The Partner Detail Page
This page summarizes how your data overlaps the data of a specific partner. It also provides options for diving deeper.
Bob Moore avatar
Written by Bob Moore
Updated over a week ago

You can access the Partner Detail page by heading to your Partners page and clicking the name or logo for any individual partner or filtering Partner Tags to quickly find the partner you're looking for.

In this article:

Partners Page: Things to Know

Before we dive into what's included in an individual partner's detail page, there's a few things to note about your Partners page:

  • When you hover over the number in the Overlaps column, you'll see your overlaps broken out by the accounts your partners are sharing Overlap Counts for vs Sharing Data for. Click See Overlaps to be taken to a report so you can continue exploring your data.

  • 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 CRM data source that overlap with that partner. Open opportunities are defined as opportunities that are not marked closed won or closed lost).

The Partner Detail Page

Your partner's detail page includes:

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.

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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