In this article:
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Overview
The Crossbeam 360 Dashboard gives your team a visual summary of ecosystem activity by consolidating Crossbeam data inside HubSpot. Whether you're tracking partner-sourced opportunities or monitoring key segments, this dashboard enables smarter, data-informed decisions without leaving your CRM.
Before you begin, decide what you want to track.
What partner-influenced metrics are most important to us?
Who is this dashboard for sales leaders, CSMs, partner managers?
Do we want to track by Population, overlap, source, or sync status?
❗️Important
Dashboards in HubSpot are built on reports. Ensure the Crossbeam reports you want to include are already created and contain relevant data you need.
✍️ Note
Crossbeam 360 Dashboard in HubSpot is only available on the Supernode plan and require the HubSpot Custom Object.
To upgrade your account, visit the Plan & Billing page.
Step 1: Create a new Dashboard
In HubSpot, navigate to the reporting section on the main navigation bar:
Select Dashboards from the dropdown options
Click on the Create Dashboard button
Name your dashboard Crossbeam 360 Dashboard
Choose who can view it
Click Create Dashboard to save
Step 2: Add the Header Image
For the next step, save the header graphic image below to your computer by right-clicking on it, selecting Save Image As, and choosing a location on your computer.
This will be your header graphic:
In your dashboard, click Actions and select Add images, text, or video from the dropdown.
Click the Insert Image icon and upload the header image
Resize the image to approximately 1300×150 pixels
Click the Add button
In the dashboard grid, drag the corner of the image block to span the top of the dashboard
Step 3: Add News Feed Section
The News Feed section helps you stay on top of recent partner activity. Add both reports below under the dashboard image.
✍️ Note
You will need to build each report in the 360 Dashboard. Review this article on building reports to learn more.
News Feed: Prospects where a Partner recently closed a customer
Spot where a partner has recently converted a customer that overlaps with one of your prospects.
Visualization: Table
Filters:
Set Include data if it matches to: ALL of the filters below
Partner Population contains any of customers
Population contains any of prospect
Columns:
OBJECT LAST MODIFIED DATE/TIME – MONTHLY
COMPANY NAME
PARTNER NAME
PARTNER AE NAME
PARTNER POPULATION
POPULATION
If your populations or fields are named differently, adjust the settings accordingly.
News Feed: Prospects where a Partner recently opened an opportunity
This report surfaces recent opportunity creation by your partners that may align with your prospect list.
Visualization: Table
Filters:
Set Include data if it matches to: ALL of the filters below
Partner Population contains any of open opportunities
Columns:
OBJECT LAST MODIFIED DATE/TIME – MONTHLY
COMPANY NAME
PARTNER NAME
PARTNER AE NAME
If your populations or fields are named differently, adjust the settings accordingly.
Step 4: Add Reports to the Dashboard
Each section below aligns with a different stage of the partner lifecycle: Sourcing, Influencing, and Retaining/Expanding. Add the recommended reports to your dashboard to get a complete view of how partners are impacting your pipeline.
✍️ Note
You will need to build each report in the 360 Dashboard. Review this article on building reports to learn more.
Sourced Opportunities
In the Dashboard, click Actions, select Add images, text, or video. Copy and paste to the following text:
Source Opportunities
Identify partners already working with one of your cold prospects!
Use these partners to help you source a new opp by getting an idea of the prospect's tech stack, request an intro to a contact, get some intel on the account, or ask them to put in a good word on your behalf.
Drag the section to resize it in the dashboard.
How to Create
Report: Partners with a Customer Relationship
Visualization: Horizontal Bar
Filters:
Set Include data if it matches to: ALL of the filters below
Partner Population contains any of customers
X-Axis: COUNT OF COMPANIES
Y-Axis: PARTNER NAME
Copy and paste the report description:
This report provides a detailed view of companies that are categorized as "customers" and have a population containing "Prospects." It highlights the names of these companies, their associated partners, and the owner responsible for them. This information can help you identify potential opportunities for collaboration or growth by focusing on customer relationships that also have prospective elements.
Save when done.
How to Create
Report: Accounts Where Partners Can Help Source Opportunities
Visualization: Table
Filters:
Set Include data if it matches to: ALL of the filters below
Partner Population is equal to any of customers
Population contains any of prospect
Columns:
COMPANY OWNER
COMPANY NAME
PARTNER NAME
PARTNER POPULATION
Copy and paste the report Description:
Use this table to view detailed accounts where partners have existing relationships and could help source new deals.
Influenced Deals
In the Dashboard, click Actions, select Add images, text, or video. Copy and paste to the following text:
Influence Deals
Identify partners already working with an account you're actively engaging!
Use these partners to help you influence a deal by getting an overview of the prospect's tech stack, requesting an intro to a specific contact, gathering some intel on the buying process, or asking them to recommend your product.
Drag the section to resize it in the dashboard.
How to Create
Report: Partner Deal Influence
Visualization: Set the chart to Pie
Filters:
Set Include data if it matches to: ALL of the filters below
Add these filters:
Partner Population contains any of customers or open opportunities
Companies Total open deal value is known
VALUES: TOTAL OPEN DEAL VALUE
BREAK DOWN BY: PARTNER NAME
If your populations or fields are named differently, adjust the settings accordingly.
How to Create
Report: Accounts where partners can help influence existing opportunities
Visualization: Table
Filters:
Set Include data if it matches to: ALL of the filters below
Add these filters:
Partner Population is equal to any of customers or open opportunities
Population contains any of prospect
Total open deal value is known
Add these columns:
COMPANY NAME
COMPANY OWNER
TOTAL OPEN DEAL VALUE
PARTNER NAME
PARTNER POPULATION
If your populations or fields are named differently, adjust the settings accordingly.
Retain and Expand Customers
In the Dashboard, click Actions, select Add images, text, or video. Copy and paste to the following text:
Retain & Expand Customers
Identify partners also working with your existing customer base!
Use these insights to understand ways to expand your clients' usage of your product and integrations, request an intro to new stakeholders, and to gather intel and recommendations.
Drag the section to resize it in the dashboard.
How to Create
Visualization: Mutual customers
Visualization: Vertical Bar
Filters:
Set Include data if it matches to: ALL of the filters below
Add these filters:
Partner Population contains any of customers
Population contains any of customer
X-axis: PARTNER NAME
Y-axis: COUNT OF COMPANIES
If your populations or fields are named differently, adjust the settings accordingly.
How to Create
Report: Accounts that are also customers of your Partners
Visualization: Pivot Table
Filters:
Set Include data if it matches to: ALL of the filters below
Add these filters:
Partner Population contains any of customers
Population contains any of customers
Add these rows:
COMPANY NAME
PARTNER NAME
PARTNER POPULATION
PARTNER AE NAME
If your populations or fields are named differently, adjust the settings accordingly.
How to Create
Visualization: Expand Opportunities
Visualization: Horizontal Bar
Filters:
Set Include data if it matches to: ALL of the filters below
Add these filters:
Population contains any of customers
Total open deal value is greater than or equal to 1
X-axis:TOTAL OPEN DEAL VALUE
Y-axis: PARTNER NAME
If your populations or fields are named differently, adjust the settings accordingly.
How to Create
Visualization: Integration adoption potential
Visualization: Vertical Bar
Filters:
Set Include data if it matches to: ALL of the filters below
Add these filters:
Integration is not equal to any of N or is empty
Partner Population contains any of customer
Population contains any of customer
X-axis: PARTNER NAME
Y-axis: COUNT OF CROSSBEAM OVERLAPS
If your populations or fields are named differently, adjust the settings accordingly.
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