In this article:

The Performance Dashboard highlights how your partner ecosystem impacts pipeline, revenue, and sales engagement. It surfaces key metrics like ecosystem coverage, influenced deals, and rep engagement to help you make data-driven decisions.

Use the dashboard to:

This feature will be available on the Supernode Plan. To upgrade your account, visit the Plan & Billing page.

To access the Performance Dashboard, make sure the following are in place:

The following fields must be synced from your CRM:

Assign Preferred CRM

Assign Fiscal Year Settings

The selected timeframe applies to the following sections:

Changing the timeframe in one section updates it across all four.

Click Save changes when done.

From the left-side Navigation Menu, click on Performance.

This interactive dashboard lets you explore data by toggling between views, hovering for additional context, selecting various filters, and clicking through to other areas in Crossbeam.

🧐Definitions

Coverage means the opportunity overlaps with at least one partner's customer Population.

Engagement indicates the opportunity has at least one engagement activity, such as researching accounts on Copilot, sending messages, or creating lists.

This section of the Performance Dashboard reflects the current open pipeline.

Current Coverage

The Current Coverage metric shows the percentage and count of open opportunities with at least one partner overlap. For example, “78 of 100” means 78 out of 100 CRM opportunities have a partner overlap.

Coverage Value

Displays the total value (in USD) of all open opportunities that have at least one partner overlap.
If your CRM uses multiple currencies, values are automatically converted to USD using the current exchange rate to provide a unified total.

Current Engagement

Shows the percentage and count of open opportunities where there has been at least one ecosystem engagement activity while the opportunity is open. This is calculated from the total number of open opportunities in your CRM.

Engagement activities include:

The Closed-Won Opportunities section of the Performance Dashboard gives you two ways to evaluate how your ecosystem is impacting revenue: Coverage and Engagement. Toggle between these views to get distinct insights.

This view compares deals with and without overlaps. You’ll see how partner involvement correlates with:

Use the Coverage view to understand how having ecosystem relationships present in deals impacts outcomes.

This view compares deals where your team has actively engaged with Crossbeam data to those where they haven’t.

Use this view to assess how team engagement—such as viewing overlaps, using Copilot, or taking action via Crossbeam—influences deal success.

In both views, metrics are based on closed-won opportunities where:

Comparing ecosystem-influenced deals to those without coverage or engagement highlights the impact of your ecosystem strategy and areas for improvement.

Opportunity Type Filtering

Click Opportunity type to filter your metrics by New or Existing Business to see how your ecosystem influenced new logos, renewals, and expansion.

To adjust the definition of New or Existing Business:

Opportunity Owner Filtering

Click Opportunity Owner to filter to view metrics for one or more selected opportunity owners. The list includes all CRM users who own at least one opportunity, regardless of whether they have a Crossbeam license.

The filter persists when you navigate away or refresh the page and applies to:

This Quarter Filtering

Click on This quarter to select a timeframe to view historical data across the dashboard.

Available options include:

Timeframes are based on your organization’s fiscal year settings. If no fiscal year is defined, the dashboard defaults to a January–December calendar year.

Total Closed-Won Opportunities

This horizontal line bar shows the total number of closed-won opportunities in the selected timeframe. It is broken down by:

✍️Note

Percentages shown in the horizontal bar are rounded and represent the % of total deal value, not the count of opportunities.

Track how frequently sales reps use Crossbeam data across all closed-won opportunities in the selected timeframe.

Engagement activities include:

This section also displays the total count of Copilot engagement events across all closed-won opportunities within the selected timeframe.

Reps Engagement

Displays the number of opportunity owners who completed engagement activities on closed-won opportunities during the selected timeframe. Also shows the percentage of all opportunity owners in your CRM who engaged on closed-won deals.

Team Engagement Table

This table breaks down ecosystem engagement by opportunity owner:

Missed opportunities are defined as:

Closed-lost opportunities with coverage

Displays the total number of opportunities marked as closed-lost within the selected timeframe that had partner overlap but no engagement.

Value of missed opportunities

Shows the aggregated value (in USD) of all closed-lost opportunities in the timeframe that had partner overlap but no engagement. Crossbeam converts all deal values to USD using the current exchange rate.

Reps who didn’t engage

Highlights the number of opportunity owners who had closed-lost opportunities with partner overlap but completed no engagement activities in the selected timeframe.

Missed Opportunities Table

A detailed list of closed-lost opportunities with partner overlap and no recorded engagement activities in the selected timeframe.

The table includes:

Click on an account row to open the Account Drawer, where you can view current details about the account including account highlights, partners, and contacts.

Provides visibility into partner engagement, coverage, attribution, and overall impact.

At the top of the table, you can:

The table includes partner name, recent activity, opportunity engagement, account overlaps, attributed value (if enabled), and overall impact score.

Click a partner name to view their detail page.

The Performance Dashboard is available directly within Salesforce for Supernode users who have connected Salesforce as a data source.
To access it, make sure the Crossbeam tab is set up in your Salesforce instance. Learn more.
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How often is the dashboard updated?

Crossbeam updates the data regularly and displays the last sync timestamp in the upper right corner of the dashboard. The refresh timing is based on your organization’s configured CRM sync field, which determines how frequently data is pulled into Crossbeam.

Why am I seeing an empty state in the Performance Dashboard?

There are two reasons you might see an empty state:

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