In this article:
Overview
The Performance Dashboard is designed to measure and maximize the impact of ecosystem-led initiatives. By capturing key metrics such as ecosystem coverage on open opportunities, ecosystem influence on closed deals, and team engagement with ecosystem data, this dashboard provides actionable insights that drive better decision-making.
With the Performance Dashboard, revenue leaders can:
Understand how partners influence pipeline and revenue outcomes
Identify sales reps effectively leveraging ecosystem data
Pinpoint missed opportunities where ecosystem engagement could have improved results
Clearly communicate the ecosystem’s value across their organization
How to Access to the Performance Dashboard
This feature will be available on the Supernode Plan. To upgrade your account, visit the Plan & Billing page.
Requirements
To access the Performance Dashboard, make sure the following are in place:
You must have a Full Access seat
This feature is not available to Sales seats
Your data source connect to Crossbeam is a CRM
The following fields must be synced from your CRM:
Amount | Is Closed | Name | Owner ID |
Close Date | Is Won | Open Date |
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Understanding the Dashboard
✍️Note
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.
From the left-side Navigation Menu, click on Performance, and your workspace will display the Performance Dashboard.
For each section in the dashboard, you will have options to toggle views, hover over sections for more context, select from dropdown buttons to adjust quarter time frames, and take action to navigate to other sections in Crossbeam.
Ecosystem Coverage on Open Opportunities
Measure what percentage of your open pipeline has ecosystem involvement
See the total deal value of those opportunities
Track sales team engagement on ecosystem-backed deals
Take direct action using Deal Navigator to advance these opportunities
Ecosystem Impact on Deals
Compare closed-won deals with and without ecosystem involvement.
Analyze impact across:
Average deal size
Time-to-close
Win rate
Opportunity Type Filtering
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:
From the side navigation bar, click on Settings
Select Organization Settings and locate the Revenue Setting section in the workspace
Adjust the New Business and Existing Business options to match the correct field mapping in your CRM
Team Engagement Insights
Track how frequently sales reps use Crossbeam data to close deals.
View:
Total engagement activities
Number of reps actively engaging
Per-rep engagement details (activity count, opps engagement percentage, Copilot usage, and closed-won revenue impact)
Missed Opportunities
Identify closed-lost deals where partner coverage existed but wasn’t leveraged
Use these insights to prevent similar missed opportunities in the future
