# Partner Program Dashboard

The **Dashboard** under **Partners** puts your whole partner program on one screen: what needs you today, how the program is performing, how each partner manager's book is doing, and where your partners are. Everything that needs action links straight to the place you act on it.

---

## Overview

**Dashboard** is the first item in the Partners rail. It is split into four tabs, each answering one question:

| Tab | The question it answers | What's on it |
| --- | --- | --- |
| **Today** | What needs you now | **Needs attention today**, then four action queues: **Co-Sell**, **Tasks**, **Journeys**, and **Money & Admin**. |
| **Performance** | How the program is performing | Five program KPIs, then **Co-sell**, **Commissions**, **Partner network**, and **Enablement & reach**. |
| **Team** | How partner managers are doing | Results and coverage for each partner manager. |
| **Footprint** | Where your partners are | A world map of your partners, where deals come from, and partner health by country. |

The filters above the tabs narrow all four at once, so you can read the whole dashboard for one marketplace, partner type, or tier, or for just the partners you manage.

Who sees it:

- **Organizations that run a partner program.** If your organization joined Fours as a partner, **Dashboard** isn't in your rail: it reports on a whole program, including every partner's pipeline and commissions.
- **Anyone with Partner Management access** — the `partners.read` permission, which the **Admin** and **Editor** roles carry. See [Who can use Partner Management](/prm/#who-can-use-partner-management).

Some panels depend on what's enabled for your organization. Commission figures need commission tracking, the certification figures need partner training, and links into **Partner Co-Sells** need partner co-sell. A panel whose feature isn't enabled reads **Not yet available** instead of showing zero.

## Open the Dashboard

1. Go to **Fours Console**, then **Partners**.
2. Click **Dashboard** at the top of the rail. It opens on **Today**.

Opening **Partners** still lands on **All Partners**; the Dashboard is one click away. Each of its tabs has its own web address, so a bookmark or a link you share reopens the same tab.

The subtitle under the **Dashboard** heading ends with **Updated** and a time: when the figures you're looking at were computed. See [How the Figures Are Counted](#how-the-figures-are-counted).

## Filter the Dashboard

The filter row above the tabs narrows every tab at once:

| Filter | Choices |
| --- | --- |
| Marketplace | **All marketplaces**, or one of **AWS**, **Azure**, and **GCP**. |
| Partner type | **All types**, or one of **Reseller**, **SI**, **Distributor**, **Referral Partner**, and **AWS Partner**. |
| Tier | **All tiers**, or one of your [partner tiers](/prm/partner-tiers/). A partner without a tier of its own counts under your default tier. |
| **All partners** / **My partners** | **My partners** keeps only the partners whose partner manager is you. |

Each filter takes one value at a time. Changing a filter keeps you on the tab you're reading.

Not every figure can be narrowed. An invitation belongs to no partner until it's accepted, so every invitation figure — **Invite Conversion**, the expiring-invitations row, and the invitations in **Money & Admin** — covers your whole organization, and so do the counts of broadcasts sent, upcoming events, and shared files under **Reach & Content**. When any filter is set, a line under the filters says so: **Not scoped by the active filters: Invite Conversion, Reach & Content**.

Filters aren't part of the page's address: a reload, or a link you share, opens the dashboard unfiltered. To come back to a set of filters, save it as a view.

### Save a View

A view is a named set of filters.

1. Set the filters you want.
2. Click **Save as view**, type a name, and click **Save view**.

The view selector beside **Save as view** switches between your views. **Master view** is always first and clears every filter. Once you change a filter by hand, the selector reads **Custom view**.

Views are kept in your browser, for the organization you're signed in to. Teammates don't see them, and neither does another browser or device you use. A saved view can't be renamed or removed from the dashboard.

## Today: What Needs You Now

**Needs attention today** has one row for each kind of open problem, with its count, its priority, and a **Review** button that opens the place you deal with it:

| Row | Priority | **Review** opens |
| --- | --- | --- |
| *N* inbound co-sells awaiting your review | High | **Partner Co-Sells**, to accept or decline them. This row appears only when partner co-sell is enabled for your organization. |
| *N* tasks overdue | Medium | **Tasks**, filtered to overdue tasks. An **Overdue only** chip marks the filter; click its **×** to clear it. |
| *N* journeys stalled 7+ days | Medium | **Journeys**. A journey is stalled when it's active but hasn't been updated for seven days. |
| *N* invitations expiring unanswered | Low | **All Partners**, where each invited company's row offers **Resend invitation**. Counts the invitations still unanswered with less than seven days left before they expire. |

A row with nothing to count doesn't appear, and when nothing needs attention the card reads *Nothing needs attention right now.* The **Today** tab's label carries the number of rows: red when one of them is high priority, amber otherwise, and no badge when there's nothing to show.

