About Success Plans

Rebecca

January 21, 2026 12:40

Overview

A Success Plan is an agreement between suppliers and partners regarding the achievement of sales, marketing, training, and custom milestones within a certain period of time. Success Plans are a critical factor in partner engagement and channel success, providing visibility to the supplier about the health and success of their partner community.

By developing a Strategy and Success Plan, goals are well-defined, metrics are trackable for both the supplier and the partner, and a consistent approach across all partners can be achieved. This transparency will benefit the relationship between the supplier and partner.

Channel Account Managers (CAMs) can work with partners to create Success Plans on an annual basis. Suppliers can set and segment predetermined sales, marketing, training, and custom goals and customize annual and quarterly goal targets for each partner. Like all other elements in Unifyr One, Success Plan efforts should be closely aligned with your channel program objectives. You should aim to deliver a Success Plan that incrementally builds the partner's confidence and abilities to generate business.

Additional Information

You can create multiple Success Plans, each using a different Strategy, to support the needs of different partner groups.
A Success Plan is based on a Strategy. The plan is assigned to a specific partner. The list of available partners is determined by the partner groups assigned to the Strategy.
A Strategy is made up of multiple Goals. You can include Sales, Marketing, Training, and Custom goals in a Strategy.
When you've created a Success Plan with a Strategy, and assigned it to a partner, you configure the Success Plan to set the partner-specific targets for the Strategy's Goals. This way you can use the same strategy for all your partners, if required, but set different targets for each one.
Admin users can edit/remove goals and goal groups on a Strategy that is currently in progress.
The status of a partner’s Success Plan (active, ended, etc.) displays on the Success Plans page in Unifyr One Admin.
You can review a partner's progress against their Success Plan in two places in Unifyr One Admin:
- By opening the plan from Partner Management > Success Plans
- In the Success Plans area of the partner's account in Partner Explorer
Suppliers can revise a partner’s goal targets within their Success Plan as things change during the year.
Success Plans are displayed to partners in the Partner Portal in a custom page. A partner can view their plan and their current progress against it.
Portal users will see updates on their Success Plan progress if a supplier adds a new goal to an active Success plan. If the partner has made progress against that goal already, the progress made will be retroactively applied.
Success Plan Progress notification emails are sent automatically to Admins on the partner account once a month from the Start Date of the plan. Notifications will stop once the plan has ended.

Before You Begin

Creating a Success Plan is a multi-step process. To create a Success Plan that is visible to your partners, you will need to do the following:

Create a Strategy with goals, and assign it to a partner group
Create a Success Plan for a partner, and set targets for the included goals
Create a Custom Page for Success Plans
Add the Custom Page to the Partner Portal
Monitor partners’ Success Plan progress

Intended Audience:

Channel Sales Director, Channel Marketing Directors, Channel Operations Managers, & Channel Account Managers (CAMs).

Click on the + to expand the instructions for the desired task.

View Existing Success Plans

Navigate to Partner Management > Success Plans to access a list of your current Success Plans. The list displays this information for each plan:

Parameter	Type	Description
Partner	Text	The partner assigned to the plan.
Strategy Name	Text	The strategy associated with the plan. Click the up and down arrows next to Strategy Name to view in alphabetical order. This will help you see which partners have each strategy assigned.
Status	Drop Down	The current status of the plan: Upcoming - the start date is set in the future. In Progress - the plan’s Start Date has passed but the End Date has not. The plan is active for the partner. Ended - the Start Date and End Date of the plan have both passed. The plan is over.
Start/End Date	Date	The dates for which the plan applies for the partner, and when it is visible to them in the portal. When the plan is published in the portal, it is active for the partner and any tasks completed by the partner or user will be tracked. Click the up and down arrows next to Start Date/End Date to sort the list in ascending/descending order. The Start and End Dates are configured for the Strategy that the plan is based on.
Created	Text	The date on which the Success Plan was created by the supplier. Click the up and down arrows next to Create Date to sort the list in ascending/descending order.

View Existing Strategies

Navigate to Partner Management > Success Plans and click View Strategies. A list of your current Strategies opens.

The list displays this information for each Strategy:

Parameter	Type	Description
Name	Text	The name of the Strategy. Click the up and down arrows next to Name to view in alphabetical order.
Description	Text	More information about the Strategy. The description should provide information that will help administrators effectively manage the Strategy and associated Success Plans. This is especially useful if you have multiple Strategies.
Status	Drop Down	The current status of the Strategy: Upcoming - the Strategy's Start Date is set in the future. In Progress - the Strategy's Start Date has passed but the End Date has not. Ended - the Start Date and End Date of Strategy have both passed.
Start Date / End Date	Date	The validity dates for the Strategy. Click the up and down arrows next to Start Date/End Date to sort the list in ascending/descending order. The Start and End Dates for the Strategy form the validity dates for the Success Plan they're associated with.

