Published at: 2026-09-17

View reports and dashboards

Partner users can view Sales Brief and Lead Conversion reports made available by the upstream enterprise, along with the Opportunity Sales Funnel and custom dashboards.

Before you start

[!IMPORTANT] - Confirm that your account can access the relevant report or dashboard. - Confirm that the upstream enterprise has shared it with your partner and role.

View a report

  1. Sign in to Partner Connect.
  2. Open Reports or Data Briefs from the home page.
  3. Select a report.
  4. Review the data available to your current role.
Review sales briefing, lead conversion, and opportunity funnel data

Use the data

Identify leads and opportunities that need attention, then return to the corresponding business object to take action. Refer to the page for the current report refresh time and data scope.

Expected result

The partner can view the business data provided by the upstream enterprise within the user’s permission scope.
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