dashboards/shots/dashboard.png)

    [**Dashboards**](./dashboards)

    Saved reports on a drag-and-drop grid.

    [How to · 4 guides](./dashboards/technical)

  * ![The Analytics tab of a partner record: that partner's own revenue, deal count, average deal size and sales cycle, with their revenue charted month by month.](https://assets.introw.io/docs/features/reporting/partner-analytics/shots/analytics.png)

    [**Partner Analytics**](./partner-analytics)

    Each partner's revenue and engagement.

    [How to · 3 guides](./partner-analytics/technical)

  * ![A goal broken out per partner, each one's revenue against the target drawn as a bar with the percentage reached beside it.](https://assets.introw.io/docs/features/reporting/goals/shots/goal.png)

    [**Goals & KPIs**](./goals)

    Targets by tier, partner or segment, tracked live.

    [How to · 1 guide](./goals/technical)

  * ![The CRM & Data integrations, where Power BI and Looker connect a BI tool straight to the program's data.](https://assets.introw.io/docs/features/reporting/power-bi/shots/catalog.png)

    [**Power BI**](./power-bi)

    Your existing reports, with per-partner security.

    [How to · 1 guide](./power-bi/technical)
</Rail>

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.

## Run it from your AI assistant

<Headless>
  * Which Gold partners are at risk?
  * How is Acme tracking against its goals this quarter?
  * Prepare a QBR for Acme with pipeline, goals, activity, and commissions.
</Headless>


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