Partner Engagement Dashboards
Track how your partners interact with your partner portal to understand engagement patterns, identify top-performing content, and measure partner activity levels.
What You'll Learn
How to access and navigate the Engagement dashboard
Understanding the key engagement metrics
Using filters to analyze specific partners or time periods
Interpreting the engagement data to improve partner relationships
Prerequisites
You must have an Admin or Partner Admin account
Your company must have an active partner portal with partners who have access
Partners must be using the portal for engagement data to appear
Accessing the Engagement Dashboard
The Engagement dashboard provides insights into how your partners interact with your partner portal, including resources they view, time spent, and overall activity levels.
Step 1: Navigate to the Dashboard
Click on Dashboard in the main navigation menu. By default, you'll see the Revenue & Leads view.
Step 2: Switch to Engagement View
At the top of the dashboard, you'll see a view toggle with two options:
Revenue & Leads - Shows revenue metrics, deal pipeline, and lead conversion data
Engagement - Shows partner portal activity and content performance
Click on Engagement to switch to the engagement analytics view.
Understanding Engagement Metrics
The Engagement dashboard displays five key performance indicators (KPIs) at the top of the page:
Unique Users
The total number of individual partners who visited your portal during the selected time period. This helps you understand how many of your partners are actively engaging with your content.
Sessions
The total number of portal visits. A single user may have multiple sessions if they visit the portal on different occasions. Sessions automatically end after 30 minutes of inactivity or 4 hours of continuous use.
Page Views
The total number of pages viewed across all sessions. Higher page view counts indicate partners are exploring more of your portal content.
Actions
The total number of tracked interactions within the portal. This includes:
Playing videos (YouTube, Vimeo, Loom, or uploaded videos)
Downloading files and documents
Clicking on links
Viewing images in full size
Opening PDFs in new tabs
Viewing deals, leads, or collaboration cards
Completing goals
Using search features
Average Duration
The average time partners spend per session on your portal. Longer session durations typically indicate more engaged partners who find value in your content.
Engagement Timeline Chart
Below the KPI cards, you'll find the Engagement Timeline chart. This visualization shows how engagement metrics trend over time.
Reading the Chart
The chart displays three data series:
Sessions (purple line) - Number of portal visits over time
Page Views (blue line) - Number of pages viewed over time
Unique Users (dark line) - Number of distinct visitors over time
The chart uses two Y-axes:
Left axis: Sessions and Page Views
Right axis: Unique Users
Time Periods
The chart automatically adjusts its time buckets based on your selected date range:
Less than 14 days: Daily data points
14-60 days: Weekly data points
More than 60 days: Monthly data points
Hover over any data point to see the exact values for that period.
Top Content Analysis
The Top Content panel shows which resources and rooms are most popular with your partners.
Top Resources Tab
Displays your most-viewed resources ranked by view count. For each resource, you can see:
Views - Total number of times the resource was viewed
Unique Users - Number of different partners who viewed it
Click on any resource to navigate directly to that resource's detail page.
Top Rooms Tab
Shows which portal rooms receive the most traffic. Each room displays:
Views - Total page views for that room
Unique Users - Number of different partners who visited
Use this information to understand which sections of your portal are most valuable to partners.
Partner Leaderboard
The Partner Leaderboard table shows engagement metrics broken down by individual partner. This helps you identify your most engaged partners and those who may need more attention.
Leaderboard Columns
Partner
Partner company name, logo, and type (referral/reseller)
Users
Number of unique users from this partner who accessed the portal
Sessions
Total portal visits from this partner
Page Views
Total pages viewed by this partner
Avg Duration
Average session length for this partner
Rank
Engagement ranking based on a weighted score
Sorting Options
Click on any column header to sort the leaderboard by that metric. Click again to reverse the sort order. The default sorting uses an engagement score that weighs:
Sessions (40%)
Unique Users (30%)
Page Views (20%)
Session Duration (10%)
Pagination
If you have many partners, use the pagination controls at the bottom of the table to navigate through the list.
Footer Statistics
The footer row shows aggregate totals across all partners:
Total Users
Total Sessions
Total Page Views
Average Duration (across all partners)
Using Filters
Filters help you analyze specific segments of your partner engagement data.
Partner Type Filter
At the top of the dashboard, toggle between:
Referral - View engagement from referral partners only
Reseller - View engagement from reseller partners only
This filter appears only if your company has both partner types enabled.
Quick Date Filters
Use the calendar dropdown to quickly select common time periods:
Last 30 Days - Rolling 30-day window
This Month - Current calendar month
Last Month - Previous calendar month
This Quarter - Current calendar quarter
Last Quarter - Previous calendar quarter
This Year - Current calendar year
Last Year - Previous calendar year
Filter Sidebar
Click Show Filters to open the advanced filter sidebar where you can:
Filter by Specific Partners
Expand the Partners section
Use the dropdown to search and select specific partners
Multi-select is supported - choose as many partners as needed
Filter by Custom Time Period
Expand the Time Period section
Use the period selector to choose monthly, quarterly, or annual periods
Select historical periods to compare engagement over time
Resetting Filters
To clear all filters and return to the default view:
Open the filter sidebar
Click Reset All Filters at the bottom
The dashboard will refresh with unfiltered data
Best Practices
Monitor Engagement Trends
Review the Engagement dashboard regularly (weekly or monthly) to identify trends:
Increasing engagement: Your content strategy is working
Declining engagement: May indicate partners need fresh content or attention
Seasonal patterns: Plan content releases around high-engagement periods
Identify At-Risk Partners
Partners with low or declining engagement may need proactive outreach. Look for:
Partners with zero sessions in the past 30 days
Partners with declining session durations
Partners who visit but don't interact (low action counts)
Optimize Your Content
Use the Top Content analysis to guide content decisions:
High-performing resources: Create more similar content
Underperforming content: Consider updating or promoting it
Popular rooms: Ensure these sections stay current and valuable
Compare Partner Segments
Use the partner type filter to compare engagement between:
Referral vs. reseller partners
Newly onboarded vs. established partners
High-performing vs. average partners
Common Issues
No Engagement Data Showing
Problem: The dashboard shows no data or "No engagement data" messages.
Solution:
Verify that partners have access to your portal
Ensure partners have actually logged into the portal
Check that you haven't applied filters that exclude all data
Allow 24 hours for new portal activity to appear in analytics
Engagement Numbers Seem Low
Problem: The engagement metrics appear lower than expected.
Solution:
Review your partner communication - are partners aware of the portal?
Check the selected date range - try expanding it
Verify portal access permissions for all partners
Consider sending portal announcement emails to drive traffic
Chart Shows Unexpected Gaps
Problem: The timeline chart has periods with no data.
Solution:
This is normal if there was no portal activity during those periods
Check if the date range includes holidays or vacation periods
Verify the partner type filter isn't excluding active partners