The Overview is a summary of overlaps between your CRMs.

Opening the Overview

You can access the Overview on the Partners section of your workspace, by clicking into one of the partner tiles.

This is how a partnership's overview looks:

Using the Overview

Here are the stats you can find:

Market Overlap: The %age of accounts in the partner’s CRM where both sides have a past or current opportunity opened.
Contact overlap: The %age of user’s contacts in the partner’s CRM within the Market Overlap.
Common customers: The number of customers you have in common.
There is also an associated $ amount that represents the transaction volume on these common customers over the past 12 months

In the example above: This is shown as $2.4M.

Common opportunities: The number of accounts with opportunities in both your CRMs. There is also an associated pipeline amount which represents the sum of all deals associated with these opportunities.
In the example above: If you won all 32 opportunities, you would gain $2.8M.
Prospects that your partner's customers: The number of your prospects that are your partner's existing customers. There is also an associated pipeline $amount and the number of open deals.
In the example above: 59 of your prospects are Demo Partner's customers. 29 of them are open deals, and $4M pipeline (how much you would gain if you managed to close all 29 deals).
Partner's prospects that are your customers: The number of your partner's prospects that are your existing customers (where you can help them).

In the example above: There are 33 prospects that already are your customers.

Once you landed on the partnership overview, you have two options to filter some of the processed accounts. Quick views or Custom views.

Ready to see Account Mapping in action?