Reporting & Dashboards

Reporting in Introw turns partner activity into answers. Build custom reports from your CRM data, assemble them into dashboards, track goals against targets, and surface the right view to partners in their portal - no separate BI project required.

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The problem it solves

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Impact

Every partner suspects the vendor’s numbers differ from theirs. Showing them their own performance out of the same source you report on is a surprisingly rare thing to be able to do.

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How this area works

Reporting starts with the report builder, where you pick a data source, from CRM objects like deals to Introw-native sources like engagement, assets, commissions, and certifications, then choose a visualization and grouping. Reports become building blocks you arrange into dashboards, and the home page gives you a program-wide overview the moment you log in. Where this sits in a setup. Reporting proves the program rather than starting it. Every setup track leaves it until partners are producing data worth reading. Goals let you set targets by tier, partner, or segment and track progress automatically. Partner analytics shows each partner’s revenue and engagement, and you can surface a partner’s own dashboard, goals, or an embedded Power BI report in their portal. Everything is sourced from your CRM and respects partner access, so the numbers are trustworthy and scoped correctly.

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Run it from your AI assistant