The **Recent Activity** card beside it reads *Activity across your partners is not yet available.*

### The Action Queues

Under **Action queues**, four cards list the open items themselves. Each card shows up to five items with its full count beside the title, and every item links to the place you act on it:

| Queue | What it lists | Where an item leads |
| --- | --- | --- |
| **Co-Sell** | Deals shared to you that are waiting for you to accept or decline (**Awaiting your review**), then deals you shared that a partner hasn't accepted yet (**Awaiting partner**). | The deal. |
| **Tasks** | Open tasks due in the next seven days, overdue ones included, soonest first. A badge reads **Overdue *N*d**, **Due today**, or **Due in *N*d**. | The task, opened on the **Tasks** page. |
| **Journeys** | Active journeys, the longest-stalled first. A row shows the next step and its due date, or how many steps are done, with a **Stalled *N*d** badge or the share complete. | The partner's **Journeys** section — or the **Journeys** page, for a partner who hasn't accepted your invitation yet. |
| **Money & Admin** | Commissions that need a decision — **Pending approval**, **Update awaiting approval**, **Payment rejected**, or **Clawed back**, with the rejected and clawed-back ones first — then every invitation still waiting for an answer, then agreements still awaiting a signature and executed agreements that expire within 60 days. | A commission opens its deal on the **Revenue share** tab; an invitation opens **All Partners**; an agreement opens the partner's **Agreements** section. |

**View all** opens the full list — **Partner Co-Sells**, **Tasks**, or **Journeys** — and reads **View all (*N* more)** when the card holds more than it shows. No single page lists everything in **Money & Admin**, so that card loads more in place instead: **Load more (*N* more)** adds 20 items at a time.

```d2
direction: right

attention: "Needs attention today\nReview" { shape: rectangle }
queues: "Action queues\neach item" { shape: rectangle }

cosells: "Partner Co-Sells" { shape: rectangle }
tasks: "Tasks\nOverdue only" { shape: rectangle }
journeys: "Journeys" { shape: rectangle }
partners: "All Partners\nResend invitation on the invited row" { shape: rectangle }

deal: "The deal\ncommissions open its Revenue share tab" { shape: rectangle }
task: "The task, opened" { shape: rectangle }
record: "The partner record\nits Journeys or Agreements section" { shape: rectangle }

attention -> cosells: "inbound co-sells"
attention -> tasks: "overdue tasks"
attention -> journeys: "stalled journeys"
attention -> partners: "expiring invitations"

queues -> deal: "co-sells and commissions"
queues -> task: "tasks"
queues -> record: "journeys and agreements"
queues -> partners: "invitations"
```

## Performance: How the Program Is Performing

The **Performance** tab opens with five program KPIs:

| Tile | What it shows |
| --- | --- |
| **Active Partners** | Partners with status `ACTIVE`, with the number of suggested partners beneath. |
| **Partner-Attributed Pipeline** | The value of every open partner co-sell, with the number of open deals and how many of them a partner sourced. |
| **Won via Partners** | The value of closed-won partner co-sells, and how many there are. |
| **Commission Owed** | Pending commissions you owe partners, with what partners owe you (**receivable**) beneath. |
| **Invite Conversion** | The share of the invitations you've sent that were accepted, shown as *N of M invitations accepted*. |

Four sections follow.

**Co-sell** — the referral funnel, win rate, and attribution mix:

- **Co-sell funnel** shows how many co-sells sit at each stage, and their deal value: **Pending**, **Active**, **In Discovery**, **Proposal Sent**, **Negotiating**, **On Hold**, **Won**, and **Lost**. Every stage is listed, even an empty one.
- **Co-sell performance** gives the **Win rate** (deals won out of those won or lost), the **Median time-to-accept**, and the **Outbound / inbound** split, then the **Attribution mix** — the role each partner played on your co-sells, **Sourced**, **Influenced**, or **Transacted**, so a deal with two partners counts twice — and **Referrals created by month**.

