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Reports answer one question; dashboards answer many at once. Drag your saved reports into a dashboard, and get a program-wide overview the moment you log in to the home page.

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What it does

Dashboards are collections of your saved reports, arranged on a drag-and-drop grid. You can create multiple dashboards as tabs, set audience filters and a date-range preset that apply across the whole dashboard, and control who can see each one. Because dashboards reuse saved reports, updating a report updates it everywhere it appears. The home page gives you a program overview automatically: new partners, portal visits, top assets, top revenue partners, and highlights like deals to act on and form submissions, scoped to a pipeline and date range you choose. And any dashboard can be embedded in a partner portal, so partners see a curated view of their own performance.

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The problem it solves

Scattered reports do not give you the full picture:
  • Reports live in isolation → Dashboards group related reports into one view.
  • There is no single landing view → The home page shows the program at a glance.
  • Partners lack visibility → Embed a dashboard in their portal.
  • Filters are reset every time → A dashboard’s audience and date settings apply across it.

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From problem to solution

Dashboards bring your reporting together. Assemble reports into focused views, rely on the home page for the daily overview, and share curated dashboards with partners, all from the same building blocks.

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Use cases

See the program at a glance

Land on a program overview.

Group related reports

Build focused dashboards.

Share with partners

Embed dashboards in portals.

Apply filters once

Set audience and dates per dashboard.

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Impact

  • CRM-native - Dashboard data comes from live CRM reports.
  • Time to value - Dashboards read live CRM data from day one, with no data warehouse or BI project to build first.
  • Low total cost of ownership - Partner ops assembles dashboards with no engineering.

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Who it’s for

Partner Operations

Builds and shares dashboards.

RevOps

Curates the program overview.

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Works with

Report Builder

Dashboards show the reports you build.

Goals & KPIs

Track goal progress on dashboards.

Partner Analytics

Surface partner performance.

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Going deeper

How to

Setup, configuration, and all how-to guides.

API reference

Integration surface and code.