As you and your team grow your connected partner networks, and continue to add partner spreadsheet data, you build up a valuable multi-partner view of each customer and prospect. Our set of 11 Ecosystem reports provide an aggregated view of data across your partner ecosystem. Within this set of reports you can see multi-partner views of account overlap, opportunity and pipeline data, as well as summary views of user engagement and all partner connections.
These ecosystem-wide views provide valuable insights for multiple teams. Channel and Business Managers can get a macro view of all partners engaged on each account to understand who else is influencing customers and prospects. Sellers can leverage these reports to find partners with existing customer relationships on accounts they need to come up to speed on. Finally, marketing can look across these reports to identify opportunities to run campaigns to prospects or customers about partners you have strong value propositions with.
Just as with our other reports, we have several additional reporting features so you can slice and dice the data in the ecosystem reports to a view that best serves you.
- 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 results will give you a real-time view of all this mapped data)
- Download your report for further analysis in Excel
In addition to the Ecosystem reports, any reports that you save or download are accessible via the “SAVED REPORTS” and “DOWNLOADED REPORTS” sub-tabs under “ECOSYSTEM REPORTS”.
Step-by-step instructions
To view your Multi-Partner Ecosystem reports:
- Navigate to the left-hand side menu and click on the “ECOSYSTEM REPORT” tab.
- On the “ECOSYSTEM REPORTS” page (GLOBAL REPORTS subtab) click the “VIEW REPORT” button on the tile of the report you want to view.
