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Status Completed
Created by Guest
Created on Oct 6, 2020

Scorecards on Partner Dashboard

"We currently provide our Partner Channel with what we call “Partner Scorecards” which are essentially dashboards showing various data points

For example:

  • Open AR by delinquency buckets (1-30, 31-60, 61+)
  • Total ARR and non-ARR for previous month, current month, upcoming month in available renewal
  • YTD ARR and how are they trending percent to last year Revenue and Tier attained.
  • Months # of deals, # of clients, # of seats,
  • New versus Renewal

We would like to explore making these dashboards available to them in their Partner Portal. This would make it all accessible in one place and prevent our teams having to produce these Scorecards on a monthly basis."

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