Who is this article for?
This article will be useful if you manage a partner referral program on PartnerStack and want more insight into your Leads' performance.
For an overview of the Performance tab and for instructions on creating saved reports see the Prebuilt reports & creating custom reports support guide.
Leads report overview
The leads report provides insights into the status and progression of leads through each stage in the pipeline, helping you track conversion rates, and engagement levels, and identify high-potential opportunities.
Click on your "Performance" tab in your left-hand menu to get started and navigate to “Leads”.
Leads data
The leads report provides insights into the status and progression of leads through each stage in the pipeline, helping you track conversion rates, and engagement levels, and identify high-potential opportunities. You can analyze metrics such as the number of leads, total revenue, and commissions.
Leads report data columns:
- Number of leads: Total count of leads generated within the specified timeframe.
- Stage: The current stage (status) of the lead in the sales funnel.
- Lead name: The primary contact associated with the lead.
- Company: The name of the organization or business associated with the lead.
- Partner: The name of the partner.
- Partner key: The partner's partner key (unique identifier).
- Total revenue: The total revenue amount in USD, including new revenue.
- Commissions: The total commission earned within the specified timeframe.
- Group: The name of the group to which the partner belongs.
- Measure date: The timeframe when events occurred.
- Partner Manager: The name of the partner manager assigned to the partner.
Leads charts
When you first navigate to your Leads report you will see a bar chart of the number of leads broken down by stage, month over month, for the past year. Your leads visualization can be tailored in a few ways.
- Adjust the data set by clicking the drop-down menu in the top-left
- Choose from the number of leads, total revenue, commissions
- Adjust your selected primary grouping by clicking the "# selected" dropdown
- Note: This chart will display the first 5 values. Change filters or sort columns to update.
- Adjust the chart visualization by clicking between the chart options
- Choose from: a bar chart, line chart, no visualization
Note: For chart visualizations to appear, a date range must be one of your two selected groupings.
Grouping leads data
Leads data can be grouped into the following categories:
- Group by Lead: View individual lead details.
- Group by Stage: Track the distribution of leads across different stages in the pipeline.
- Group by Partner: Evaluate each partner's performance and contributions to the program.
- Group by Group: Gain insights into cohort performance.
- Group by Measure date (Day, Week, Month, Quarter, Year): Analyze performance trends over varying periods.
- Group by Partner manager: Evaluate the performance of partner managers.
Two levels of grouping can be applied simultaneously.
Filtering leads data
The filtering option enables you to refine your leads data by:
- Date range
- Stage
- Group
- Tags
- Partner
- Status (Active, Inactive)
- Source (Marketplace, External)
- Manager
Exporting data
Your lead data can be exported for further analysis.
To export your data:
- Apply any desired filters and groupings in your report
- Click the three stacked dots and “Export” from the drop-down menu
- Optional: Choose "Export with expanded rows" to include all data, including ones that are not currently in view
- Click "Export now"
- You will receive an email within 30 minutes with a download link
- Click "Download CSV" in the email and ensure you are logged in to your PartnerStack account to complete the export
Troubleshooting data
If you encounter any issues while using the Performance Reporting feature, check the following:
- Ensure your filters and groupings are correctly applied.
- Refresh the page if data is not loading properly.
- Contact our support team if you need further assistance or encounter persistent issues.
We value your feedback! If you have suggestions, or questions, or encounter any difficulties while using the reporting feature, submit your feedback directly in the app by clicking the “Leave feedback” button.