Overview
Unifyr One offers you unparalleled reporting capabilities. Using Unifyr One reports, you can see how your program is performing across different areas: recruitment, onboarding/training, marketing, pipeline creation, and sales follow-up.
The Program Success dashboard provides visibility into your channel programs. The dashboard helps channel leaders make informed decisions based on data that can drive better performance.
What It Delivers: This dashboard provides summary information for partner productivity including Partner Engagement, Lead Generation Analysis, and Community Content.
- Partner Engagement - Reports detailing activity and login
- Lead Generation Analysis - Reports describing the lead performance and the tactics that are converting to leads.
- Community Content - Reports illustrating which tactics are favored by partner leads and what impact content is having.
Why You Care: The Partner Program Success dashboard tracks partner performance.
- Suppliers can see which partners are logging in and the tactics that are being used.
- It shows the percentage of the partner population that is actively generating leads.
- Lead Generation Analysis describes how leads are progressing through the sales and marketing funnel, which tactics are generating what type of leads, and how these leads are created over time.
- Ranks tactics by buyer preference showing the flow of partner communication and illustrates the content that generates the most leads.
How to Access the Report: In Unifyr One Admin, navigate to Analytics & Reports and click Browse Reports. Search for Program Success.
Intended Audience
Channel Sales Director, Channel Marketing Directors, & Channel Operations Managers.
Report Descriptions
Below is a list of the individual reports and descriptions that make up the dashboard.
- Utilization Breakdown
Partner Tactic Trend - With Unifyr One Reporting customers can see what partners are doing across their entire program. The Partner Tactic Trend chart reports partner marketing, training, and MDF activity. It also shows which marketing tactics are trending. The counts should increase. If there is a dip in any one tactic, try to determine the cause. Is there new content? Have you communicated with your community recently?
Partners Logging In - Partner logins are very important to some suppliers, especially those who can see what login activity is across multiple regions. This report looks at the last 12 months across APAC, EMEA, LATAM, North America, and other or the rest of the world. While logins do not prove engagement, it is helpful to compare login numbers with engagement. If logins are dropping, consider actions to renew interest in your content.
- Lead Generation Analysis
This report follows industry-standard naming conventions:
MGL - leads w/score greater than 0.
MQL - leads w/score 15 or higher.
SAL - when the partner accepts the lead or they register the lead or they edit the lead to the sales stage.
SQL - Determine by at least one of the following BANT criteria: Budget or Date is set, or probability is at least 50%.
Each conversion rate is a % of the previous stage, e.g. 21% of MQL's converted to SAL's.
- Lead Flow Analysis
These Snakey charts show how leads flow from tactics through regions and ultimately what they end up becoming. e.g. MQL, SAL, etc.
Marketing Tactic to Lead Score shows the count of leads by marketing tactic and the highest score reached ion the Unifyr One platform.
Marketing Tactic Effectiveness shows the tactics used and the highest level (MQL, SAL, etc.) reached.
Marketing Tactic Effectiveness shows a count of leads by tactic and the highest level reached by partner region. As you hover over the chart it shows how each tactic performs by region, while blanking out the rest.
- Lead Stage by Date Created
These four reports illustrate when leads were generated in each of the stages: MGL, MQL, SAL, and SQL.
Marketing Generated Leads (MGL) that were generated over the past 6 months with a score above zero.
Marketing Qualified Leads generated over the past 6 months with a score greater than the minimum threshold (default is 15).
Sales Accepted Leads (SAL’s) that were generated over the past 6 months where the partner accepted the lead. The lead was registered, accepted, or has a sales stage set.
Sales Qualified Leads over the past 6 months, same as above, with probability >50%.
- Content that Matches
- Lead Flow
These two reports show what content the partner's prospects are most interested in. This is separate from the content that you promote. Ideally, you are providing content that matches the market interest and maximizing your lead flow.
Word Cloud illustrates what content topics are resonating most with buyers (leads). The larger the word, the more leads are attributed to that term.
Content Topic Rankings illustrate the content that your leads are interested in. It is based on the total number of leads that the content has generated.
- Supporting Your Community
The first two charts illustrate the amount of messaging and content creation by month.
Are you communicating with your partners? Partners are busy. Suppliers should be communicating with their partners at least twice a month. This report describes how many partner communication messages were delivered through the platform to partners over the past 6 months.
Are you creating Content for your Partners? Keeping content fresh and providing outlets for your partners is the best way to engage with your community. Your engagement will encourage their engagement with potential customers. Providing out-of-the-box content is crucial to partner success. This report describes the amount of content created over the past 6 months for use by partners using Unifyr One.
The last two charts illustrate the effectiveness of content with respect to leads and time/aging.
Content Age vs. Leads Count counts the number of leads created by content over a period of 36 months.
Content Aging illustrates how much content has been created over time and how much activity the content has been used in, e.g. emails, banners, etc.
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