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 Business 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.
• Create a Joint Business Plan
  Align your company and Salesforce on shared goals, objectives, and activities, and track progress toward agreed business outcomes.
• Give Partners Access to Manage Joint Business Plans
  Configure access so that partner users can create, edit, and delete plans, objectives, and measures.
• Joint Business Plan Objectives
  Define measurable objectives for a joint business plan and track progress toward shared goals.