Overview
Programme health, activity and what is waiting on you.
Active partners283 in onboarding
Waiting on you126 deals, 4 requests, 2 applications
Overdue training35across 19 partners
Programme pipeline$1.84Mup 8.3% on last month
Pipeline and win rate
7 monthsRegistered pipeline by month. Win rate moved 14 points over the same period.
Network health
Five signalsThis month
Three months ago
Training 62%, registration quality 78%, compliance 91%, pipeline movement 54%, co-marketing 37%. Each measured the same way for every partner, nothing here is a composite score we invented.
Recent partner activity
Northgate SystemsMoved Ashcombe Renewal to Approved · 2 hours agoDeal
Halloway Retail GroupSubmitted an MDF request · todayRequest
Bracken LogisticsCompleted Q3 compliance · yesterdayTraining
Verity ConsultingRegistered a new deal · yesterdayDeal
Waiting on you
12 openDraycott DigitalDeal registration, $84,000 · 4 days
Halloway Retail GroupMDF request, $12,000 · 2 days
Fenmore IndustrialPartner application · 6 days
Most used resources
Sales playbookPlaybooks · 4.8 MB312 downloads
Marketing toolkitBrand assets · 12.6 MB241 downloads
Brand guidelinesBrand assets · 3.1 MB196 downloads
Partner programme guideGetting started · 2.4 MB184 downloads
What partners actually open, rather than what you meant them to.
Training closing soon
Partner onboarding essentialsMandatory · due 20 July · 20 min7 overdue
Q3 compliance moduleMandatory · due 25 July · 25 min9 overdue
Product knowledge 101Optional · due 5 August · 40 min6 overdue
Jump to
The five things a programme manager opens this screen to do.
An overdue queue is the honest measure of a partner programme. A partner who waits six days for a decision registers the next deal somewhere else.
Overview
Your pipeline, your tier and what is due from you.
Gold1,850 tier points$31,080 earned this programme year · 1,650 points to Platinum
Your pipeline$412,000up 12% on last month
Open opportunities93 registered this week
Deals won4$96,400 this year
Training due21 is mandatory and overdue
Your performance
7 monthsYour registered pipeline by month. Win rate is up 14 points since February.
Your scorecard
Against the networkYou
Network average
Training 88%, registration quality 92%, compliance 100%, pipeline movement 71%, co-marketing 44%. The same five signals your programme manager sees, nothing is hidden from you that is used to rank you.
Your recent opportunities
Platform integrationCrestline Services · $61,200In progress
Ashcombe renewalAshcombe Distribution · $44,600Won
Mid-market onboarding waveAmberline Retail · $23,400Submitted
Due from you
3 itemsQ3 compliance moduleMandatory · due 25 JulyOverdue
Product knowledge 101Optional · due 5 AugustIn progress
Co-branded campaign MDFSubmitted 18 AugustWaiting
Resources for you
Sales playbookPlaybooks · 4.8 MB · Silver and aboveUpdated
Marketing toolkitBrand assets · 12.6 MB
Brand guidelinesBrand assets · 3.1 MB
Partner programme guideGetting started · 2.4 MB
Your tier decides which folders appear here. Gold sees everything except contracts.
Training to start
1 overdueQ3 compliance moduleMandatory · 25 min · due 25 July
Product knowledge 101Optional · 40 min · due 5 August
Sales and solution skillsOptional · 55 min · due 12 August
An overdue mandatory module blocks new deal registration, which is the programme rule rather than ours.
Jump to
The five things a partner opens this screen to do.
An overdue mandatory module blocks new deal registration. It is shown here rather than discovered at the point you try to register something.
Resources
What you publish, who can see it and what gets used.
24 documents across 9 folders. Partners see the folders their tier is entitled to.
