In this article:
Partners List Overview
The My Partners workspace gives you a comprehensive view of all your active partnerships. From here, you can quickly assess and manage key details for each partner.
+Add Partner: Click Add Partner button to invite a new partner to Crossbeam
View Options: Toggle between list and grid views using the icons in the top right
Search Bar: Quickly locate specific partners by name
Sort the View: Reorder partners by Name, Populations, Overlaps, Potential Revenue, or Partnered Date.
Filters: Apply filters to narrow down your list based on tags
Each partner row displays:
Overlaps: Hover over the number to see additional information
Potential Revenue: Shows the calculated value of open opportunities linked to shared accounts
Tags: Click a tag to filter by it, or click the pencil icon to add/remove tags
Partnered Date: Indicates when the partnership was established
To see more information, simply click on a partner's name.
The Partners Detail Page
From the My Partner list, click directly on a Partner name to open the Partner Detail Page.
View detailed data on Populations and Overlaps
See metrics related to Potential Revenue and shared opportunities
View Shared Lists with Partner
Review Shared With You Data and request data from the partner
This page helps you manage each relationship more strategically by providing a deeper look into partner performance and engagement.
On the left-side column of the Partner Detail Page, you’ll see a quick overview of the partner, including:
Potential Revenue (hover over to see configuration settings)
Assigned Partner Tags (click the pencil icon to edit)
Sharing Settings Button (click to review or update)
You can also remove the partner by clicking the Delete Partner button at the bottom of this section.
Partner Impact
Partner Impact shows a summary of closed opportunities with this partner, including:
Win Rate
Opportunity Size
Time to Close
Partner Impact is also denoted on the left column as High, Medium, or Low tiers to help you quickly assess partner performance and identify where to focus your efforts.
Account Mapping Matrix
In the matrix, your Populations appear in the left column and your partner’s across the top—Standard Populations first, followed by Custom Populations. Use the arrows to scroll through additional Custom Populations.
Click any overlap count box to view a detailed report.
You can toggle between two views:
Total Overlaps – A count of shared accounts between your Populations and your partner’s
Potential Revenue – The value of open opportunities tied to those overlaps
Use this data to evaluate partner potential, prioritize collaborations, and support investment decisions.
✍️ Note
To utilize Potential Revenue, read this article for configuration requirements.
Potential Revenue is only available on Connector plan and Supernode plan. The Explorer Plan is View Only. To upgrade your account, visit the Plan & Billing page.
🎓 Sign into Crossbeam Academy to further explore Account Mapping, Overlaps, and Potential Revenue to make your data actionable!