You can access the Partner Detail Page by heading to your Partners page (via the top menu) and clicking on the name of any individual partner or filtering Partner Tags to quickly find the partner you're looking for. For quick insights, there are two shortcuts to reports you can access on the Partners home page before getting to the Partner Detail Page. You can click "See Overlaps" to go to a report comparing all your populations to all your partner's populations.
Note: 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.
You can also click Create Report to find an Account Mapping Matrix that displays the amount of overlaps between your populations and your partner's populations.
From this matrix, you can easily click the overlaps to see a specific report.
Clicking on name or logo of each partner will also take you to the Partner Detail Page. The Partner Detail Page itself provides you with a few different things:
Account Mapping Matrix
At the top of page you will see 3 common use cases. These compare your standard populations to your partner's customers population. For example, the card that says "Get Intros To Your Prospects" is comparing your prospects population with your partner's customers population.
Below these 3 common use cases, there is a matrix that shows overlaps between your populations and your partner's populations. Your populations are the columns with the 3 standard populations listed first and your custom populations next. Your partners populations are the rows with the 3 standard populations listed first and their custom populations next. You can use the arrows the scroll through additional custom populations.
You can click on the number of overlaps to be taken to a report comparing these populations. If that report will have no 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.
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.
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.