Partners perform to clear targets. Goals let you set what good looks like, by tier, partner, or segment, track it automatically from CRM data, and show partners their progress so they always know where they stand.
What it does
Goals turn intent into measurable targets. You define a goal by what it counts, a count of CRM objects or a sum of a property, set a frequency from one-time to yearly, and choose how targets are assigned: the same target per tier, a custom target per partner, or per segment. Goals can also track certifications, not just CRM objects. Progress is calculated automatically from your CRM and certification data, with views for goals that are achieved, on track, or at risk. You assign goals to partners, publish them so partners see their own progress in the portal, and nudge partners who are falling behind, all keeping targets and results tied to the CRM.The problem it solves
Targets that live in a spreadsheet do not drive behavior:- Targets are static and manual → Goals track progress automatically from CRM data.
- One target fits no one → Set targets by tier, partner, or segment.
- Partners do not know where they stand → Published goals show progress in the portal.
- At-risk partners go unnoticed → At-risk views and nudges prompt action.
From problem to solution
Goals make targets live. Define them once, let progress update from the CRM, and give partners and your team a shared, current view of who is on track and who needs a nudge.Use cases
Set clear targets
Define what good looks like.
Tailor by tier or segment
Match targets to the program.
Track automatically
Progress updates from the CRM.
Motivate partners
Show progress and nudge.
Impact
- Low total cost of ownership - Partner ops sets and manages goals with no engineering.
- CRM-native - Progress is computed from live CRM and certification data.
Who it’s for
Partner Operations
Defines and assigns goals.
Partner Marketing
Publishes goals and nudges partners.
Works with
Dashboards
Goal progress shows on dashboards.
Partner Analytics
Measure progress against goals.
Tiers
Tie goals to tier requirements.
Headless
Going deeper
How to
Setup, configuration, and all how-to guides.
API reference
Integration surface and code.