HELP CENTER

Once you and your connected partner have shared data, it’s time to start digging for the gold! PartnerTap has 20 out-of-the-box account reports and 16 out-of-the-box opportunity reports that you can run on your connected partner mapped data. While these reports provide a solid starting point, we have several additional reporting features so you can slice and dice the data in whatever way serves you best.  Within all of our reports you can:

• Reorder the columns to get specific data side-by-side
• Sort the account data by any column
• Hide columns from view
• Apply one or more filters to the set of accounts (filters available are determined by the columns included in the data set)
• Save your report (when you return to this saved report, the applied column sorting and filtering will remain but the data will show the latest real-time mapped results)
• Download your report for analysis in Excel

We recommend starting with the following five account reports to get familiar with the data and help you find some quick wins:

1. 1. 1. Mutual customers report – companies you can help each other expand with cross or up-sell motions
      2. Hot prospects report – new logo accounts where your partner can help you get a foot in the door
      3. Help my partner report – new logos for your partner where you already have customer relationships
      4. Greenfield accounts report – accounts your partner has that are not even in your CRM
      5. My open pipeline on matched accounts report – open opportunities your partner can help you accelerate and win

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Step-by-step instructions

To view your Connected Partner Account reports:

1. Navigate to the left-hand side menu and click on the “PARTNERS” tab.
2. On the “CONNECTED PARTNERS” page, find the tile of the partner you want to see mapping results with and click “VIEW”.
3. This will bring you to the “PARTNER DETAILS” page which shows the summary account overlap dashboard.
4. From the dashboard click the “ACCOUNTS” tab at the top of the page.
5.  On the “ACCOUNTS” tab, you will automatically land on the “ALL MATCHED ACCOUNTS” report.
6.  To access the other reports, navigate to the “REPORT” drop-down menu on the top left.

To view your Connected Partner Opportunity reports:

1. 1. Navigate to the left-hand side menu and click on the “PARTNERS” tab.
   2. On the “CONNECTED PARTNERS” page, find the tile of the partner you want to see mapping results with and click “VIEW”.
   3. This will bring you to the “PARTNER DETAILS” page which shows the summary account overlap dashboard.
   4. From the dashboard click the “OPPORTUNITIES” tab at the top of the page.
   5. On the “OPPORTUNITIES” tab, you will automatically land on the “ALL OPPS I SHARED” report.
   6. To access the other reports, navigate to the “REPORT” drop down menu on the top left.