Admin dashboard
A first screen with program headline figures and an attention list of items waiting for action.
Managers start the day knowing what needs them.
Analytics and dashboards
Reports that prove your program’s value.
Every report is built from live program activity and exports to CSV. Each day starts from a dashboard that lists what needs you.
What you can do
Reports
Reports are built from live program activity, and every view exports to CSV. They are grouped into operational metrics, marketing performance, sales performance and partner performance.
The program can prove its value, and find its weak spots.
Partner performance view
Partners see their own performance in the portal.
Partners understand where they stand and what to do next.
Global search
A search box in the admin portal finds pages, settings and records such as partners and deals, with a keyboard shortcut.
The fastest route to anything.
The reports
- Operational metrics
- Monthly highlights.
- Marketing performance
- Campaign highlights, campaign summary, MDF transactions and MDF performance.
- Sales performance
- Lead summary, deal attribution and opportunity overview.
- Partner performance
- Partner engagement, partner coverage, partner leaderboard, portal access, training and onboarding overview.
Every view exports to CSV.
Related areas
Partner recruitment, onboarding and management
Bring partners in through a controlled front door and keep one trusted record of each.
Read moreDeal registration, pipeline and co-selling
Protect the deals partners bring you and see pipeline you would otherwise miss.
Read moreLeads
Get every lead to a partner, and see which partners follow up.
Read moreSee it with your own program.
Book a demo and we’ll walk you through reports and dashboards in the admin and partner portals.