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Partner reports
& dashboards
Partner reporting shouldn’t
require a fire drill
Most partner teams manage reporting through scattered spreadsheets, CRM exports, and manually assembled decks. Your CEO asks which partners drove pipeline last quarter and suddenly you’re filtering CRM records, switching tabs, copying numbers into slides, and hoping everything reconciles. A two-minute question turns into a two-hour fire drill.
Without live visibility, partner teams fly blind. Which deals are partner-sourced versus partner-influenced? Which partners are stalling? Where is engagement dropping off? The data exists in your CRM, but nobody has time to dig it out on demand.
Introw turns your CRM into a live partner reporting engine
Every deal, portal visit, form submission, and asset view is pulled live from HubSpot or Salesforce and surfaced in dashboards your whole team can use.
Ihre Schmerzen
Wie Introw sie löst
How reporting works in Introw
See partner pipeline and revenue at a glance
The partner performance dashboard gives you a live view of total revenue, weighted pipeline, deal count, average deal size, and average sales cycle, per partner, per segment, or per partner manager. No building, no exporting, always up to date.
Build custom reports on any CRM object
Go beyond default metrics. Pick any CRM object, including custom objects, choose your pipeline, attribution model, and metrics, then save and share the report with anyone on your team. Build once, reference anytime.
Track every partner activity in your CRM
Every portal login, form submission, asset view, and comment is auto-logged to the partner’s contact and company record in HubSpot or Salesforce. Your sales reps see full partner context without leaving their workflow, and you can use activity data in lists, workflows, and reports.
Give partners their own dashboard inside the portal
Each partner sees their own scoped dashboard inside the portal, showing only their own deals, pipeline, and performance. No CRM login required, no chasing you for numbers. Partners stay informed and engaged without any extra work on your side.
Report on partners directly in HubSpot or Salesforce
Because Introw sits natively on your CRM, you can build partner dashboards and reports directly inside HubSpot or Salesforce, not just inside Introw. Blend partner activity with deal data, segment by tier, region, or partner type, and report on partners alongside every other data point your sales team already uses.
Why CRM-native reporting matters
One source of truth
QBR prep in minutes, not days
Spot underperformers before it’s too late
Partners stop chasing you for their numbers
Built for every role on your
partner revenue team
For Channel & Partnership Leaders
For CROs & Revenue Leaders
For RevOps
For Partner Marketing Managers
„Introw hat unser altes PRM durch eine viel einfachere und effektivere Lösung ersetzt. Das spart uns Zeit und sorgt dafür, dass alle auf dem gleichen Stand sind.“
„Seit der Einführung unseres Partnerportals auf Introw ist das Engagement unserer Partner um über 30 % gestiegen.“
„Endlich ein Tool, das die Zusammenarbeit mit Partnern skalierbar macht.“
How is this different from reporting in a standard PRM?
Most PRMs store their own copy of your data and report on that, which means you end up with two sources of truth and a reconciliation problem. Introw sits natively on HubSpot or Salesforce, so every report pulls directly from the same pipeline your sales team already uses. No duplicate data, no sync lag, no extra tool to maintain.
Can partners see their own performance data?
Yes. Each partner gets a scoped dashboard inside the portal showing only their own deals, pipeline, and activity. They see their numbers in real time without needing a CRM login or sending you a request.
Can I report on partner-sourced versus partner-influenced revenue separately?
Yes. Introw tracks both sourced and influenced attribution against partner records. You can break these out in your dashboards or build custom reports on each attribution model, giving you a complete view of partner impact on pipeline and revenue.
What does “partner activity in the CRM” mean exactly?
Every action a partner takes inside the portal, logging in, submitting a form, viewing an asset, opening email, leaving a comment, is automatically logged as a native event on their contact and company record in HubSpot or Salesforce. Your team sees this context directly in the CRM, and you can use these events in lists, workflows, and reports just like any other CRM data.
How is this different from just building reports in HubSpot myself?
Introw adds the partner-specific data layer that HubSpot alone does not have. Portal engagement events, partner-scoped dashboards, and pre-built partner performance views are all created by Introw and pushed into your CRM. You can absolutely build custom reports in HubSpot on top of this data, and many teams do.
