Partner reports & dashboards
See which partners drive pipeline, which deals are sourced versus influenced, and how your program performs overall, all live from your CRM. No exports, no manual work.
Trusted by partnership professionals at
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Partner reporting shouldn’t
require a fire drill
In Introw, partner reporting lives on your HubSpot or Salesforce data in real time, so you see sourced and influenced pipeline in the view your team already trusts
Introw turns your CRM into a live partner reporting engine
Live dashboards built on your CRM data, no exports needed
Partner-scoped dashboards inside the portal, visible to partners in real time
Custom reports on any CRM object, including custom objects
Custom dashboards, built on live CRM data
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.
Track every partner-driven signup and demo back to the right record
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.
Give partners what they need to act on it
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.
Always-live partner reporting
One source of truth
Every metric comes from the same pipeline your sales team already trusts. No duplicate data, no reconciliation, no sync lag between a PRM and your CRM.
QBR prep in minutes, not days
Dashboards are always live. When your CEO asks for an update or your QBR is tomorrow, the data is already there. No exporting, no assembling, no hoping the numbers add up.
Spot underperformers before it’s too late
Engagement trends and revenue-per-partner surface stalls early. See which partners are going quiet and intervene before a deal slips.
Partners stop chasing you for their numbers
Each partner sees their own live dashboard inside the portal. No emails asking for deal counts or pipeline updates. Self-service reporting means fewer admin requests and more focus on driving revenue.
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
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.
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.
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.
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.
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.
See what your partner program actually could look like
Book a demo with one of our partner program experts, or explore Introw on your own time.