**Commissions** — the **Commission lifecycle** card counts commissions, with their amounts, at each step: **Pending**, **Approved**, **Payment Sent**, and **Confirmed**. Beneath them are the median **Days to approve**, **Days to pay**, and **Days to confirm**; **Clawback exposure**, the paid commissions still inside their clawback window; and a count for any commission that is **Payment Rejected**, **Clawed Back**, or **Pending Update Approval**. For what each step means, see [The Commission Lifecycle After Close-Won](/prm/commission-plans/#the-commission-lifecycle-after-close-won).

**Partner network** — five tiles, then the partners who lead:

| Tile | What it shows |
| --- | --- |
| **Partner-Influenced Pipeline** | Open co-sells a partner influenced, and their value. |
| **Partner-Sourced Revenue** | Won co-sells a partner sourced, and their value. |
| **Avg. Win Rate** | Deals won out of those won or lost, across your partners. |
| **Journey Health** | The share of active journeys that aren't stalled, shown as *N of M on track*. |
| **Agreement Coverage** | The share of your `ACTIVE` partners with an executed agreement. |

**Top Partners by Revenue** lists up to five partners, ranked by the deals they've won and then by open deals, with each one's **Revenue**, **Win Rate**, **Open Deals**, **Open Pipeline**, and **Last Activity**. **View all partners** opens **All Partners**.

**Enablement & reach**:

- **Certification workflow** counts your partners' enrollments in your courses by state — **Not started**, **In progress**, **Completed**, **Failed** — and the certificates they hold, **Certified** or **Expired**. It lists certificates expiring within 30 days, and **View all** opens **Training**. A partner without a linked Fours organization can't be counted here; the card says how many there are.
- **Reach & Content** has three columns: **Broadcasts** (**Sent**, **Partner reach**, **Engagement (Slack)**, and **No Slack channel** — the share of active partners without a Slack channel, whom the next broadcast skips), **Events** (**Upcoming** and **RSVP fill vs capacity**), and **Content library** (**Shared files**, **New this week**, and **Without content**).

## Team: How Partner Managers Are Doing

**Performance by Partner Manager** gives each manager's book: **Partners**, **Revenue**, **Open Deals**, **Open Pipeline**, **Avg Win Rate**, and **Open Actions** — that manager's overdue tasks plus stalled journeys.

**Manager coverage** shows whether each book is being worked: **Partners**, **Last action**, **Overdue tasks**, **Stalled journeys** out of the active ones, **Slack coverage** (the share of the manager's partners with a Slack channel), and **Time-to-accept (median)**.

- **Last action** is the manager's own most recent task created or completed, agreement drafted, or invitation sent for their partners. Co-sell edits and journey steps aren't credited to a person.
- A partner with no partner manager appears in no row, and a note under the table says how many there are. You set the partner manager on the partner record — see [Work a Partner Record](/prm/work-a-partner-record/).

## Footprint: Where Your Partners Are

The **Footprint** tab loads when you open it.

- **Country footprint** maps your partners — *N partners across M countries* — as **Partner locations** or **Revenue intensity**. Click a country on the map, or its chip above it, to pick it out.
- Three tiles show where deals start: **Partner-sourced** (submitted by partners), **Routed to partners** (shared out for co-sell), and **Co-sell closed-won**, split between deals with a partner and those with **No partner copy**.
- **Partner health by country** gives each country's **Active partners**, **Open deals**, **Revenue**, and **Certification rate**.

A partner's country comes from the **Location** on its partner record, read as well as it can be. A location that can't be placed is counted under **unknown**, which is listed last and isn't counted as a country.

## How the Figures Are Counted

- **Money stays in its own currency.** Amounts are never added up across currencies. A tile shows one currency — US dollars when there are any — with *+N other currencies* beneath it; hover over an amount to see every currency in full.
- **No data isn't zero.** A rate with nothing to divide by — a win rate before any deal has closed, a conversion rate before any invitation has gone out — shows **no data** or **—**, never 0%.
- **Not yet available** means the figure isn't computed for your organization, because commission tracking or partner training isn't enabled.
- **Figures can be up to 30 minutes old.** Fours computes the dashboard and reuses the result for up to 30 minutes; **Updated** under the heading says when it was computed.
- **A temporary failure hides panels.** If some panels couldn't be computed, an amber notice says *Some panels could not be computed just now and are hidden.* Reload the page to try again.

## Next Steps

- [Track and Respond to Deals](/prm/track-and-respond-to-deals/) — work the co-sells the dashboard flags.
- [Track Journey Progress](/prm/track-journey-progress/) — see why a journey stalled and move it on.
- [Work a Partner Record](/prm/work-a-partner-record/) — everything about one partner, including its agreements and commissions.