For partner marketing giving partners self-serve insight.Partners ask “how am I doing?” far less when they can see for themselves. Surfacing a dashboard in their portal, scoped to their own data, gives them ongoing visibility and frees your team from pulling numbers on request.
What you’ll build
A portal experience showing each partner their own dashboard.Before you start
Watch it
- Video
- Click through
Steps
Open the experience
Go to the Experience builder and open the portal experience.
Add an embed
Add a Dashboard embed or Report embed section. Both render scoped to the viewing partner.
Verify it worked
Open the portal as a partner and confirm the dashboard shows only their data.Related
Add a collaboration dashboard section
Show built-in deal metrics.
Embed a dashboard in the portal
Embed an org dashboard.
Implementation reference
Full configuration options.