For partner managers who want partners aligned on a clear, measurable target.A goal gives partners something concrete to work toward, like closing ten deals this quarter, and shows them live progress against it. Launching one is a full job: you define what it measures, set the targets, assign it to partners, and surface it in their portal so they can track themselves without you sending updates. This guide walks the whole arc so a partner ends up seeing their own goal progress in the portal.
What you’ll achieve
A published goal assigned to your partners, with each partner seeing their own live progress toward their target inside the partner portal.Before you start
Connect your CRM
Goal progress is computed from CRM object lists (for example deals) and from Introw certifications, so the relevant objects must be mapped. Partner attribution must be configured for the object so progress can be credited to each partner.
Confirm goals access and quota
You need goals write access, and your plan must have goal quota available.
Set up tiers or segments (optional)
If you plan to set targets by tier or segment, define those first so partners fall into the right group.
Set your fiscal year start (optional)
If your reporting periods do not follow the calendar year, set your fiscal year start in Company settings so quarter and year periods line up with your fiscal calendar. See the implementation reference.
Watch it
- Video
- Click through
Steps
Create the goal
Open Goals and start a new goal
Go to Goals and start a new goal. On the create screen, choose create from scratch to open the goal builder, which has a Configure tab and a Values tab with a live preview on the right.
Configure what the goal measures
On the Configure tab, define the metric. The preview updates as you go.Name and describe the goal
- Name - what partners see, for example “Closed-won deals”. Make it specific.
- Description - a short line of context, for example “Close 10 deals this quarter”, so the intent is clear in the portal.
Choose the data source
- Data source - the object the goal counts. Pick a CRM object that has partner attribution (such as deals) or Introw certificates to track certifications. This drives the rest of the form, so set it first.
- Attribution - shown only when the object has more than one partner attribution method. Choose which attribution counts toward the goal, or leave it on all methods.
Set the aggregation
- Aggregation - Count to count records (for example number of deals), or Sum of property to total a numeric value.
- Aggregation property - shown only for Sum of property: the numeric or currency property to sum, for example deal amount. Certificate goals are always a count.
Choose the date property and filters
- Date property - for recurring goals on a CRM object, the date field used to place each record into a period (for example created date or close date). Required for monthly, quarterly, and yearly goals; not used for one-time goals or certificate goals.
- Filters - narrow which records count, for example only deals in a closed-won stage, so the goal measures exactly what you intend.
Set the frequency and date range
- Frequency - One Time, Monthly, Quarterly, or Yearly. This sets whether partners have a single target or a recurring target each period.
- Start date and End date - the window the goal runs over. Together with the frequency, these define the periods partners are measured against.
Set the targets
Switch to the Values tab to decide who is measured and against what numbers.Choose the target type
- Target Type - how targets are assigned:
- Tier based - one target per tier, so all partners in a tier share the same goal. This is the most common setup for a structured program.
- Partner based - a target per partner, for individual goals you can fine-tune later.
- Segment based - one target for a segment of partners.
- Tier plan (tier based) or Segment (segment based) - the tier plan or segment whose groups receive targets.
Enter the target values
A table appears with a column per period and a row per tier, partner, or segment. Enter the target value each group should reach in each period, for example 10 closed-won deals per quarter. These numbers are what progress is measured against.
Assign the goal to partners
A goal only reaches partners once it is assigned to them. Assigning is what makes a partner’s progress appear in their portal.Open Assign to partners
On the goal’s detail page, select Assign to partners. (It also opens automatically right after you save a new goal.)
Select the partners
In the Assign your goal to your partners dialog, filter by tier, experience, or owner if needed, then select the partners who should receive the goal. Partners who already have it stay selected.
Show the goal in the portal
To let partners see their own progress, add a Goals section to a portal experience.Open the experience
Go to the Experience builder and open the portal experience your partners see.
Add the Goals section
Add a Goals section to a stage. This is the block that renders partner goal progress.
Choose which goals to show
Open Goals settings and, under Configure goals, toggle on the goals you want to surface. Only goals that are assigned to a partner appear for them, so each partner sees just their own goals and targets. Optionally adjust which object properties show for each goal, then choose Save.
Verify it worked
Open the portal as an assigned partner and confirm the Goals section shows their goal with a live progress bar against their target. Back on the goal’s detail page, partners are grouped by status (on track, at risk, achieved), and you can select partners and use Nudge to prompt anyone falling behind.Related
Read a partner's analytics
See goal progress alongside revenue.
Add a collaboration dashboard section
Add deal metrics next to goals.
Implementation reference
Full configuration options.