Goals & KPIs

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.

​

The problem it solves

Targets that live in a spreadsheet do not drive behavior:

​

Impact

Partners perform to a number they can see. Publishing the target and their progress against it is the cheapest performance lever in a partner program.

​

See it work

​

How it works

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. 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.

​

Run it from your AI assistant

​

Going deeper

Works with