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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.
| 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. |
PRM Reports
| Report Folder | Report | Description |
|---|---|---|
| Partner Engagement | Last Logins by Partner Across All Sites | What are the most recent logins across all of my partner sites last month? |
| Partner Logins by Site | What's the login history for each of my partner sites last week? | |
| Channel Marketing | Approved Partner Fund Claims | Which market development fund claims were approved by channel managers? |
| Approved Partner Fund Requests | Which market development fund requests were approved by channel managers? | |
| Open Partner Fund Claims | What are the open market development fund claims submitted by partners? | |
| Open Partner Fund Requests | What are the open market development fund requests submitted by partners? | |
| Total Partner Marketing Budget | What is the amount and creation date for each of my partner marketing budgets, and what's the total of all budgets? Budgets are grouped by partner account. | |
| Channel Productivity | Average Lead Score by Lead Status | What is the average lead score for the last quarter? |
| Average Opportunity Score by Stage | What is the average opportunity score for the last quarter? | |
| Scored Lead Records | How many leads have been scored using Einstein Lead Scoring? | |
| Scored Opportunity Records | How many opportunities have been scored using Einstein Opportunity Scoring? | |
| Channel Sales | Lead Conversion Rate | What percentage of leads have been converted? |
| Open Opportunities by Partner | What opportunities are open from the last quarter? | |
| Open Opportunities by Stage | What are the open opportunities, grouped by stage? | |
| Revenue Closed by Quarter | How much revenue was closed last quarter? | |
| Top Opportunities | What are the top opportunities, sorted by amount? |
PRM Dashboards
| Dashboard | Description | Widgets |
|---|---|---|
| Channel Management | Track key metrics and get insights about partner sales, productivity, and enablement. This dashboard is included on the standard Channel Management Console app home page. | Lead Conversion Rate |
| Number of Enablement Accounts | ||
| Number of Enablement Users1 | ||
| Overall Program Completion Rate | ||
| Open Opportunities by Partner | ||
| Open Opportunities by Stage | ||
| Revenue Closed by Quarter | ||
| Channel Marketing | Track key metrics on marketing budget status and progress. | Approved Partner Fund Claims |
| Approved Partner Fund Requests | ||
| Open Partner Fund Claims | ||
| Open Partner Fund Requests | ||
| Total Partner Marketing Budget | ||
| Channel Productivity | Track key metrics on partner leads and opportunities. | Average Lead Score by Lead Status |
| Average Opportunity Score by Stage | ||
| Open Pipeline by Stage | ||
| Scored Lead Records | ||
| Scored Opportunity Records | ||
| Channel Sales | Track key metrics on partner sales performance. | Lead Conversion Rate |
| Open Opportunities by Partner | ||
| Open Opportunities by Stage | ||
| Revenue Closed by Quarter | ||
| Top Opportunities |
Custom Report Types
PRM includes these predesigned custom report types, which let you create your own reports on partner data. See Build a Report in Lightning Experience.
| Report Type | Description |
|---|---|
| Login History for Experience Cloud Site Users | Report on the login history of your Experience Cloud site users. |
| Partner Fund Requests | Report on market development fund requests from partners. |
| Partner Fund Requests and Partner Fund Claims | Report on market development fund requests and fund claims from partners. |
| Partner Marketing Budgets | Report on your partner marketing budgets, including budget amounts per partner account, and the date when the budget is no longer available. |
1 Requires an Enablement license.
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