Your Partner Program
Command Center

55+

Dashboard Pages

8

Report Types

45+

Admin Features

<5 min

Setup Time

PROGRAM OVERVIEW

One Dashboard. Full Visibility.

See partner-influenced revenue, pipeline, win rates, and program health at a glance. Real-time data from Convex — not cached reports that lag behind.

• Program Health Score (0–100) across 4 weighted categories
• Period-over-period trend badges on every KPI
• Action items: tier reviews, unpaid commissions, pending deals
• Getting started checklist for new program setup

ATTRIBUTION ENGINE

Every Dollar Traced Back to a Partner

Three real-world attribution models with a full audit trail for every calculation. When an AE questions a payout, show them the exact logic — step by step.

• Deal Reg Protection — registering partner wins (80% of programs)
• Source Wins — whoever sourced the opportunity gets credit
• Role Split — predefined % by partner type for co-sell
• Tamper-evident audit trail with calculation chain

COMMISSION ENGINE

Rules That Scale. Payouts That Reconcile.

Define commission rules by partner tier, product line, and deal size. Bulk-approve payouts. Run end-of-quarter reconciliation. Export everything to CSV.

• Tiered rates: Gold 20%, Silver 15%, Bronze 10% — or custom
• Product-line rules match against your actual catalog
• Bulk payout approval with checkbox select
• Dispute resolution with full admin review workflow

PARTNER INTELLIGENCE

Know Which Partners Need Attention

Health scores computed from real deal data. At-risk detection before churn happens. Leaderboard rankings to drive competition. Recommendations backed by performance data.

• Individual partner health scores (0–100) across 5 dimensions
• Auto-classification: healthy, at-risk, churning, new
• Partner comparison — benchmark 2–4 partners side by side
• Scorecards: print-ready partner performance reports

REPORTS & ANALYTICS

QBR-Ready. Board-Ready. Always.

8 report types cover every question a VP faces — from weekly exec updates to quarterly business reviews. Print/PDF support, copy-to-clipboard, and export to CSV.

• QBR Reports with Q-over-Q deltas and top partner leaderboard
• Win/Loss Analysis by partner, product, and deal size
• Revenue Intelligence with concentration risk warnings
• Weekly Digest with copy-as-text for Slack or email

OPERATIONS

Manage 140 Partners Without the Chaos

Bulk actions, pipeline views, deal registration workflows, and team management. Everything that used to take a spreadsheet and 3 hours now takes 3 clicks.

• Pipeline kanban board with drag-style status columns
• Bulk partner operations: tag, tier change, status, export
• Deal registration: partners submit, admins approve in one click
• Team management with Admin/Manager/Member roles

Program Health Score

Composite 0–100 score across engagement, velocity, payouts, and growth

3 Attribution Models

Deal Reg Protection, Source Wins, Role Split — full audit trail

Commission Rules Engine

Tiered rates by partner level, product line, and deal size

Deal Registration

Partners register, admins approve — commissions auto-calculate

Partner Health Scores

Individual 0–100 scores with at-risk and churning alerts

Leaderboard & Gamification

Ranked partner performance with medals and composite scoring

QBR Reports

Executive quarterly reviews with Q-over-Q deltas and print/PDF

Revenue Intelligence

Revenue by partner type, tier, concentration risk analysis

Win/Loss Analysis

Win rates by partner, product, deal size with auto-generated insights

Goals & Targets

Set quarterly objectives and track live progress from real data

Weekly Digest

Automated exec summary with KPIs, top partner, and at-risk alerts

Dispute Resolution

Full dispute lifecycle with admin review workflow and audit trail

API Keys & Webhooks

Scoped API keys, HMAC-signed webhooks for 15 event types

Team Management

Invite teammates, assign roles, admin-only guards, audit logging

Bulk Actions & Tags

Batch tag, tier, status, and export operations across partners

Notification Preferences

Per-event toggles, email digest frequency, quiet hours