Create a Strategy

Before creating a Success Plan for a partner, you must first create a Strategy. The Strategy acts as a reusable template with configurable goals that can be associated with specific partner groups. You can create multiple Strategies to support the needs of different partner groups.

The Strategy helps you scale your Success Plans so you can apply a consistent approach to planning across a large number of partners.

Navigate to Partner Management > Success Plans.
Click View Strategies.
Click Create Strategy.

Provide the following information:

Parameter	Type	Description
Name	Text	The unique identifier for this Strategy. For example, if this strategy is for North American partners in 2024, you could name it FY2024 North American Partners. When this strategy is added to a Success Plan, this value forms the Success Plan title that the partner sees in the Partner Portal.
Start/End Date	Date	The validity dates for the Strategy (and the plan it's associated with). Set the Start Date of the strategy. The End Date automatically sets to one year after the Start Date.
Partner Groups	Drop Down	[Optional] The partner groups with which to associate the Strategy. When you create a Success Plan and include this Strategy, you will target the Success Plan to one of the partners in this group. If you don't select a Partner Group here, the Strategy will be available for all your partners.
Description	Text	[Optional] More information about the Strategy. The description is supplier-facing. It can be used to provide additional information for CAMs to effectively manage the Strategy. This is especially useful if you have multiple Strategies.
Available Goals	Click and Drag	The Goals (actions) to include in the Strategy. Available Goals lists the Goals that can be added to the Strategy. Plan Goals lists the Goals that have already been added to the Strategy. Drag-and-drop Goals from Available Goals to Plan Goals as required. Use Goal Groups to organize the Goals as required. A newly created Strategy includes a single Goal Group (labeled New Group, as shown below). You can rename it using the Edit button. You can also create more Goal Groups using the Create Group button. As you drop available goals into the Plan Goals panel, you will be shown any configurable options that need to be set. You can add a goal to a Goal Group multiple times and to multiple Goal Groups if needed. When Goals are added to a Goal Group, you can rename them with the Edit button. This allows you to use consistent terminology with your partners. These Goals are available (note that you add the actual target for each Goal in the partner-specific Success Plan in which the Strategy is included): Approved Accounts - achieve a minimum number of approved deal accounts. The goal target will be a numeric value. Approved Registered Deals - create a minimum number of approved registered deals. You can also specify the Deal Type and Product(s) here. Only deals matching the deal type and product(s) specified will contribute to a partner’s goal target. Campaign Leads - capture a target number of leads using campaigns associated with specific tags set on your supplier-created Campaigns. These activities within a campaign count towards the leads for this goal: Ad Campaigns, Emails, Workflows, Microsites, Panels, Social Posts with Form, and Custom Activities. Closed Won Total Deals Amount - close a total value of Closed/Won Deals. The goal target will be a numeric value and currency must be selected. You can also specify the Deal Type and Product(s) here. Only deals matching the deal type, currency, and product(s) specified will contribute to a partner’s goal target. Completed Certifications - a target number of a partner’s users must have completed a specific certification in their Partner Portal. Custom Partner Field (Numeric) - meet a target based upon any of the numeric Custom Partner Fields configured in your supplier account. Registered Leads - obtain a target number of registered leads outside of campaign-generated leads. This goal counts contacts registered as leads or leads registered directly by the partner on their Success Plan in the Partner Portal. Partners can view and track their progress against these goals on the Partner Portal.

Click Save.

Create a Success Plan

Success Plans are partner-specific and support annual and quarterly targets for each goal set in the associated Strategy.

Navigate to Partner Management > Success Plans.
Click Create Plan.
In Create Plan, specify the strategy upon which the plan is based and the partner to which it applies. Please note that the list of available partners is generated when you've selected a strategy. The list's decided by the partner group association designated to the strategy.
Click Save.
A Success Plan based on the goals set in the strategy is created. Set the annual and quarterly targets for the defined goals for the partner. When you set a target in the Plan Target column (annual) for a goal, the quarterly targets automatically generate, as an equal split of the annual target. Each target can be manually adjusted.
Click Save.

Create Success Plans in Bulk

Use this option when creating Success Plans for large partner groups. Instead of creating each Success Plan manually, you have the option to create Success Plans based on a single Strategy in bulk, for the partner groups associated with the strategy. Import a .CSV file with defined goal targets for each partner into Unifyr One Admin. Unifyr One provides a template for the import file, to ensure you provide the correct information.

Navigate to Partner Management > Success Plans.
Click > Download Template.
In Download Template, choose the Strategy and Partner Groups you'd like to include in your bulk Success Plan creation.
- Strategy - Choose one Strategy.
- Partner Groups (Optional) - Choose the Partner Groups for whom you want to create a Success Plan. The list displays the Partner Groups associated with the selected Strategy. If no Partner Groups are selected here, the import template will include rows for all partners associated with the Strategy.
Click Get Template. A CSV including a row for each of the eligible partners downloads.
Open the downloaded .CSV file.