Resource library
24 documents| Document | Folder | Visible to | Size | Published | Downloads |
|---|---|---|---|---|---|
| Partner programme guide | Getting started | All tiers | 2.4 MB | 4 days ago | 184 |
| Sales playbook | Playbooks | Silver and above | 4.8 MB | 1 month ago | 312 |
| Brand guidelines | Brand assets | All tiers | 3.1 MB | 2 weeks ago | 96 |
| Pricing sheet, standard tier | Pricing | Silver and above | 540 KB | 1 week ago | 271 |
| Pricing sheet, enterprise tier | Pricing | Gold and above | 560 KB | 1 week ago | 88 |
| Q3 compliance checklist | Compliance | All tiers | 1.1 MB | 1 month ago | 143 |
| Co-branding templates | Brand assets | Gold and above | 18.2 MB | 2 weeks ago | 52 |
| Partner agreement template | Contracts | All tiers | 310 KB | 4 weeks ago | 29 |
Download counts are per partner, so you can tell what is used from what is merely published.
Training
Modules, completion across the network and who is overdue.
Modules52 mandatory
Average completion62%up 4 points this month
Overdue35across 19 partners
Certificates issued164this programme year
Modules
| Module | Category | Type | Minutes | Completion | Overdue |
|---|---|---|---|---|---|
| Partner onboarding essentials | Onboarding | Mandatory | 20 | 81% | 7 |
| Q3 compliance module | Compliance | Mandatory | 25 | 74% | 9 |
| Product knowledge 101 | Product | Optional | 40 | 58% | 6 |
| Sales and solution skills | Sales | Optional | 55 | 46% | 8 |
| Brand and co-marketing | Marketing | Optional | 15 | 51% | 5 |
Mandatory means a partner cannot register a deal once it is overdue. That is a rule you set, and it is the only reason completion moves.
Overdue partners
19 partnersFenmore IndustrialPartner onboarding essentials · due 20 July
Draycott DigitalQ3 compliance module · due 25 July
Kilbourne GroupSales and solution skills · due 12 August
Opportunities
Registered deals across every partner, by stage.
StageAllDraftSubmittedUnder reviewIn progressApprovedWonLost
Registered this quarter3912 need review
In review over 3 days6oldest is 9 days
Approved14$612,000 protected
Won5$228,400 closed
| Opportunity | Partner | End customer | Value | Registered | Stage |
|---|---|---|---|---|---|
| Warehouse automation pilot | Bracken Logistics | Alder County Supply | $84,000 | 12 Aug | Under review |
| Platform integration | Northgate Systems | Crestline Services | $61,200 | 09 Aug | In progress |
| Compliance toolkit licensing | Verity Consulting | Ironwood Vendors | $38,400 | 05 Aug | Approved |
| Regional rollout, phase 2 | Halloway Retail Group | Amberline Retail | $27,800 | 01 Aug | Submitted |
| Ashcombe renewal | Northgate Systems | Ashcombe Distribution | $44,600 | 21 Jul | Won |
| Field service modernisation | Draycott Digital | Kilbourne Group | $19,400 | 14 Jul | Lost |
Requests
Market development funds, co-sell and support.
StatusAllSubmittedUnder reviewApprovedDeniedCompleted
Open94 need a decision
Funds requested$68,400this quarter
Funds approved$41,20060% of requested
Median decision3 daystarget is 5
| Request | Type | Partner | Amount | Raised | Status |
|---|---|---|---|---|---|
| Co-branded email campaign | Market development funds | Halloway Retail Group | $12,000 | 18 Aug | Submitted |
| Co-sell on Northgate renewal | Co-sell support | Northgate Systems | - | 16 Aug | Under review |
| Q3 trade show co-funding | Market development funds | Bracken Logistics | $18,000 | 02 Aug | Approved |
| Local user conference | Market development funds | Draycott Digital | $9,400 | 28 Jul | Denied |
| API integration question | Technical support | Verity Consulting | - | 21 Jul | Completed |
Performance
Network analytics and the partner leaderboard.
