Skip to main content
For partner ops who want a useful daily landing view.
The home page is the first thing you see, so it should reflect the program you actually run. Choosing the deal pipeline for the program overview and a date range tailors the widgets, like top revenue partners and closed-won deals, to the numbers you care about.

​
What you’ll build

A home page program overview tuned to your pipeline and timeframe.

​
Before you start

1

Confirm CRM connection

Revenue and pipeline widgets need a connected CRM.

​
Watch it

​
Steps

1

Open Home

Go to Home.
Open Home
2

Pick the pipeline

In the program overview, select the deal pipeline to base metrics on.
Pick the pipeline
3

Set the date range

Choose the date range for the overview.

​
Verify it worked

The program overview reflects the selected pipeline, and your pipeline choice persists next time.

Build a dashboard

Create deeper custom views.

Read a partner's analytics

Drill into one partner.

Implementation reference

Full configuration options.