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Before a check-in or a QBR, you want the full picture of how a partner is doing. Reading their analytics, revenue, engagement, top deals, and goal progress, gives you that in one place, so you walk into the conversation prepared and can spot anyone going quiet.

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What you’ll build

A clear read on a single partner’s performance.

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Before you start

1

Confirm CRM and pipeline

Deal metrics need a connected CRM and a selected pipeline.

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Watch it

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Steps

1

Open the partner

Go to Partners and open the partner.
Open the partner you want to understand before a check-in or QBR.
2

Review the Overview

Read revenue, engagement, top deals, and goals on the Overview tab.
The Overview rolls up the revenue this partner has influenced.
3

Open the Analytics tab

Switch to the Analytics tab for the partner-scoped dashboard.
Analytics shows the partner's dashboard in detail.

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Verify it worked

You can see the partner’s revenue, engagement, and goal progress.

Show a partner dashboard in the portal

Give the partner the same view.

Launch a partner goal

Set targets to track.

Implementation reference

Full configuration options.