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Partner performance dashboard

Build a live Partner Performance dashboard using Introw Reports & Dashboards and embed it in your partner portal.

Written by Wouter Moyaert

A Partner Performance dashboard gives your partners a live view of the metrics that matter β€” deals closed, pipeline contribution, revenue over time, engagement, and anything else you want to track. You build it in Introw using Reports & Dashboards and embed the result in your partner portal. Each partner automatically sees only their own data β€” no manual scoping, no exports, no stale numbers.

There are three steps:

  1. Create your reports

  2. Combine them into a dashboard

  3. Embed the dashboard in your partner portal

πŸ’‘ Introw Tip: Any report or dashboard you embed is automatically scoped to the partner viewing the portal β€” the same dashboard works for every partner, and each one only ever sees their own numbers.


Step 1: Create your reports

Each widget on your dashboard is a saved report. Build the individual metrics you want your partners to see β€” for example Total Revenue, Weighted Pipeline, Number of deals, Average deal size, Average sales cycle, or Revenue over time.

Reports can be built on CRM data (deals, opportunities, leads, tickets, …) or on Introw data (portal visits, engagement events, certifications, …), and support number, bar, line, and pie visualisations.

πŸ“˜ Full step-by-step: How to create a report.


Step 2: Combine your reports into a dashboard

Create a new dashboard (e.g. Partner Performance Overview), add the reports you just built as widgets, and arrange them in a layout that tells a clear story for your partners.

πŸ“˜ Full step-by-step: How to create a dashboard.


Step 3: Embed the dashboard in your partner portal

In the Experience Builder, add a Dashboard section to your partner experience and pick your Partner Performance dashboard. Save and publish β€” each partner will now see a live version scoped entirely to their own data.

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