Who Uses Joint Business Plans

Joint Business Plans bring internal teams and external partners together to drive growth.

Admins—Admins lay the groundwork for success. They enable Joint Business Plans, configure partner-led opportunity rules, and customize fields and page layouts. They also establish the metrics for success by setting up objective measures and action plan templates.

Channel managers—Channel managers orchestrate the strategy. They create and update the actual plans, defining clear objectives and KPIs. They play a vital collaborative role by assigning specific action plans and sharing the roadmap directly with partners to maintain alignment.

Partner users—Partner users execute the vision. Logging in through Partner Central, they gain visibility into shared plans, track their performance against objectives, and complete the specific tasks and action items assigned to them.