Average win rate31%up 2 points
Programme pipeline$1.84Mup 8.3%
Average training completion62%up 4 points
Value won$228,4005 deals across the network
Pipeline, organisation wide
7 monthsValue by stage
All partnersPartner leaderboard
28 partners| Partner | Tier | Category | Won | Pipeline | Training | |
|---|---|---|---|---|---|---|
| 1 | Northgate Systems | Gold | Reseller | $96,400 | $412,000 | 88% |
| 2 | Bracken Logistics | Platinum | Distributor | $62,100 | $298,000 | 94% |
| 3 | Verity Consulting | Gold | Consultant | $44,800 | $186,000 | 71% |
| 4 | Halloway Retail Group | Silver | Reseller | $15,200 | $241,000 | 58% |
| 5 | Draycott Digital | Silver | Agency | $9,900 | $132,000 | 42% |
| 6 | Fenmore Industrial | Registered | Reseller | $0 | $61,000 | 19% |
Ranked by value won, not by pipeline. Pipeline is a forecast; won is a fact.
Communication
Announcements to your partners, and what needs attention.
Announcements reach every partner in the tiers you choose. They are not email.
Announcements
Partner summit registration is openAll tiers · posted 2 days ago · 21 of 28 readLive
New pricing tiers effective 1 SeptemberSilver and above · 1 week ago · 18 of 22 readLive
Scheduled maintenance, 22 JulyAll tiers · 1 week ago · 26 of 28 readArchived
Notifications
6 deals need reviewOldest has waited 9 daysNow
35 trainings overdueAcross 19 partnersToday
Win rate up 2.1%Across the network this monthToday
Ashcombe renewal moved to WonNorthgate SystemsYesterday
Read counts are per partner rather than a percentage on a dashboard, because "most partners saw it" is not something you can act on.
Settings
Tiers, programme rules, integrations and your team.
Tiers
Platinum$250k won, 90% training, quarterly review4 partners
Gold$100k won, 80% training9 partners
Silver$25k won, 60% training11 partners
RegisteredOnboarding complete4 partners
Programme rules
Deal registration protection90 days from approvalOn
Mandatory training blocks registrationWhen overdueOn
MDF cap per partner per quarter$20,000On
Decision target5 working daysOn
Integrations
CRMRegistered deals and end customersConnected
Single sign-onFor your own staffConnected
EmailAnnouncement and reminder deliveryConnected
Team
Elena RothProgramme manager · full accessAdmin
Tomas BrandtChannel manager · deals and requestsStaff
Lena MorEnablement · training and resourcesStaff
Tier thresholds and programme rules are yours. Ours are a starting point, and moving a threshold does not retroactively demote anybody.
Resources
Everything your tier is entitled to, in one library.
Pinned for you
Partner programme guideGetting started · 2.4 MB
Sales playbookPlaybooks · 4.8 MB
Brand guidelinesBrand assets · 3.1 MB
New since you last looked
Q3 compliance checklistPublished 4 days agoNew
Pricing sheet, enterprise tierPublished 1 week agoNew
Co-branding templatesPublished 2 weeks agoGold
Available to you
18 documents| Document | Folder | Size | Published |
|---|---|---|---|
| Partner programme guide | Getting started | 2.4 MB | 4 days ago |
| Sales playbook | Playbooks | 4.8 MB | 1 month ago |
| Pricing sheet, enterprise tier | Pricing | 560 KB | 1 week ago |
| Q3 compliance checklist | Compliance | 1.1 MB | 1 month ago |
| Co-branding templates | Brand assets | 18.2 MB | 2 weeks ago |
| API integration guide | Product | - | 3 weeks ago |
You see the folders your tier is entitled to. Gold adds co-branding templates and enterprise pricing.
Training
What is assigned to you, what is done and what is overdue.
