Revenue and Leads Analytics
The Revenue and Leads view on the Reports page shows your partner program's sales performance. It covers pipeline value, revenue, leads, conversion, win rates, and partner performance.
Go to Reports and select Revenue and Leads. This is the default Reports view.
KPIs
The top of the page shows six metrics:
Open Pipeline: Total value of open deals — those marked New, In Progress or On Hold, excluding expired deals. This metric is not limited by the selected time period.
Revenue: Total base-currency value of deals whose latest win occurred in the selected period.
Leads: Total leads created in the selected period.
Lead Conversion: Accepted Leads divided by Total Leads, expressed as a percentage.
Deals Won: Deals whose latest win occurred in the selected period.
Win Rate: Deals Won divided by all scoped deals, including open deals.
Performance timeline
The monthly timeline plots Leads and Revenue over the selected period. If you have set goals, target lines appear for Leads and Revenue.
Lead acceptance funnel
The funnel shows how many of the leads created in the selected period were accepted:
Total Leads: All leads included in the selected period and filters.
Accepted Leads: Leads that reached accepted or converted status.
Beneath the funnel, Activity in selected period shows Deals Won in selected period: won deals from the period, counted separately from the lead cohort.
The card also shows:
Lead acceptance rate: Accepted Leads as a percentage of Total Leads.
Avg Deal Value: Revenue divided by Deals Won.
Partner leaderboard
The sortable, paginated leaderboard compares partners using Leads, Conversion Rate, Deals Won, Revenue, Avg Deal, and rank.
When company goals are available and no specific partner is selected, the leaderboard also shows progress against company goals. These are company targets, not separate goals assigned to each partner.
With Co-selling on (see Platform Modules), the leaderboard adds a Co-sold revenue column — the value of a partner's own won deals that also had a supporting partner, with the sourced-alone value, the co-sold deals won and the co-sold open pipeline on hover. The figure is already part of the partner's Revenue and is never used for ranking. Two further columns cover the deals each partner supports on another partner's lead: Supporting deals and Supporting won, with the partner's open supporting pipeline on hover. The headings use your company's supporting-partner label if you have renamed it, for example Implementation deals. A note above the table explains that the supporting figures are kept out of the leads, revenue and deals-won columns; they cover the partners listed here, and each partner's own analytics has their full supporting-partner figures.
Co-selling filter
When Co-selling is turned on (see Platform Modules), the Revenue and Leads view shows a Co-selling switch beside the other filters, with three options:
All: every deal and lead, as before.
Co-sold: only deals that have at least one supporting partner, and the leads behind them.
Not co-sold: everything else, including leads that have no deal yet.
The filter narrows the whole page at once: the KPIs, the performance timeline, the lead acceptance funnel and the partner leaderboard. Hover the information icon next to the switch for a reminder of the rules.
Each deal is still counted once, under its primary partner. A supporting partner never gets the deal added to its revenue.
A lead counts as co-sold when it has a co-sold deal.
Goals are hidden while Co-selling is set to Co-sold or Not co-sold, because your goals are set for all deals. Set the filter back to All to see them again.
The switch is only on the Revenue and Leads view. If you switch to another Reports view, it goes back to All.
The Co-selling choice is saved with a saved view, so a view set to Co-sold opens that way.
Tip: Use Co-sold together with the partner, category or tier filters to see how much revenue comes from deals where several partners worked together.
Manage goals
Admins can set monthly, quarterly, and annual goals for:
Revenue
Leads
Lead Conversion
Deals Won
Win Rate
Select Manage Goals to open the goal panel. Goals save as you edit, and you can duplicate them into other periods.
Goal targets appear for standard monthly, quarterly, or annual periods when no specific partner is selected.
Saved views
Saved views preserve frequently used Revenue and Leads filters. They are private to each user.
A saved view can include:
Partner type
Lead direction
Time period
Specific partners
Categories
Tiers
Partnership stages
You can rename, duplicate, reorder, and set a default view. Each user can save up to 20 views.
Filters
Partner type: Referral or Reseller.
Lead direction: Available for Referral partnerships. Choose Received or Sent. Reseller leads use the received flow.
Time period: Use a quick preset or choose a predefined monthly, quarterly, or annual period.
Specific partners: Search for and select one or more partners.
Category: Filter by partner categories.
Tier: Filter by partner tiers.
Partnership stage: Filter by partner stages.
Co-selling: On the Revenue and Leads view only, when the Co-selling module is on. Choose All, Co-sold or Not co-sold — a co-sold deal has at least one supporting partner and is still counted once, under its primary partner; a lead counts as co-sold when it has a co-sold deal. The filter narrows the KPIs, timeline, funnel and leaderboard, and goals are hidden while it is on. With Not co-sold the supporting-partner columns are hidden; the Co-sold revenue column shows only with All. See Co-selling filter above.
Select Reset all filters to return to the default Reports view.
Other Reports views
Engagement: Partner portal usage and content activity.
Commissions: Commission and payment performance. Requires the Manual Payments module.
Certifications: Training and certification performance. Requires the LMS module.
Incomplete currency totals
Revenue and pipeline figures are shown in your company base currency. A deal recorded in another currency is converted using its exchange rate. If no rate is available for that currency, the deal is left out of monetary totals rather than being counted at the wrong value.
When this happens, a notice headed Some monetary values are unavailable appears beneath the KPIs, above the performance timeline and above the partner leaderboard. It tells you how many deals were excluded and which currencies are affected, for example "2 deals in JPY could not be converted and are excluded from monetary totals". Partners with excluded deals also show a shorter version of the notice under their row in the leaderboard, including partners ranked outside the visible rows.
Lead counts, conversion rates and win rates are not affected, as they do not depend on currency conversion.
Good to know
Revenue and Leads is the default Reports view.
Goals are managed by admins.
Saved views are available only in Revenue and Leads.
Reports access requires a paid plan.
A deal imported from HubSpot or Salesforce already won or lost counts under its real close date rather than the day it was imported (new imports only — earlier imports keep their import date).
Co-selling never changes your company totals. A co-sold deal is counted once, under its primary partner, in revenue, pipeline and deal counts.
Reports does not currently provide an export control.