Introw’s Dashboard section allows you to define the metrics that matter most to your partners by pulling data directly from your CRM. You can select which pipeline to use (for example, Sales Pipeline or Renewal Pipeline), decide which attributed deals to include, such as Partner-Sourced Deals or Reseller Deals, and choose which property to use for aggregated data (such as Deal Amount, MRR, or Contract Value). This flexibility provides clear, real-time insights into your partnership performance.
Introw shows the following default metrics.
Total Revenue: All deals with this partner that are marked in your CRM as closed won
Weighed pipeline : All deals with this partner that are neither closed won nor closed lost.
Number of deals: Total value of all deals closed won with this partner.
Total deals: All deals registered including closed won.
Average deal size: Total value of all deals (incl. closed lost) divided by the amount of deals.
Average sales cycle: The average 'days to close' for all closed won deals in your CRM, showing the average time between Create Date and Close Date.
Introw tip! You can add as many dashboard section as needed to a partner portal (via the experience), making it easy to share multiple metrics with your partners.
Configuring the dashboard section
You now have several configuration options to tailor the dashboard to your partners’ needs. The layout will appear blurred in your view, as the data is only populated when you are viewing it within the specific partner portal.
Select your pipeline:
Choose which CRM pipeline you want the dashboard to use. This allows you to view metrics specific to different stages or segments of your sales process.Choose your aggregation property:
Decide which deal property should be used to calculate the aggregated sums — for example, Deal Amount, Contract value, or Annual recurring Value.
Choose an additional filter:
Configure an additional filter to decide which deals to be used within the metric cards such as “Deal type,” “Country” or “Renewal", etc. These filters only work for properties that exist on the deal or opportunity object in your CRM.
Set a default time range:
Define a default time range for the dashboard, such as “Last Month,” “This Quarter,” or “All Time", etc.
Configure metric labels:
The titles of each metric card can be updated to match the selected aggregation property like for example "ARR over time". Keeping your dashboard clear and aligned with your chosen metric property.