My Partners Detail Page

This page summarizes how your data overlaps the data of a specific partner. It also provides options for diving deeper.

Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

In this article:

From the left-side Navigation Menu, click on the Partners icon. This will open the side panel for Partners, select Partners from the panel options, and your workspace will display the My Partners area.

screenshot in Crossbeam of My Partners Page


Overview of My Partners Page

In the initial My Partners workspace you will see a brief overview list of all your partners including the Overlaps, Populations, Potential Revenue, Tags, and the start date of the the partnership. You will also see any pending partnership requests.

  • Overlaps: hover over the the Overlaps number to see the shared Overlap Counts and Shared Data

  • Populations Shared: click See shared with you for details on the Shared Populations

  • Potential Influence: click on this number to see which partners have highest potential to influence revenue

  • Tags: add Tags or sort Partners by Tags

  • Partnered: see when you partnered with a company

Click on any items in the table to see more detailed information.

To see the full detailed page for each Partner, click directly on the Partner Name or icon.


Understanding The Partners Detail Page


Partnership Summary

Your partnership summary shows two metrics:

  • Total overlaps - the number of overlaps between you and your partners across all populations

  • Potential Influence - The total dollar amount of your open opportunities that overlap with your partner’s accounts. This helps you understand how much potential revenue your partner can influence.

    • Potential influence is calculated by summing up open opportunity amount values in overlaps across all populations.

Click both metrics to see overlap data or potential influence metrics in your Account Mapping Matrix with a partner.

The Potential Influence column on your Partners page shows you the dollar amount of your open opportunities that overlap with your partner’s accounts. Sort this column to see which partners have highest potential to influence revenue.


✍️ Note

Potential influence is the sum of your open opportunity amounts syncing from your data source that overlap with that partner.


Account Mapping Matrix

In the matrix, your populations (CrowdBlossom) will be on the left, with your three standard populations listed first and your custom populations next.

Your partner's populations (Surfzer) will be on top, with their three standard populations listed first and their custom populations next. Use the arrows to scroll through additional custom populations.

You can click on the number of overlaps or potential influence metrics to be taken to a report comparing these populations. If that report doesn't have additional data past the overlap counts, you'll see an orange triangle in the top right corner of the box.

If you see "no report available" you can hover over the text in the cell to learn what actions you or your partner will need to take to view that report.

Your Account Mapping Matrix includes two views:

  • Overlaps - a breakdown of overlaps between your populations and your partner's populations

  • Potential Influence Metrics - a breakdown of Potential Influence metrics: the dollar amount of your open opportunities that overlap with your partner's accounts.

    • Use this data to:

      • Vet a new tech partner by the dollar value of your overlaps

      • Prioritize partners and determine which ones to devote extra marketing, sales, and enablement resources toward.

      • Gain your leadership team’s buy in to invest in resources, support, and headcount to develop specific partnerships

    • In order to see Potential Influence metrics populating in your Account Mapping Matrix, you must meet these requirements:

      • Have a CRM connected as data source and be syncing opportunity fields: amount and opportunity/deal stage

      • You must be sharing overlap counts for at least one population.

      • At least one of your partner’s populations needs to be sharing data with you

      • You must be on a Connector or Supernode pricing plan

Top Overlaps

Top overlaps show a count of how many overlaps exist between each of your populations and each of your partner's populations. An overall view is available in the "Top Overlaps" chart. You can click any of these overlaps to be taken to a report. You can expand or collapse the top overlaps chart on your partner detail page.

Population Breakdown

The "Population Breakdown" is organized by your partner's populations, and under each population name is a list of all of your populations and a count of of how many overlaps exist in that particular combination. A bar graph on the right side of the page illustrates the magnitude of this overlap relative to its intersection with your other populations.

Clicking View Report will take you to a report with your partner's population selected and all of your populations selected. You can expand or collapse the population breakdown section on your partner detail page.

Shared with you and Sharing Settings

Learn all about managing sharing data with your partner here.

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