Assigned52 mandatory
Completed240% of your modules
Due this week1Q3 compliance
Overdue1blocks new deal registration
Do these next
1 overdueQ3 compliance moduleMandatory · 25 min · due 25 July
Product knowledge 101Optional · 40 min · due 5 August
Done
Partner onboarding essentialsCompleted 14 June · certificate issuedComplete
Brand and co-marketingCompleted 2 August · certificate issuedComplete
| Module | Category | Type | Minutes | Due | Status |
|---|---|---|---|---|---|
| Q3 compliance module | Compliance | Mandatory | 25 | 25 Jul | Overdue |
| Product knowledge 101 | Product | Optional | 40 | 05 Aug | In progress |
| Sales and solution skills | Sales | Optional | 55 | 12 Aug | Not started |
| Partner onboarding essentials | Onboarding | Mandatory | 20 | 20 Jun | Complete |
| Brand and co-marketing | Marketing | Optional | 15 | 20 Aug | Complete |
Opportunities
Register a deal and follow it through the stages.
An approved registration protects the deal for 90 days.
Registered9$179,700 in play
Protected2$105,800 held for 90 days
Waiting on the programme2oldest is 4 days
Won this year4$96,400 closed
By stage
Under review is where a registration either gets protected or does not. Four days is the programme target and the counter above tells you when it slips.
StageAllDraftSubmittedUnder reviewIn progressApprovedWonLost
| Opportunity | End customer | Value | Registered | Protected to | Stage |
|---|---|---|---|---|---|
| Platform integration | Crestline Services | $61,200 | 09 Aug | 07 Nov | In progress |
| Mid-market onboarding wave | Amberline Retail | $23,400 | 01 Aug | - | Submitted |
| Data warehouse buildout | Fieldstone Group | $31,800 | 28 Jul | - | Under review |
| Ashcombe renewal | Ashcombe Distribution | $44,600 | 21 Jul | 19 Oct | Won |
| Security assessment | Kilbourne Group | $18,900 | 14 Jul | - | Draft |
| Field service modernisation | Draycott Estate | $19,400 | 02 Jul | - | Lost |
Requests
Funds, co-sell support and technical questions.
Market development funds, co-sell support or a technical question.
Open21 under review
Funds requested$21,400this quarter
Funds approved$18,000against a $20,000 cap
Median decision3 daysprogramme target is 5
| Request | Type | Amount | Raised | Decided | Status |
|---|---|---|---|---|---|
| Co-branded email campaign | Market development funds | $12,000 | 18 Aug | - | Submitted |
| Co-sell on Northgate renewal | Co-sell support | - | 16 Aug | - | Under review |
| Q3 trade show co-funding | Market development funds | $18,000 | 02 Aug | 05 Aug | Approved |
| API integration question | Technical support | - | 21 Jul | 22 Jul | Completed |
Performance
Your win rate, pipeline and where you sit.
Your win rate44%up 2 points
Your pipeline$412,000up 8.3%
Training completion88%up 3 points
Value won$96,4004 deals this year
Win rate
7 monthsYour pipeline by stage
Your scorecard
These five numbers decide your tier at the next review.
Where you sit
Rank 1 of 28Northgate SystemsGold · $96,400 wonYou
Bracken LogisticsPlatinum · $62,100 won
Verity ConsultingGold · $44,800 won
The leaderboard shows names because your programme publishes it. Whether it does is a setting, not a fact of the software.
Communication
Announcements, your notifications and the programme team.
Announcements
Partner summit registration is openProgramme team · 2 days agoNew
New pricing tiers effective 1 SeptemberProgramme team · 1 week agoRead
Scheduled maintenance, 22 JulyProgramme team · 1 week agoRead
Your notifications
Q3 compliance is overdueIt blocks new deal registrationNow
Ashcombe renewal moved to WonYesterdayDeal
Q3 compliance checklist published4 days agoResource
Trade show co-funding approved5 AugustRequest
Message the programme team
Can we get the enterprise pricing sheet before the Crestline meeting?You · Monday
Published to your Pricing folder this morning.Programme team · Tuesday
Settings
Your company, your people and what you are told about.
