CRO · Dashboard · Intermediate · Saves 25+ hours
Partner Revenue Dashboard
A dashboard for tracking partner revenue and performance.
What's included
- Revenue Metrics
- Partner-sourced revenue
- Partner-influenced revenue
- Revenue by partner tier
- Revenue by partner type
- Activity Metrics
- Deal registration volume
- Certification status
- Marketing activity
- Partner Health
- Engagement scores
- Performance trends
- Risk indicators
- Comparison Views
- Partner comparison
- Period comparison
- Benchmark comparison
Best used when
- Building partner reporting
- Tracking channel performance
- Managing partner business
- Executive reporting on channel
The template
The Template
REVENUE METRICS
Partner Revenue Tracking
PARTNER REVENUE DASHBOARD
REVENUE OVERVIEW:
Total partner revenue: $__________
Partner-sourced: $__________ (____%)
Partner-influenced: $__________ (____%)
YoY growth: _____%
% of total revenue: _____%
BY PARTNER TIER:
Platinum: $__________ (___%)
Gold: $__________ (___%)
Silver: $__________ (___%)
Registered: $__________ (___%)
BY PARTNER TYPE:
Resellers: $__________
Referral: $__________
SI: $__________
Technology: $__________
BY GEOGRAPHY:
North America: $__________
EMEA: $__________
APAC: $__________
LATAM: $__________
Revenue Trend Table
| Quarter | Target | Actual | Variance | YoY |
|---|---|---|---|---|
| Q1 | ||||
| Q2 | ||||
| Q3 | ||||
| Q4 |
ACTIVITY METRICS
Partner Activity Tracking
PARTNER ACTIVITY METRICS
DEAL REGISTRATION:
Registrations submitted: _____
Registrations approved: _____
Approval rate: _____%
Average deal size: $_____
PIPELINE:
Partner pipeline: $__________
Partner coverage: _____x
Average sales cycle: _____ days
Win rate: _____%
CERTIFICATION STATUS:
Partners certified: _____/_____
Certifications expiring: _____
New certifications: _____
MARKETING ACTIVITY:
MDF utilized: $______ of $_______
Campaigns executed: _____
Leads generated: _____
Campaign ROI: _____x
PARTNER HEALTH
Partner Health Indicators
PARTNER HEALTH SCORECARD
ENGAGEMENT SCORE (by partner):
Portal logins (30 days): _____
Training completion: _____%
Deal registrations: _____
Support requests: _____
Marketing participation: _____
HEALTH INDICATORS:
🟢 Healthy (80-100):
- Active engagement
- Growing revenue
- Certification current
🟡 At Risk (50-79):
- Declining activity
- Flat revenue
- Certification gaps
🔴 Critical (<50):
- No recent activity
- Revenue decline
- No current deals
INTERVENTION TRIGGERS:
☐ No registration in 60 days
☐ Revenue decline >20%
☐ Certification expired
☐ Support complaints
Partner Health Matrix
| Partner | Revenue | Activity | Certification | Overall |
|---|---|---|---|---|
Frequently asked questions
What is the Partner Revenue Dashboard?
A dashboard for tracking partner revenue and performance.
Who is the Partner Revenue Dashboard for?
It is built for CROs and their teams working on Channel & Partners. The AI coach adapts it to your company, stage, and goals.
How long does the Partner Revenue Dashboard take to use?
It saves roughly 25+ hours versus building from scratch. Our AI coach can tailor the dashboard to your situation in minutes, then hand you a step-by-step plan.
Is the Partner Revenue Dashboard free?
Yes. You can read the full dashboard and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Partner Revenue Dashboard?
The coach teaches you the framework, asks a few questions about your business, tailors the dashboard to you, and gives you measurable next steps to execute.