> ## 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 reports, assemble dashboards, track goals, and give partners their own view, all sourced from your CRM.
export const Headless = ({prompts = []}) => {
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Introw is headless by design: run everything here in plain language from Claude, ChatGPT,
Slack, Teams, or your own CRM through Introw's MCP server, with every
action written straight back to your CRM source of truth. The portal is one surface, never the only one.
{prompts.length > 0 ? :
The agentic playbook - lifecycle deep dives and a Claude Code skill library that run your partner program
from Claude, ChatGPT, Slack, and your CRM.
}
;
};
> 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:
```mermaid theme={"theme":{"light":"github-light","dark":"github-dark"}}
flowchart LR
data["CRM and Introw data"] --> reports["Report builder"]
reports --> dashboards["Dashboards"]
dashboards --> team["Your team"]
dashboards --> partners["Partner portal"]
```
## Capabilities
Build custom reports from CRM and Introw data.
Assemble reports and see your program at a glance.
Track each partner's revenue and engagement.
Set targets and track progress automatically.
Embed external Power BI reports with per-partner access.
## Who works in this area
Builds reports, dashboards, and goals.
Owns metrics and pipeline definitions.
Surfaces analytics to partners in the portal.
## Headless
## All guides
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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.
Show a dashboard to partners.
Define your fiscal year start date so Introw dashboards, analytics, and time ranges align with your internal reporting periods.
Tune your program overview.
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.
Give partners ready-made deal metrics in their portal, scoped to their own data, and choose which deal properties they see.
See revenue and engagement.
Give partners their own view.
Connect your Power BI tenant, register a report, scope it per partner with row-level security, and embed it in the partner portal.
Create a custom report end to end: choose a data source, shape the metric and grouping, filter the audience, and pick the right chart.
Get the raw data out.