Your company
Northgate SystemsReseller · GoldActive
Joined14 June 2024
TerritoryNorthern region
Next tier review1 October 2026
People on your account
Daniel OkaforPartner principal · full accessOwner
Anna MikkelsenSales · opportunities and resourcesMember
Pieter GrondMarketing · resources and requestsMember
Notifications
Training remindersBefore an assigned module is dueOn
Opportunity updatesWhen a registration changes stageOn
AnnouncementsWhen the programme posts to your tierOn
Product updatesOccasional release notesOff
You manage your own people. Adding a colleague does not cost anything, because the programme is priced per application rather than per seat.
Deal registration
Who found the customer, and who gets paid for it.
ConflictTwo claimsREG-4412 · Ostervall Retail · $184,000 · registered 22 August
A partner registered this account on 22 August. Our own team had been working it since June and never logged a thing, so the register shows the partner as first.
Deal value$184,00022% partner margin
Partner registered22 Augfirst on the register
Direct activity from11 Junnever logged
Decision due4 daysregistration expires
Competing claims
4 days to decide| Claim | Evidence | First contact | Logged | Meetings | Strength |
|---|---|---|---|---|---|
| Marchetti Partners | Registration, emails, a meeting | 18 Aug | Yes | 2 | Documented |
| Direct team | Calendar entries, no CRM records | 11 Jun | No | 4 | Undocumented |
The direct team got there first and can prove almost none of it. Registration rewards writing things down, which is the point of it.
What the rule says
First registration winsUnless prior activity is documentedThe rule
Prior activityMust be in the CRM before the registration dateNot met
Calendar entriesNot sufficient on their ownNot met
Outcome under the rulePartner winsClear
The rule is clear and the outcome feels wrong to the direct team. Changing it after a conflict is how a partner programme loses partners.
What it costs either way
Award to the partner$40,480 margin · rule upheldCosts money
Award to direct$0 partner margin · rule brokenCosts trust
SplitHalf each · rule bentCosts both
Next quarterPartners register earlier either wayThe real effect
Whatever is decided, every partner will hear about it. The decision is about the programme rather than about this deal.
Partner margin
What partners earn, and what they do for it.
Partner revenue$4.2m31% of total
Margin paid$842,00020% average
Deals registered28496 became orders
Registered and lost188to nobody in particular
By partner
20% average margin| Partner | Tier | Registered | Won | Revenue | Margin | Rate |
|---|---|---|---|---|---|---|
| Marchetti Partners | Gold | 62 | 28 | $1.42m | $312,000 | 22% |
| Nordvik Systems | Gold | 54 | 22 | $1.18m | $260,000 | 22% |
| Halvorsen Group | Silver | 48 | 18 | $684,000 | $123,000 | 18% |
| Calderon Tech | Silver | 71 | 14 | $512,000 | $92,000 | 18% |
| Regional resellers | Bronze | 49 | 14 | $412,000 | $55,000 | 13% |
Calderon registers the most and wins the fewest. Registration is free and blocks the account for ninety days, which is a cost nobody charges for.
One hundred and eighty-eight registered deals were lost to nobody in particular. Each blocked an account for ninety days while it went nowhere, and the partner paid nothing for the option.
Enablement
Who is trained, who is certified, and whether it matters.
Partner people684across 34 partners
Certified18827% of them
Certified and selling96half of the certified
Selling without certification142more than the certified sellers
Win rate by certification
Registered dealsCertification more than doubles the win rate. One hundred and forty-two people are selling without it, and they register more deals than the certified ones.
Where the training stops
Started the course412 people
Finished the course284 · 69%
Passed the assessment188 · 66% of finishers
Certified and still active96 · 51% of thoseHalf gone
Half the people certified in the last two years have left their partner. Certification follows the person and the investment follows them out of the door.
The cheapest thing on this screen is certifying the 142 people already selling without it. It costs a fortnight each and roughly doubles what they close.
Reports: activity
Volume and throughput, by owner and by tier.
