Analyze connected partner data

When a connected partner shares data with you, PartnerTap instantly maps your data together and displays the results in the connected partner overlap dashboard. Here you can see a summary of your mutual customers, customer and prospect overlap, and opportunity overlap if you are both sharing opportunities.

You can also see breakdowns by industry, company size, and location. From there, PartnerTap gives you 20 out-of-the-box account reports (opens in a new tab) and 10 out-of-the-box opportunity reports (opens in a new tab) to run on your connected partner mapped data so you can slice and dice the data in whatever way serves you best.

Opportunity reports

1. From the Partner Connection Details page, click the Opportunities sub-navigation tab.
2. Open the Report dropdown in the top left to switch between the 10 available opportunity reports.

Work with report data

Within any report, use the toolbar above the data table to adjust your view:

• Report dropdown (top left): Switch between pre-built reports.
• By Location checkbox: Filters results to accounts where address fields also match. Reduces match count but increases geographic precision.
• Add Filter button: Narrow results by any column in your data set. You can stack multiple filters.
• Save button: Opens the Save Report As dialog. Choose Save results as an action list to create a tracked list for co-sell action, or Save report to view later to preserve your current filters and sorting. Saved reports refresh with current data each time you return.
• Download button: Downloads your current report as a CSV for further analysis in Excel.
• Columns button: Show, hide, or reorder columns to get relevant data side by side.

Save your results

When you have filtered down to the accounts you want to act on, click the Save button and select Save results as an action list. Give your list a name and description, then click Save.

For next steps on using your Action List, see Create Action Lists (opens in a new tab).