Revenue & Leads Dashboards
Track your partnership revenue, lead pipeline, and deal performance with comprehensive analytics and goal tracking.
What You'll Learn
How to access and navigate the Revenue & Leads dashboard
Understanding the key performance metrics
Setting and tracking goals for your team
Analyzing partner performance and pipeline health
Prerequisites
You must have an Admin or Partner Admin account
Your company must have active partnerships
Leads and deals must be created for data to appear
Accessing the Dashboard
The Revenue & Leads dashboard is your central hub for monitoring partnership performance.
Navigate to the Dashboard
Click on Dashboard in the main navigation menu. The Revenue & Leads view is shown by default.
If you're viewing the Engagement dashboard, click Revenue & Leads in the view toggle at the top to switch back.
Understanding Key Metrics
The dashboard displays six key performance indicators (KPIs) at the top of the page:
Open Pipeline
The total value of all deals currently in progress. This shows your potential revenue from deals that haven't closed yet.
Revenue
Total revenue from won deals during the selected time period. This represents actual closed business from your partnerships.
Goal tracking: Admins can set revenue targets. A progress bar shows how close you are to reaching your goal.
Leads
The total number of leads generated during the selected period. For referral partners, you can toggle between:
Received - Leads your partners sent to you
Sent - Leads you sent to your partners
Goal tracking: Set lead targets to measure your pipeline growth.
Lead Conversion
The percentage of leads that converted into won deals. This measures how effectively leads are moving through your pipeline.
Formula: (Deals Won / Total Leads) x 100
Goal tracking: Set conversion rate targets to improve pipeline efficiency.
Deals Won
The total number of deals closed as won during the selected period. This counts closed business regardless of deal value.
Goal tracking: Set targets for the number of deals to close.
Win Rate
The percentage of all deals that were won (vs. lost or still open).
Formula: (Deals Won / Total Deals) x 100
Goal tracking: Track how well your team converts opportunities.
Revenue & Leads Chart
The main chart visualizes your revenue and lead trends over time.
Reading the Chart
The chart displays two data series:
Revenue (bar chart) - Revenue per period shown as bars
Leads (line chart) - Lead count per period shown as a line
Time Bucketing
The chart automatically adjusts based on your date range:
Short ranges: Monthly data points
Longer ranges: Quarterly aggregation
Hover over any data point to see exact values for that period.
Conversion Funnel
The funnel visualization shows how leads progress through your pipeline:
Total Leads - All leads in the selected period
Qualified Leads - Leads that progressed (based on conversion rate)
Deals Won - Successfully closed deals
Total Revenue - Value generated from won deals
This helps you identify where leads drop off and optimize your sales process.
Partner Leaderboard
The Partner Leaderboard shows performance metrics by individual partner, helping you identify top performers and partners who may need support.
Leaderboard Columns
Partner
Partner company name, logo, and type
Leads
Number of leads from this partner
Conv. Rate
Lead-to-deal conversion percentage
Deals Won
Number of closed won deals
Revenue
Total revenue from this partner
Avg Deal
Average deal value
Sorting Options
Click any column header to sort by that metric. Click again to reverse the order.
Setting Goals
Admins can set performance goals to track progress and motivate the team.
Opening the Goal Panel
Click the Manage Goals button in the dashboard header
The goal management panel will open
Setting Goal Values
For each metric, you can set a target value:
Revenue Goal - Target revenue amount
Leads Goal - Target number of leads
Conversion Rate Goal - Target conversion percentage
Deals Won Goal - Target number of won deals
Win Rate Goal - Target win percentage
Goal Periods
Goals are tied to specific time periods:
Monthly - Goals for calendar months
Quarterly - Goals for calendar quarters
Annual - Goals for the full year
Select the appropriate period when setting goals to ensure accurate progress tracking.
Viewing Progress
Once goals are set, each KPI card shows:
A progress bar indicating completion percentage
The current value vs. target value
Visual indicators when approaching or exceeding goals
Using Filters
Filters help you analyze specific segments of your partnership data.
Partner Type Filter
Toggle between partner types to see performance by segment:
Referral - View metrics for referral partners
Reseller - View metrics for reseller partners
Lead Direction Filter (Referral Partners)
When viewing referral partners, choose which leads to analyze:
Received - Leads your partners sent to you
Sent - Leads you sent to your partners
Quick Date Filters
Use the calendar dropdown for 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 access advanced filtering:
Filter by Specific Partners
Expand the Partners section
Search and select specific partners
Choose multiple partners to compare performance
Filter by Custom Time Period
Expand the Time Period section
Select monthly, quarterly, or annual periods
Choose historical periods for comparison
Note: When filtering by specific partners, goal progress indicators are hidden since goals apply to all partners collectively.
Resetting Filters
Click Reset All Filters in the filter sidebar to return to the default view.
Best Practices
Review Weekly
Check the dashboard weekly to:
Monitor progress toward goals
Identify trending partners
Catch potential issues early
Compare Time Periods
Use different date ranges to identify:
Month-over-month growth trends
Seasonal patterns in your business
Impact of recent initiatives
Analyze Partner Segments
Compare referral vs. reseller performance to:
Understand which model works best
Allocate resources effectively
Identify coaching opportunities
Track Lead Quality
Monitor conversion rates to assess lead quality:
High leads + low conversion = quality issue
Low leads + high conversion = volume opportunity
Both high = strong performance
Use Goals Strategically
Set realistic, achievable goals that:
Motivate without overwhelming
Align with business objectives
Account for seasonality
Common Issues
No Data Showing
Problem: The dashboard shows zeros or no data.
Solution:
Verify you have active partnerships
Check that leads and deals exist in the system
Expand the date range to include more data
Verify your user has access to the relevant partnerships
Goals Not Appearing
Problem: Can't see goal progress or edit goals.
Solution:
Only Admin users can manage goals
Goals require a standard time period (month, quarter, year)
Custom date ranges don't show goal progress
Partner-filtered views hide goal progress
Revenue Numbers Seem Off
Problem: Revenue doesn't match expectations.
Solution:
Check the selected date range
Verify deal close dates fall within the period
Review partner type filter settings
Confirm deals are marked as "Won" status
Conversion Rate Is 0%
Problem: Conversion rate shows 0% despite having data.
Solution:
Conversion requires both leads and won deals
Verify deals are linked to the correct leads
Check the date range includes deal close dates