Partner revenue$4.2m31% of total revenue
Opened this month284against 96 closed
Median age62 daystarget is 45 days
Owned by nobody18oldest is 31 days
By partner manager
This quarter| Partner manager | Open | Closed | Median days | Overdue |
|---|---|---|---|---|
| Marchetti Partners | 62 | 28 | 45 | 2 |
| Nordvik Systems | 54 | 22 | 41 | 3 |
| Halvorsen Group | 48 | 18 | 38 | 4 |
| Calderon Tech | 71 | 14 | 20 | 9 |
| Unassigned | 18 | 0 | - | 18 |
Registered, won, win rate, and registrations that expired unworked. The partner registering most has the lowest conversion and the most expiries.
Volume over time
12 weeksDeals registered per week. Registration is free and blocks an account for ninety days, and the volume reflects that rather than any change in pipeline.
By tier
This quarterReports: performance
Against target, with the gap named.
Against target34%of registered deals won
Best partner managerCertified sellers41% win rate
WorstUncertified sellers19% win rate, more registrations
Trend+2 ptson last quarter
Against target by tier
100 is the targetCertification more than doubles the win rate and 142 people are selling without it. They also register more deals, which blocks more accounts for longer.
What moved
Rule-derived188 registrations expired unworkedEach blocked an account for 90 daysDown
A registration conflict with the direct teamPrior activity real and undocumentedWatch
Partner revenue up to 31% of totalConcentrated in two gold partnersUp
Threshold rules over the figures above, not a model. Each line names the number it came from so you can disagree with it.
Reports: exceptions
What breached, what is late and what nobody owns.
Breached188registrations expired unworked
At risk142inside 48 hours
Unassigned18no owner at all
Reopened18closed then raised again
Exceptions
188 open| Item | Partner | Detail | Effect | Fix |
|---|---|---|---|---|
| REG-4412 | Marchetti Partners | Conflicts with undocumented direct activity | $40,480 margin | Decide in 4 days |
| 188 registrations | Mostly Calderon Tech | Expired without a single activity | 188 accounts blocked | Charge or expire sooner |
| 142 people | Various | Selling with no certification | 19% win rate | Certify them |
| 18 registrations | No partner manager | 31 days old | Nobody working them | Assign |
| 96 certified people | Various | Left their partner | Training lost | Certify roles, not only people |
Registration is free, blocks an account for ninety days, and 188 of them went nowhere. Everything else on this list follows from a control with no cost attached to it.
The first row is a rule working exactly as written and producing an outcome the direct team will dispute. Changing it after the conflict is how a partner programme loses partners; the fix is documenting activity before the registration, not after.
People
Who has an account, and what they own.
People
718 accounts| Name | Role | Region | Last active | Status |
|---|---|---|---|---|
| Rebecca Ionescu | Administrator | Partner programme | 9 minutes ago | Active |
| Kasper Molnar | Partner manager | North | 25 minutes ago | Active |
| Ines Halla | Partner manager | South | 1 hour ago | Active |
| Fabiola Marchetti | Partner admin | Marchetti Partners | 3 hours ago | Active |
| Anton Vrba | Partner seller | Nordvik Systems | Yesterday | Active |
| Osian Pryce | Finance | Finance | 2 hours ago | Active |
Deactivating somebody prompts you to reassign what they own rather than doing it silently, because an unowned record is how a register rots.
Roles
What each role is scoped to and what it may approve.
Recent changes
Registrations now expire at 90 days without activityRebecca Ionescu · 6 SeptemberLogged
Partner admins can disable their own leaversRebecca Ionescu · 2 JuneLogged
Role changes sit in the same audit log as record changes, because both change what somebody can do.
