Published at: 2026-09-17
View reports and data
Partners can view sales briefs, lead conversion data, opportunity funnels, and dashboards made available by the upstream enterprise. For complete configuration details, see Reports and Dashboards.
Before you start
[!IMPORTANT] - Confirm that your account can access the relevant report or dashboard. - Confirm that the upstream enterprise has made the report available to your role.
Available content
- Sales briefs.
- Lead conversion data.
- Opportunity sales funnels.
- Custom reports and dashboards shared by the upstream enterprise.
View business data
- Open Reports or Data Briefs from the Partner Connect home page.
- Select a report.
- Apply the available filters to review the business data.
- Return to the relevant business object to follow up on records that require attention.
Report content and data scope depend on the reports and role permissions provided by the upstream enterprise. Managers and employees can view only the business data they are responsible for and authorized to access. After the upstream enterprise shares a custom report or dashboard, partners can open it from the same entry.
Expected result
The partner can view preset and custom reports within the role’s data scope.