Published at: 2026-09-17
Reports and dashboards quick start
This tutorial adds a report to the Partner Connect home page, then verifies the partner’s effective data scope.
Before you start
- Partner Connect and its home page are configured.
- Business data is available for the partner to view.
- Any custom report or dashboard to be shared is already configured by the upstream enterprise.
Add reports to the home page
- Open the Partner Connect home page configuration.
- Select a preset report.
Available preset reports include Sales Brief, Lead Conversion, and Opportunity Sales Funnel.
- Add the report to the web or mobile home page.
- To share custom analytics, continue to the next step.
- Select a custom report or dashboard configured by the upstream enterprise.
- Set the partner application scope.
- Save and publish the home page.
Verify the result
Ask a partner manager and employee to sign in separately. Confirm that the configured reports appear and that each user sees only the business data they are responsible for. The Opportunity Sales Funnel should show information such as opportunity distribution, amounts, and stage-specific win rates for opportunity forecasting.