Plan Template Dashboard
Easily manage business plan templates from a centralized hub with full control and customization.
- Create, edit, and delete templates with just a few clicks.
- Build custom views and saved searches for fast access.
- Ensure partners always work from the latest approved frameworks.
This application centralizes and simplifies partner business plan management with templates, dashboards, and automated approvals.
Plan Template Details
Get complete visibility into every template with performance-focused parameters.
- Configure plan type (Sales or Marketing) and partner type (Distributor, Reseller, VAR, Services)
- Define KPIs such as lead generation, deal closure, and customer satisfaction
- Assign templates directly to users or groups for rollout
For effective evaluation, gain a 360-degree view of every partner plan, including key performance indicators and tailored parameters.
Add or Edit Templates
Quickly build new templates or adjust existing ones to reflect changing business needs.
- Select partner type and plan type to tailor each template
- Set objectives with measurable values and success metrics
- Save and assign templates instantly to streamline adoption
Streamline template creation and modification to keep pace with evolving partner strategies and business objectives.
Partner Plan Dashboard
Centralize the management of all submitted partner plans in one place.
- View all submitted plans in a single dashboard
- Use filters, search, and saved views to find data quickly
- Eliminate manual tracking with real-time access
Centralize and gain real-time visibility into all submitted partner plans from one dashboard, eliminating the need for manual tracking.
Partner Plan Details
Access a 360° view of partner submissions for deeper insight and accountability.
- Review partner company information, SWOT, and GTM strategy
- Track quarterly pipeline projections and certifications achieved
- Monitor campaign calendars and target accounts in detail
Gain a comprehensive, 360° view of partner submissions, including company information, pipeline projections, and campaign calendars, to evaluate growth potential.
Campaign Calendar Tracking
Stay on top of partner campaign execution from planning to completion.
- Compare proposed vs. actual execution dates
- Monitor campaign list sizes and outcomes
- Ensure marketing alignment with approved strategies
This ensures partners execute campaigns on time, at scale, and in full alignment with strategic marketing goals.
Approval Workflow Transparency
Automate approvals with clear visibility into every step of the process.
- Track submitter, approver, comments, and status history
- Maintain governance with detailed audit trails
- Accelerate approvals while ensuring compliance
Plan Approval Workflows delivers faster, compliant decision-making with full accountability and end-to-end visibility.
