Joint Business Plans

Joint Business Plans help you and your partners define a shared strategy for a planning period—usually quarterly, semi-annual, or annual. Use a joint business plan to agree on growth targets, outline sales and marketing priorities, monitor key performance indicators (KPIs), and track actions across both teams.

Joint Business Plans are available only for Partner Accounts and are designed for vendors, channel managers, and partner reps who need a structured way to plan, execute, and measure joint business growth.

• Who uses Joint Busines Plans
  Joint Business Plans bring internal teams and external partners together to drive growth.
• What Can you do with Joint Business Plans
  Joint Business Plans provide a workspace where channel managers and partners can set a shared strategy, create measurable objectives, build action plans, and collaborate with partners.
• Set Up Joint Business Plans
  Before channel managers can create joint business plans, admins must complete a few steps.