Partner Analytics

Healthy programs catch silent failure early. Partner analytics shows you each partner’s revenue and engagement so you can see who is thriving, who is going quiet, and act before it shows up in a QBR.

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What it does

Partner analytics gives you a per-partner view of performance. On a partner’s overview you see their revenue, engagement, top deals, and goal progress; the analytics tab shows a dashboard scoped to just that partner. Engagement metrics highlight who is active and who is going quiet, so you can intervene before a partner stalls. Partners get their own view too. In their portal you can surface a partner-scoped dashboard, a collaboration dashboard with deal metrics like total revenue, deal count, average deal size, and sales cycle, plus goals and embeds. All of it is sourced from your CRM and locked to the partner, so each partner only ever sees their own numbers.

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The problem it solves

Without per-partner visibility, problems surface too late:

• Silent failure is invisible → Engagement metrics flag partners going quiet.
• Performance is buried in the CRM → A per-partner view surfaces revenue and engagement.
• Partners have no self-serve view → A portal dashboard shows them their own numbers.
• Reviews start from scratch → Partner overviews give you the picture before a QBR.

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From problem to solution

Partner analytics turns raw CRM activity into partner-level insight. See who needs attention, act early, and give partners a scoped view of their own performance, all from trustworthy CRM data.

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Use cases

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Impact

• CRM-native - Metrics are computed from live CRM deals and activity.
• Work where you already are - Analytics show up in the portal and the CRM, not a separate tool to open.

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Who it’s for

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Works with

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Headless

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Going deeper