Populate or edit the fields for each partner.

Note: If a partner in the template already has an active Success Plan associated with the selected Strategy, their current Plan Goal values will be included in the download and can be modified now.

Parameter	Type	Description
Strategy Name	Text	Do Not Edit. The Strategy for the Success Plan (the one you selected when downloading the template).
Strategy Id	ID	Do Not Edit. The unique Unifyr One identifier for the selected Strategy.
Partner Name	Text	Do Not Edit. The list of partners from the Partner Groups you selected when downloading the template.
Partner Id	ID	Do Not Edit. The unique Unifyr One identifier for the selected Partner accounts.
[Goal Group] _[Plan Goal]_Target	Number	The annual target to be met for a Goal in the selected Strategy. If your Strategy has multiple Goals, there is a annual target column for each of them in the spreadsheet. You can include a different annual target for a Goal for each partner in the spreadsheet.
Q1,Q2,Q3,Q4	Number	The quarterly target values for a Goal in the selected Strategy. Enter the targets for each Goal for each eligible partner. Q1-Q4 columns are included for every Goal. Important: Make sure that the quarterly targets set for each partner add up to the annual target set for the Goal for that partner.

When you've entered values in all the fields, save the file in CSV UTF-8 (Comma delimited) format.
Navigate back to the Success Plans page and click > Import Plans.
Select the .CSV file and click Import.
Unifyr One Admin gives an overview of the data in the file. Each row’s contents can be downloaded to review in further detail.
- New Plans - The number of valid net new Success Plans in the spreadsheet and how many were imported.
- Plan Updates - The number of existing Success Plans in the spreadsheet and how many were updated.
- Plans with Errors - The number of Success Plans in the spreadsheet that have errors and can't be imported. Click Download to export the rows in question. You can correct them and re-upload from the exported file.
Click Close.
The Success Plans imported from the spreadsheet are displayed in the Success Plans page. They show the label New next to the partner for which they were created, or Updated if they've been changed.

Delete a Success Plan

You can delete a Success Plan if you have the Administrator role in Unifyr One Admin.

Only Success Plans with the status Upcoming or In Progress can be deleted. To remove a Success Plan with the status Ended, consider deleting the Strategy associated with it.

Navigate to Partner Management > Success Plans.
Click on the name of the Success Plan you want to delete, to open it for edit.
Click Edit Plan.
Click Delete Success Plan.
You're asked to confirm that you want to delete the Success Plan. Click Delete to continue.

Delete a Strategy

You can delete a Strategy if you have the Administrator role in Unifyr One Admin.

Only Strategies with the status Upcoming or In Progress can be deleted. Deleting a Strategy will delete the Success Plans associated with it.

Navigate to Partner Management > Success Plans.
Click View Strategies.
Click on the name of the Strategy you want to delete, to open it for edit.
Click Delete Strategy.
You're asked to confirm that you want to delete the Strategy, and any associated Success Plans. Click Delete to continue.

Add a Page for the Success Plan to the Partner Portal

Unifyr One includes the dynamic content widget Success Plan for custom pages. When a custom page containing the widget is live in the portal, partners can monitor their progress against the Success Plan assigned to them.

This is an example of a Success Plan in the partner portal:

Navigate to Partner Portal > Custom Pages.
Click Create Page. Select the template you wish to use for the custom page
Add content to the page as required. For more information, see Create or Edit Portal Pages.
To add the Success Plan widget, drag and drop the Dynamic Content item into the page content at the required location.
The Dynamic Content widget defaults to a Login form. Click on the widget to open the content selector in the right-hand panel. Scroll down and click to select Success Plan, or Success Plan - Quarterly View, as required. For more information, see Add Dynamic Content.
Ensure that the page is set to Active.
Click Save and Close.
Add the custom page to the required navigation area of the partner portal. For more information, see Adding Custom Pages to a Partner Portal.

Monitoring Progress against a Success Plan

You can track any of your partners' Success Plan progress through the Partner Explorer in Unifyr One Admin.

Navigate to Partner Management > Partner Explorer > Partner Accounts.
Click on the name of the partner whose progress you want to track, to open their account details.
Go to the Success Plans tab in the left sidebar.
Click the Success Plan you want to monitor, to view this partner's progress against it.

Partners can view their own progress when you've built a custom page containing the Success Plan dynamic content widget and made available on the partner portal. Partner activities are tracked in the partner record. If the partner is added to a Success Plan after it's been created, any activities they've already completed will be counted.

Training

Learn more with our training course:

Partner Management - Success Plans

You will be prompted to log into your CustomerONE account to access the link.