Published at: 2026-09-17
Reports and dashboards overview
Partner Connect provides preset reports and lets an upstream enterprise share custom reports and dashboards with downstream partners. Briefs and funnels help both parties understand channel business progress.
Preset reports
Partner Connect includes Sales Brief, Lead Conversion, and Opportunity Sales Funnel reports. The upstream enterprise can add them to the Partner Connect home page, where partners can view the data made available to them.
Custom reports
The upstream enterprise can share configured custom reports and dashboards with downstream partners. Application scope, roles, and data permissions control what each user can see.
How reports support operations
- The upstream enterprise reviews partner opportunity distribution, amounts, and stage-specific win rates.
- Partners review the sales briefs, lead conversion data, and opportunity funnels within their scope.
- Both parties return to the relevant business objects to continue follow-up based on the data.