Pipeline Mapping with Opportunity Reports

Get more visibility into partnerships pipeline with Opportunity Reports.

Lauren Rosenfeld avatar
Written by Lauren Rosenfeld
Updated over a week ago

Leverage Pipeline Mapping with Opportunity reports to:

  • Boost partner reciprocity and collaboration by getting visibility into your partners’ opportunity data to assist with their co-selling motions

  • Know the status of opportunities to better map, manage, and forecast pipeline

  • Share open opportunities with partners to get an assist and shorten deal cycles

Opportunity reports are an advanced reporting feature offered in our Connector Tier. If you are on a free plan (Explorer) and would like to use Pipeline Mapping with Opportunity reports, simply visit your billing page and upgrade.

In this article:

Getting Started

To view your partner's opportunity data in a report, you must:

  • Be on a Connector or Supernode Pricing plan

  • Ensure your partner has a CRM connected as a data source and at least one of your partner’s populations is sharing opportunity data with you

To view your own opportunity data in a report, you must:

  • Be on a Connector or Supernode Pricing plan

  • Have your CRM connected as a data source and be syncing opportunity data

Need a refresher on how to build a report in Crossbeam? Reference Creating a Report.

How to Build an Opportunity Report

To add partner opportunity data to your report, there can only be one partner and one population in the report. Below, we see Crowdblossom's Open Opportunities (me) compared to Surfzer's Open Opportunities (my partner's population).

We recommend configuring the following columns into your Opportunity Reports:

  • Amount - View the individual dollar value of each opportunity

  • Total Amount - To help you prioritize accounts for co-selling, see the full value of all opportunities for an account. Sort this column to see the highest value accounts to prioritize for co-selling.

  • Sales Stage - Identify which partners can share intel to help you navigate early-stage deals or help move stalled deals forward.

  • Close date

  • Days in Pipeline

Best Practices

Use opportunity data to view your pipeline and your partner's pipeline to help you:

  • Move stalled deals forward. See which of your most valuable deals overlap with a partner’s accounts so you can get their help. Perhaps they can share intel about the buying and procurement process at the account or perhaps broker an introduction to a key decision maker on your behalf.

  • Maintain reciprocity. Get visibility into your channel partner’s opportunity data so you can help them close deals. After all, their success is also your success.

  • Forecast channel revenue more accurately with visibility into your partner's opportunity stages, close dates, days in pipeline, amounts, and more.

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