Why custom roles exist
- A partner seller registers a deal and cannot see another partner registrations
- A partner admin manages their own people, which is the only route that knows about a leaver
- A conflict is decided by a partner manager who does not own either claimant
- Nobody can back-date a registration or a CRM activity record
Roles
5 roles| Role | Type | People | Scope | Can approve to | Status |
|---|---|---|---|---|---|
| Administrator | Built in | 2 | Everything | No limit | Active |
| Partner manager | Built in | 6 | Own partners | Approves registrations | Active |
| Partner admin | Custom | 34 | Own organisation | Invites their people | Active |
| Partner seller | Custom | 650 | Own registrations | Registers deals | Active |
| Finance | Built in | 4 | Margin and payments | Pays margin | Active |
A role carries a scope and an approval ceiling. Both are enforced on the server; hiding a button is not access control.
Permissions
Every capability against every role, as enforced.
What each role can do
10 capabilities| Capability | Administrator | Partner manager | Partner admin | Partner seller | Finance |
|---|---|---|---|---|---|
| Register a deal | Yes | Yes | Yes | Yes | No |
| See another partner deals | Yes | Own partners | No | No | Yes |
| Approve a registration | Yes | Yes | No | No | No |
| Decide a conflict | Yes | Not own partner | No | No | No |
| Back-date a registration | No | No | No | No | No |
| Invite a partner user | Yes | Yes | Own org | No | No |
| Disable a partner user | Yes | Yes | Own org | No | No |
| See margin rates | Yes | Yes | Own | No | Yes |
| Pay partner margin | Yes | No | No | No | Yes |
| Read the audit log | Yes | Yes | Own org | No | Yes |
Enforced per query rather than by hiding controls. A scoped "yes" means the row exists but is limited, which is why some actions need a second person.
Nobody can back-date a registration or an activity record, and a conflict is decided by a manager who owns neither side. Both rows exist because the money in this programme turns on who was first.
Notifications
What the system sends, to whom, and when.
What is sent
Registration conflicts with direct activityTo both partner managersOn
Registration 60 days old with no activityTo the partner sellerOn
Registration expiring in 7 daysTo the partner and their managerOn
Certified person leaves a partnerTo the partner managerOn
Partner selling without certificationTo the partner admin, monthlyOn
Every message names the record it is about, so a reply lands somewhere.
Quiet hours
No routine notifications20:00 to 07:00, local to the personOn
Urgent overridesA registration conflict over $100,000On
Weekly digestMonday 08:00On
A notification that waits until morning is one that did not work, so the override is explicit rather than a setting nobody finds.
Notification rules are yours to set. What is here is a starting point drawn from how the queue actually behaves.
Integrations
Connected systems and their sync history.
Connected
4 connectedCRMDirect activity, for conflict checksConnected
Order systemWhat a registration becameConnected
Learning platformCourses, assessments and certificationConnected
AccountingMargin calculation and paymentConnected
IdentityPartner people joining and leavingNot connected
What breaks without them
- Without the CRM a conflict is two people describing meetings from memory, which is exactly what the current conflict is
- Without identity a certified seller who left keeps their account and their access
- Without the learning platform certification is a spreadsheet
- The portal still works; every question about who did what becomes an argument
Sync history
Last 24 hours| When | Source | Records | Result |
|---|---|---|---|
| Continuous | CRM | 284 registrations | 1 conflict |
| Continuous | Order system | 96 orders | Live |
| Daily | Learning platform | 684 people | 188 certified |
| Monthly | Accounting | $842,000 margin | Paid |
A sync that half-succeeded is listed as such rather than as a failure, because the records that did land still changed something.
Import and export
Bulk load and extract, with per-row validation.
Import
Validated before anything is written. A file with one bad row imports the rest and tells you which line failed and why.
Export
RangeEverythingThis yearFiltered view
Recent imports and exports
Last 30 days| When | What | Rows | Result | By |
|---|---|---|---|---|
| 1 Sep 07:00 | Import | 34 | Complete | Rebecca Ionescu |
| 1 Sep 18:00 | Export | 284 | Complete | Kasper Molnar |
| 10 Aug 11:00 | Import | 684 | Complete | Rebecca Ionescu |
Every import is kept with its source file, so a bad load can be traced rather than argued about.