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Partner goal
tracking software
Trusted by partnership professionals at:
Most partner teams set annual or quarterly targets in a spreadsheet, then spend weeks chasing updates manually.
In Introw, you set goals and sync progress directly from HubSpot or Salesforce in real time
So you always know which partners are on track and which need help.
How partner goals
work in Introw
Define what you want to measure
Set goals based on any CRM metric: revenue closed, leads submitted, deals registered, tickets resolved, or custom objects. Choose how progress is calculated (count or sum), pick the date property, and add filters so only the right records count.
Set the frequency and target
Choose a monthly, quarterly, annual, or custom timeframe. Set a default target for all partners, or override it per partner when different tiers or regions need different expectations.
Assign to partners in bulk
Stop configuring goals one by one. Assign goals in bulk by tier, partner category, experience level, phase, or partner manager, so every partner gets the right target from day one.
Notify partners when goals are at risk
Don't wait for the quarterly review to flag underperformance. When a partner falls behind, send automated notifications via email or Slack to get them back on track before it's too late.
Show partners their own goals
Give partners visibility into their targets and progress directly in the portal. No more partner managers manually reporting numbers or partners guessing where they stand. Partners stay motivated when they can see exactly how far they've come, and what's left.
Track progress in real time
Monitor goal performance across your entire partner ecosystem from one dashboard. See who's on track, who's behind, and who's critical with progress calculated automatically based on where they should be at this point in the period.
What you can track with
partner goals
Revenue targets
Pipeline and deal goals
Lead and referral targets
Activity-based goals
Built for every role on your
partner revenue team
For Revenue Ops
For Partner Managers
For CROs
Do partners need access to our HubSpot or Salesforce?
No - partners do not need CRM access. They collaborate through the partner portal and shared views, while your internal team keeps HubSpot or Salesforce as the system of record.
How does deal and lead registration work for channel partners?
Partners submit deals and leads via their CRM (Hubspot or Salesforce), through the portal or public forms. Introw structures the data, syncs it into your CRM with attribution, and routes it to the right owner.
Can we prevent channel conflict between resellers and MSSPs?
Yes - use deal registration plus routing and ownership rules to reduce duplicates and keep visibility clear across partners.
Can partners update deal fields like close date or next steps?
Yes - it is configurable. You control which fields partners can edit and which are view-only.
Can we support multiple partner types in one portal?
Yes - segment experiences by partner type, tier, or region so each partner sees the right workflows, content, and next steps.
How fast can we launch?
You can start for free and connect HubSpot or Salesforce in minutes - then launch your first workflow (like deal registration or partner lead intake) the same day. Introw is built to be the most flexible PRM - start small, prove value fast, and expand into portals, enablement, and reporting as you scale.
Can we automate partner updates without forcing portal logins?
Yes - partners can receive structured updates and respond without needing to log in every time, reducing portal fatigue and manual follow-up.
