> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a collaboration dashboard section

> Give partners ready-made deal metrics in their portal, scoped to their own data, and choose which deal properties they see.

> For partner marketing giving partners built-in deal metrics with no report building.

You do not always need to build a custom dashboard to give partners meaningful numbers. The Dashboard section (the collaboration dashboard) shows ready-made deal metrics, total revenue, deal count, average deal size, sales cycle, and revenue over time, scoped automatically to the viewing partner. This guide adds that section to a portal experience and tunes which deal properties partners see, so each partner gets a useful, self-serve view in a few clicks.

## What you'll achieve

A portal section that shows each partner their own built-in deal metrics, with a deal table whose columns you have chosen and labelled, live in the partner portal.

## Before you start

<Steps>
  <Step title="Confirm deal data and attribution">
    Partners need attributed deals for the metrics to populate. Confirm your CRM is connected, deals are mapped, and partner attribution is configured.
  </Step>

  <Step title="Have a portal experience ready">
    You add the section to an existing portal experience, so have the experience you want partners to see ready to edit.
  </Step>
</Steps>

## Watch it

<Tabs>
  <Tab title="Video">
    <video controls playsInline preload="none" poster="https://assets.introw.io/docs/features/reporting/partner-analytics/guides/add-a-collaboration-dashboard-section/steps/01.png?v=1783354606" className="w-full rounded-xl" src="https://assets.introw.io/docs/features/reporting/partner-analytics/guides/add-a-collaboration-dashboard-section/video.webm?v=1783354606#t=2.5" />
  </Tab>

  <Tab title="Click through">
    <iframe className="w-full rounded-xl" style={{ width: "100%", aspectRatio: "16 / 11", border: 0, backgroundColor: "#FAFAFA" }} src="https://assets.introw.io/docs/features/reporting/partner-analytics/guides/add-a-collaboration-dashboard-section/walkthrough.html?v=1783354606" />
  </Tab>
</Tabs>

## Steps

<Steps>
  <Step title="Open the experience">
    Go to the [Experience builder](https://app.introw.io/templates) and open the portal experience your partners see.

    <Frame>
      <img src="https://assets.introw.io/docs/features/reporting/partner-analytics/guides/add-a-collaboration-dashboard-section/steps/02.png?v=1783354606" alt="Open the experience" />
    </Frame>
  </Step>

  <Step title="Add the Dashboard section">
    Add the **Dashboard** section to a stage. It renders the built-in deal metrics, total revenue, deal count, average deal size, sales cycle, and a revenue-over-time chart, scoped to the viewing partner.

    <Frame>
      <img src="https://assets.introw.io/docs/features/reporting/partner-analytics/guides/add-a-collaboration-dashboard-section/steps/05.png?v=1783354606" alt="Add the Dashboard section" />
    </Frame>
  </Step>

  <Step title="Choose which deal properties partners see">
    In the section's **Configure properties** settings, decide which deal properties appear in the deal table beneath the metrics.

    * **Add property** - pick the deal properties to show, for example stage, amount, or close date, plus Introw-native fields like Account, Attribution, and Commission. Add only what is useful to a partner.
    * **Rename** - edit any property's displayed label so it reads in partner-friendly language without changing the underlying field.
    * **Reorder** - drag properties into the order partners should read them, most important first.

    <Frame>
      <img src="https://assets.introw.io/docs/features/reporting/partner-analytics/guides/add-a-collaboration-dashboard-section/steps/06.png?v=1783354606" alt="Choose which deal properties partners see" />
    </Frame>
  </Step>

  <Step title="Position the section">
    Place the section on the stage where partners will see it, near other performance content.
  </Step>

  <Step title="Publish">
    Publish the experience so the section goes live for partners.

    <Frame>
      <img src="https://assets.introw.io/docs/features/reporting/partner-analytics/guides/add-a-collaboration-dashboard-section/steps/07.png?v=1783354606" alt="Publish" />
    </Frame>
  </Step>
</Steps>

## Verify it worked

Open the portal as a partner and confirm the deal metrics render for their data, with the deal table showing the properties you chose in the order and labels you set. Each partner sees only their own deals.

<Frame>
  <img src="https://assets.introw.io/docs/features/reporting/partner-analytics/guides/add-a-collaboration-dashboard-section/steps/14.png?v=1783354606" alt="The partner sees their analytics" />
</Frame>

## Related

<CardGroup cols={2}>
  <Card title="Show a partner dashboard in the portal" icon="book-open" href="./show-a-partner-dashboard-in-the-portal">
    Add a custom dashboard too.
  </Card>

  <Card title="Launch a partner goal" icon="book-open" href="/features/reporting/goals/guides/launch-a-partner-goal">
    Add targets alongside metrics.
  </Card>

  <Card title="Implementation reference" icon="screwdriver-wrench" href="../technical">
    Full configuration options.
  </Card>
</CardGroup>
