Partner goal tracking
Turn partner targets into partner revenue. Set what good looks like per motion, region and tier, see who is on track or behind while there is time to act, and show every partner how to grow.
A partner who is going to miss shows up in week two, not at the quarterly review.
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What is partner goal tracking software?
Partner goal tracking software sets targets for partners and measures progress against them. In Introw a goal counts or sums anything in your HubSpot or Salesforce data, such as revenue, pipeline, leads or certifications. It scores every partner on pace, shows partners their own progress in the portal, and can feed tier requirements.
Targets in a spreadsheet do not move revenue
A goal only changes behaviour when the partner can see it, it is right for their motion, and it updates itself.
Without Introw
With Introw
Goals that drive partner engagement and partner revenue
Define a goal once and it tracks itself for every partner it applies to.
Set it once on live CRM data. No spreadsheet to maintain.
Revenue is the wrong measure for most partner types. A goal counts or sums whatever your CRM already holds, filtered to the records that count, so every motion is held to a number that means something for it and nobody restates a target by hand.
Closed revenue or open pipeline for resellers, qualified leads for referral partners, certified people for implementation partners.
Targets per tier, per segment or per partner: enter one number for Gold and every Gold partner has it.
One-time, monthly, quarterly or yearly, on your fiscal calendar.
Partners see where they stand every day, so they push the right deals.
Partners perform to a number they can see. Every closed deal moves their goal in the portal, and pace status tells you in week two who is off track, when a nudge can still change the outcome.
Achieved at 100% of target, on track within 5% of the pace the period needs.
Behind at 5% or more off pace, critical at 50% or more.
Each partner sees only their own goals, from the same numbers you report on.
Introw AI surfaces the deal that closes the gap.
A goal that is behind needs a next step, not a chart. Ask the Introw copilot or your own AI assistant which partners need attention and which open deal gets them back on pace, and your partner managers spend their week on the partners who need them.
Nudge partners straight from the goal's page.
Automate the chase with a dynamic segment on the same CRM data and a workflow.
Ask Claude or ChatGPT over MCP: "Which partners are behind on their goals?"
Hit the goal, meet the tier requirement, and the tier change announces itself.
A goal is the first step on a partner's growth path, and the rewards follow the tier. Add a goal as a tier requirement so partners see how far they are from the next tier; when the tier changes, a workflow tells the partner in their inbox and their Slack channel.
Meeting a goal does not promote a partner on its own: promote with a workflow on another trigger or a bulk tier change after a review.
Commission rates can be set per tier, and on HubSpot tier discounts set the price resellers quote.
Everything you need to run a partner program, in one place
A goal is the reality check the rest of the program runs on. These are the parts of Introw that get partners to it.
Partner tiering
Add a goal as a requirement on a tier, and partners see live progress toward the next one in their portal.
Partner training and certification
A goal can count certificates earned, so "three certified people" becomes a tracked number instead of a claim by email.
Partner workflow automation
There is no goal-status trigger, so build a dynamic segment on the same CRM data the goal counts.
Partner commissions and SPIFFs
Commission rates can target a tier or a segment, so the goal is what partners track on the way to the better rate.
Partner portal
Add a goals section to a portal experience and choose which goals it shows. Each partner sees only their own, in their own language.
Partner Connect and MCP
Your team and your partners read goal progress from Claude or ChatGPT over MCP, and prepare a partner business review with pipeline, goals and commission status.
Run it from your AI assistant
Ask Claude, ChatGPT or another assistant connected to Introw over MCP.
Built into HubSpot and Salesforce
Run another CRM? Connect it through the API or Zapier, or start without a CRM and add one later.
Introw for HubSpot
Introw reads and writes your own HubSpot objects and properties, custom objects included, so there is no second partner database. Partners register and co-sell on native deals, and your reps work with them from the Introw card on the record. Rated 4.9 on the HubSpot Marketplace.
Introw for Salesforce
Introw runs on Salesforce as the system of record, with two-way sync, custom-object mapping and field-level control. Partners are portal users, never Salesforce users, so no Experience Cloud build and no external seats. Your reps get partner context and actions in the Introw panel on the record. Listed on Salesforce AgentExchange.
One program for every partner motion
Run every partner type side by side. Each gets its own experience, forms, goals and rules, on the same CRM records.
Referral partners
Refer in seconds from any channel, see deal progress, get paid referral rewards.
