Introw's revenue dashboard allows you to get real-time insights into your partnership performance with key metrics such as total revenue, new deals created, average deal size and your partner's average sales cycle.
The dashboard is available on the partner detail once you connect your CRM and can be embedded in your partner room as well.
On your partner detail you can find the dashboard under the activity tab.
Introw shows following metrics based on the date range*
Deals won : All deals with this partner that are marked in your CRM as closed won
Deals lost : All deals with this partner that are marked in your CRM as closed.
Pipeline : All deals with this partner that are neither closed won nor closed lost.
Total revenue: Total value of all deals won with this partner.
Average deal size: Total value of all deals (incl. closed lost) divided by the amount of deals.
Average sales cyle: The average 'days to close' for all closed won deals in HubSpot, showing the average time between Create Date and Close Date.
New deals created: All deals created in Hubspot that are linked to this partner
* Our default date range is All Time
If you want to share this information with your partner as well, you can embed it straight into their room.
Select the template that is linked to your partner room.
Find a good spot in your template where you want to visualize your partners performance metrics and click add section.
Select HubSpot and choose Dashboard
The dashboard will be blurred in your template as the data will be filled once you are in the specific partner room.
Publish the changes of your template - more info here
Go to your partner room and enjoy the dashboard!
