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Partner Relationship Management Analytics
Every release, an automated process delivers the latest collection of predesigned Partner Relationship Management (PRM) reports and dashboards to your org. Channel managers can use PRM reports and dashboards to see key metrics on partner performance and activity. Channel managers can also build their own reports and dashboards using custom report types for PRM objects. To give access, Salesforce admins must first share PRM reports and dashboards folders with channel managers. If any analytics features are missing, Salesforce admins can generate the most recently released versions manually.
| Available for channel managers in Salesforce Classic and Lightning Experience in Enterprise, Performance, Unlimited, Developer Editions with Sales or Service. You must have at least one PRM add-on license. |
- Partner Relationship Management Reports and Dashboards
See a list of the reports, dashboards, and custom report types that are included with Partner Relationship Management (PRM). Every release, an automated process delivers the latest PRM report and dashboard improvements to your org. Report and dashboard folder names correspond to the Salesforce release when they were delivered. - View Partner Relationship Management Reports
Channel managers can stay on top of partner performance with the predesigned reports that are included with Partner Relationship Management (PRM). - View Partner Relationship Management Dashboards
A glance at the predesigned dashboards that are included with Partner Relationship Management (PRM) gives channel managers a comprehensive overview of KPIs for partners. - Setting Up and Maintaining Analytics for Partner Relationship Management
When you set up Partner Relationship Management (PRM), share predesigned reports and dashboards with channel managers. And if you have issues with the latest versions delivered to you by Salesforce, you can get new versions manually.
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