Viewing the Partner Summary

When you’ve created a partner account, the details of the account and the partner’s profile are captured in Partner Explorer.

To get an at-a-glance view of the partner and their performance/health, navigate to the Summary tab of the partner account.

This information is displayed:

• Partner Performance
  • Active Deals - number of registered deals currently in the pipeline
  • Pipeline Value - total value of active deals/li
  • Active Campaigns - number of published marketing campaigns
  • Certifications - number of certifications earned by partner users
  • Leads - total number of leads
• About - a summary of the partner account details
• Latest Deals - the 5 most recent deals registered by the partner
• Top Certifications Completed - the 5 certifications that the partner’s users have engaged with most
• Recent Activity - what tasks the partner’s users have completed
  • Achievements
  • Campaign Activations
  • Certifications
  • Courses
  • Deals
  • First Logins
  • Transactions
• Recent Achievements Completed - the 5 most recent achievements completed by partner users

If Ask IQ is enabled on your system, you will see some notes about the partner generated by it. Ask IQ uses the partner’s data in Unifyr One Admin (company name, website URL, address, etc.) as reference and collates all information about the organization that’s available on the internet.

 

You can click the icons to give feedback about the notes - hover over the description to expose them. For more information, see Giving Feedback on AI-Generated Responses and Content.

Notes

• For more information about Ask IQ, and how to enable it, see Unifyr One's AI Assistants.
• Ask IQ may make mistakes, so review important information carefully.

• For more information on how Unifyr ensures transparency, security, and ethical use of AI, please review our Responsible AI Policy.