For admins & partners

The partner program

For partners who run several client workspaces: each client's closed-won business, billing memos and program resources, all from the partner desk.

The program view

If you run several client workspaces as a partner, the partner program desk gives you a program-wide view: program KPIs, each client's momentum and the closed-won business across every client. It shows which clients are producing and which could use your attention.

Drill into any client

Click into a client to see their deals and their completed billing memos: the summaries from closed-won deals that your billing or implementation team works from. Memos keep sensitive customer identifiers protected.

Catalog and kit

The program catalog shows the product set for the program, and the Kit tab holds implementation resources and program documents you can download whenever you need them, always in their latest version.

Program reporting

The Reporting tab gives you program-wide reports that span every client, including your client rollup and billing memos, shown as tables you can read on screen and export to CSV or JSON. You can pin these reports to a dashboard and put them on an email schedule, the same way you would in the main Reporting desk. They live here, rather than in each client's Reporting desk, because they cover all your clients together.

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