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Revenue and Leads Analytics

The Revenue and Leads view on your dashboard shows your partner program's sales performance. It covers pipeline value, revenue, leads, conversion, win rates, and partner performance.

Go to Dashboard and select Revenue and Leads. This is the default dashboard view.

KPIs

The top of the page shows six metrics:

  • Open Pipeline: Total value of deals currently marked New or In Progress. 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: Deals Won divided by 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.

Conversion funnel

The funnel shows three stages:

  1. Total Leads: All leads included in the selected period and filters.

  2. Accepted Leads: Leads that reached accepted or converted status. Accepted Leads and Deals Won are separate figures.

  3. Deals Won: Won deals included in the selected period and filters.

The funnel also shows:

  • Overall Conversion: Deals Won 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.

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.

Select Reset all filters to return to the default dashboard view.

Other dashboard 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.

Good to know

  • Revenue and Leads is the default dashboard view.

  • Goals are managed by admins.

  • Saved views are available only in Revenue and Leads.

  • Dashboard access requires a paid plan.

  • The dashboard does not currently provide an export control.

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