Partner reporting and dashboards
Stop waiting on RevOps for your partner numbers. Build partner reports yourself, arrange them into dashboards, and show every partner their own numbers in their portal.
Factorial grew partner-engaged deals 6x in a year.
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What is partner reporting and dashboards software?
Partner reporting and dashboards software shows how your partner program performs: sourced pipeline, revenue, engagement and payouts, per partner and program-wide. In Introw, partner reporting and dashboards read live HubSpot or Salesforce data next to Introw data, respect partner access, and can be shown to each partner in their own portal.
Partner revenue nobody can report on does not get budget
When partner numbers take a ticket and a week, leadership stops asking and the channel loses its case.
Without Introw
With Introw
Partner revenue next to direct revenue, on one set of numbers
Reports are the building blocks. Dashboards, partner views and portal embeds reuse them.
Answer it in minutes. Split it by region or manager.
Pick a source, group it, filter it and chart it, without SQL. Partner revenue reports from the same CRM model as your direct revenue, so the numbers hold up with finance.
CRM deals, contacts and companies, plus engagement, assets, certifications, commissions and MDF.
Roll up any partner account field, such as ARR or sourced revenue, and split it by region, tier or partner manager.
Multi-currency and your fiscal year handled, view and edit rights per report, and CSV export.
Every number opens to the opportunities behind it.
A report answers one question. A dashboard answers the ones you ask every week, so spend, return and pipeline for a program sit side by side. Update a report once and it changes everywhere it appears.
Drag saved reports onto a grid, with several dashboards as tabs.
Audience filters and a date range that apply to the whole dashboard.
A home page with new partners, portal visits, top assets, top revenue partners and deals to act on.
See which partners are fading before it shows in the QBR.
Partners go quiet before they leave. Each partner's overview shows revenue, engagement, top deals and goal progress on one page, so partner managers step in while there is still revenue to save.
A partner overview with revenue, engagement, top deals and goal progress.
An analytics tab with a dashboard scoped to that partner.
Engagement metrics that show who is active and who has dropped off.
Partners see their own numbers. Nobody sends a spreadsheet.
Partners suspect your numbers differ from theirs. Showing them their own performance from the same CRM data settles it, and each partner sees only their own numbers.
Embed any dashboard in a portal experience, scoped to that partner.
A collaboration dashboard with total revenue, deal count, average deal size and sales cycle.
Goals next to the numbers, so partners see where they stand.
Already on Power BI? Show partners their slice without rebuilding a thing.
If your analytics already live in Power BI, embed them instead of rebuilding them. Your BI team keeps one model, and each partner sees only their own rows.
Connect your tenant once and register the reports you want to show.
Place them in Introw and in partner portals.
Row-level security scopes the data to each partner.
Everything you need to run a partner program, in one place
Reports read what the rest of the program produces, so every feature you run becomes a number you can report and share.
Partner goal tracking
Goal progress shows on dashboards and on each partner's overview, from the same CRM data your reports use.
Deal registration and channel conflict
Partner analytics reads the pipeline attributed to each partner, so registered and co-sold deals show up per partner and program-wide.
MDF management
Each fund's ROI, tracked from what its projects produced in your CRM, feeds reports and dashboards. MDF is a report source next to pipeline.
Partner commissions and SPIFFs
Earned commission rolls into partner analytics, and commissions are a report builder source, so payouts sit next to the revenue behind them.
Affiliate management
Affiliate commission lines are earned commission like any other, so conversions and payouts sit in the same reports as the rest of the program.
Partner portal
Embed any dashboard in a portal experience, scoped to the partner viewing it.
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.
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.
See Introw on your own CRM
Bring your HubSpot or Salesforce, and we will show you your partners, deals and attribution live in Introw in one call. Live in weeks, owned by your team.
More on running a partner program
Frequently asked questions
It is software that measures your partner program: sourced pipeline, revenue, engagement and payouts. Introw's partner reporting and dashboards read live HubSpot or Salesforce data next to Introw data, so partner teams build reports themselves, arrange them into dashboards, and show each partner a dashboard scoped to their own numbers.
Yes. You can embed any dashboard in a portal experience, and it is scoped to the partner viewing it. There is also a collaboration dashboard with total revenue, deal count, average deal size and sales cycle, and goals can sit next to it.
No. Reports read live data from your connected CRM and from Introw, so there is no warehouse to build and no ETL to schedule. If your team already reports in Power BI, you can embed those reports in Introw and partner portals, with row-level security scoping the data per partner.
CRM objects such as deals, contacts and companies, plus Introw sources: partner engagement, assets, certifications, commissions and MDF. Any field rolled up onto the partner account, such as ARR or sourced revenue, counts as a metric too. Reports respect partner access, multi-currency and your fiscal year, and export to CSV.
Connect your CRM to Introw, build reports on your partner-attributed deals and partner account fields in the report builder, and drag them onto a dashboard. The data stays in HubSpot or Salesforce, so partner-sourced revenue sits in the same model as your direct pipeline, and the dashboard can be shared with partners.
Yes. Commissions and MDF are report builder sources, and each fund's ROI is tracked from what its projects produced in the CRM, so spend and return sit in the same reports as your pipeline. Earned commission also rolls into each partner's analytics, next to the revenue that produced it.
Yes. Ask the Introw copilot or an AI assistant connected over MCP to prepare a QBR for a partner, and it pulls their pipeline, goals, activity and commissions together. The partner's overview page also shows revenue, engagement, top deals and goal progress in one place before the call.
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.
