Introw’s Goals feature allows you to easily set, track, and manage objectives for your partners. These goals help align partner efforts with your strategic priorities, monitor progress over time, and provide partners with clear milestones to work toward.
📹 Learn more in this quick walk through video ⬇️
What are Partner Goals?
Introw's partner goals are performance targets that update automatically using real-time data from your connected CRM (such as HubSpot or Salesforce). Instead of asking partners or partners managers to report progress manually, Introw pulls the latest data directly from your CRM and displays them in your partner’s goals overview.
These goals can help you measure:
Referrals submitted
Qualified leads created
Revenue sourced or influenced
Tickets resolved
etc.
Because the data comes directly from your CRM, it’s always accurate, up-to-date, and standardized across all partners.
How to create Partner goals
Define what you want to measure
Set the core details of your goal: its name, visibility, and the CRM object or metric to track, such as revenue, pipeline, or activities. Refine what counts toward the goal by choosing which partner attributions to include, how progress is calculated (count or sum), which date property determines eligibility, and any filters that narrow the data to what truly matters.
Select a timeframe
Define how often the goal is defined by choosing a custom, monthly, quarterly, or annual frequency.
Choose who the goal applies to
Decide whether the target type should be partner specific or defaulted for an an entire tier of partners.Set the target
Enter the numerical target you want partners to reach, whether that’s a revenue amount, the number of sourced opportunities, or activity-based metrics.
You can set a default value for all new partners that get the goal assigned or set values for each partner that override the default value.
Assign the goal
Once assigned, partners can view their progress in real time on their Introw portal, automatically updated from your CRM.You can assign goals in bulk based on experience, tier, partner manager, phase or partner category.
Track performance of the goal
You can monitor goal progress both from the main goals overview and within each partner’s detail page. Introw users can see exactly which CRM records contribute to a partner’s progress, ensuring full transparency into how results are calculated.
Clicking on any goal card opens a detailed view showing the underlying records, allowing you to quickly validate performance and understand what is driving the numbers.
How the partner goal status is calculated
Goal status shows how your partners are progressing toward the targets you’ve set. It compares their actual progress to what they are expected to achieve at that point in time:
Not started – The goal hasn’t started yet.
On track – The partner is meeting or exceeding expected progress.
Behind – The partner is slightly behind schedule (less than 50% behind expected progress).
Critical – The partner is 50% or more behind expected progress.
Achieved – The goal has been fully completed.
Ended – The goal period has ended without being fully achieved.
For example, if a partner has a monthly goal of $100k in ARR and it’s the 14th (halfway through the month), they would be expected to have closed about $50k:
$50k or more → On track
Slightly under $50k → Behind
$25k or less → Critical
This gives you a clear view of which partners are on pace and where additional support may be needed.