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Where it lives

Partner Analytics sits under Partners, at Partners.
The Analytics tab of a partner record: that partner's own revenue, deal count, average deal size and sales cycle, with their revenue charted month by month.

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Before you start

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How it works

Partner analytics appears in two places. On a partner’s detail page, the Overview tab shows revenue, engagement, top deals, and goals, and the Analytics tab embeds a dashboard scoped to that partner. Deal metrics are filtered by pipeline and attribution and locked to the partner. In the portal, you surface partner-facing analytics through portal sections: a Dashboard section (the collaboration dashboard) shows total revenue, deal count, average deal size, sales cycle, and a revenue-over-time chart; you can also add a Dashboard embed, a Report embed, or Goals. All partner-facing views are scoped to the viewing partner.

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Settings & configuration

Operator analytics are on the partner detail page from Partners.

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Partner overview

Open a partner to see revenue, engagement, top deals, and goal progress on the Overview tab.

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Partner analytics tab

The Analytics tab shows a dashboard scoped to the partner.

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Collaboration dashboard section

In the Experience builder, add a Dashboard section to an experience to show deal metrics for the partner.

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Dashboard and report embeds

Add a Dashboard embed or Report embed to a portal experience to surface org-built views, scoped to the partner.

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How-to guides

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Troubleshooting

Partner-facing analytics are always scoped to the viewing partner, so a partner only sees their own data. Deal metrics depend on the pipeline and attribution configuration, so confirm those are set. Engagement metrics reflect activity recorded in Introw and the CRM.
Confirm deals are attributed and the pipeline is selected.
The partner may have no recorded activity in the period.
The partner has no data in scope for that view.