Resellers and VARs
Deal registration that protects margin, quotes on HubSpot, certification and tiers.
MSPs and MSSPs
Registration, certified engineers, renewals and recurring commission.
Distributors and two-tier
Credit for the reseller and the distributor on one deal, and scoped access to their network.
Co-sell and technology partners
The live CRM deal without a seat, account overlap, shared tasks and MDF.
Implementation partners and SIs
A clean handoff on the won deal, go-live tasks and certification.
Affiliates
Tracked links, live earnings, payouts without an invoice.
Why teams choose Introw
Most teams are choosing between four options: keep it manual, lean on a general AI assistant, buy a legacy PRM, or run Introw. Here is how they compare where it matters.
Introw connects to the tools your team and partners already use
CRM
HubSpot and Salesforce, two-way on your own objects and fields.
Chat
Slack, Microsoft Teams and WhatsApp. Partners register deals, get updates and ask questions in the channel they already watch.
AI assistants
Claude, ChatGPT and any assistant that supports MCP, for your team and your partners, under the same permissions.
Payouts and billing
Introw Pay for partner payouts; Stripe and Chargebee feed commissions from billing data.
Data and account mapping
Crossbeam overlaps inside Introw, Power BI embedded with per-partner row-level security.
Agreements and automation
DocuSign for agreements as an onboarding step, Zapier and a versioned REST API for the rest.
Built for every role on your partner revenue team
Channel Partner Manager
CRO
RevOps
Partner Marketing Manager
What Introw customers say
"Partner activity jumped from 20% to 70%. It molds to how we work, and that shows up directly in engagement."
"We went from 10 partners to over 200 in a year. Introw gave us the structure to scale that fast without adding headcount."
"3,5x growth in partner activity, great partner experience, amazing support and flawless HubSpot integration."
Introw fits your program at every stage
The same platform runs a first program and a global channel, so you start where you are and never re-platform.
Launching a program
You are moving off spreadsheets, often as a team of one. You go live in weeks with no implementation project: deal registration, a branded portal, onboarding and content, configured by your team.
Scaling from tens to hundreds of partners
You run several motions at once. Segments, tiers, MDF, commissions and workflows run on one platform, and your team ships changes the same day without a consultant.
Enterprise and global channel
Thousands of partners across regions and teams. SAML and OIDC SSO, SCIM, role-based access with record scoping, multi-step approvals, multiple currencies and languages, and a white-label portal on your domain.
Pricing that stays predictable as you grow
The whole product at the scale of one partner, with no time limit and no credit card.
Invite as many of a partner's people as you like.
CRM-only roles that need partner context in HubSpot or Salesforce do not take a seat.
MCP for Claude, ChatGPT and your partners' assistants is not an add-on.
Your partner team configures forms, portals, tiers and workflows without code.
Track your first partner goal on your own CRM
Connect HubSpot or Salesforce on the free plan: the whole product at the scale of one partner, no time limit, no credit card.
More on running a partner program
Frequently asked questions
Partner goal tracking software sets targets for partners and tracks progress against them. In Introw, goals count or sum live HubSpot or Salesforce data, with targets per tier, partner or segment. Every partner is scored on pace as achieved, on track, behind or critical, with progress visible in their portal.
Any count of CRM objects or sum of a property you attribute to partners: closed revenue, open pipeline, deals registered, leads shared or tickets resolved. Goals can also count certifications. Periods run one-time, monthly, quarterly or yearly, aligned to your fiscal year.
Yes. Add a goals section to a portal experience and choose which goals it shows. Each partner sees only the goals assigned to them, calculated from the same CRM data your team reports on.
Yes. Each goal takes tier-based, segment-based or partner-based targets. A segment per region lets APAC and EMEA resellers carry different numbers on the same goal.
A goal can be a requirement on a tier, so partners see live progress toward the next tier. Commission plans can pay a rate per tier, and on HubSpot tier discounts set quote prices.
No. Meeting a goal shows as achieved, but it does not change the tier or book a reward on its own. You promote through a workflow on another trigger or a bulk tier change, and the new tier syncs to your CRM.
Every partner on a goal gets a pace status that compares progress with how much of the period has passed. Behind means 5% or more off pace, critical 50% or more. Nudge them from the goal's page or automate the chase with a segment and a workflow.
See AI-Native PRM in Action
Connect HubSpot or Salesforce on the free plan: the whole product at the scale of one partner, no time limit, no credit card.
