Partner goal tracking software
Introw is an agentic PRM platform that lets you set revenue, pipeline, and activity goals for every partner and track their progress in real time from your HubSpot or Salesforce CRM, so you always know who's on track and who needs help.
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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.
In Introw, you set goals and sync progress directly from HubSpot or Salesforce in real time
Goals update automatically from CRM data
Partners see their own progress in the portal
Automated alerts when a partner falls behind
How partner tacking work in Introw
Define what you want to measure
Admins 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
Your team can 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
Partners gain 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
Track closed-won revenue by partner: sourced, influenced, or both. Set quarterly or annual ARR targets and see real-time progress synced from your CRM pipeline.
Pipeline & deal goals
Measure how many deals each partner registers, qualifies, or moves to a specific stage. Ideal for tracking partner-sourced pipeline velocity.
Lead & referral targets
Count submitted leads or qualified referrals per partner. See which partners are actively contributing and which have gone quiet.
Activity-based goals
Track any CRM-based activity: tickets resolved, meetings booked, certifications completed, whatever maps to your partner success criteria.
Built for every role on your partner revenue team
Let us show you how we roll
Channel Partner Manager
Pipeline visibility
Deal registration
Partner updates
Tiering
Conflict resolution
CRO
Revenue generation and attribution
Forecasting
Pipeline quality
Channel leverage
Accountability
RevOps
CRM data health
Automation
Governance
Reporting consistency
Routing logic
Partner Marketing Manager
Campaigns
Co-marketing assets
Engagement tracking
Lead and revenue generation
Still curious? Here are some quick answers to help clear things up
Partner tracking software monitors how your channel partners are performing – their revenue, pipeline, leads, and activity – so you can see who's driving results and who's falling behind, in real time instead of in a spreadsheet. Note that the term is also used for affiliate tracking tools that track referral links and conversions; this is the channel-partner-performance kind.
Partner tracking software replaces weeks of chasing partners for updates with real-time visibility: goals and progress update automatically from your CRM, so you always know who's on track, who's behind, and who's critical. It lets you step in before the quarterly review, with automated alerts the moment a partner falls behind, and it keeps partners motivated because they can see their own progress.
Key features of partner tracking software include configurable goals or KPIs tied to your CRM (revenue, pipeline, leads, activity), automatic progress calculation, performance statuses (on track, behind, critical), partner-facing dashboards, and automated alerts. Introw covers these: set goals on any CRM object with filters and attribution rules, assign them in bulk by tier or region, calculate progress against expected pace automatically, show partners their own goals and the records behind them, and notify partners by email or Slack when they're at risk.
Goals show one of six statuses: Not started, On track (meeting or exceeding expected progress), Behind (slightly under expected pace), Critical (50%+ behind expected pace), Achieved (target met), or Ended (period closed without completion).
Yes. Partners can view their goals and progress directly in the Introw portal. They can also see which CRM records contribute to their progress so there's full transparency into how numbers are calculated.
You can notify partners via email or Slack when their goal status changes or when they fall behind. You can also bulk-notify all partners who are at risk on a specific goal in one click.
No. Goals update automatically from your CRM. As deals close, leads are submitted, or activities are logged, progress reflects instantly, no manual input required.
Are you already an active Introw partner?
Book a demo with one of our partner program experts, or explore Introw on your own time.
