💡 Measure is available on all workspaces, for all users.
Measure is the ultimate tool to track partner attribution and measure partnerships' impact on your business. With Measure you can:
Track Partner Attribution
Balance out your Partnership programs according to their performance
Measure the overall impact of partnerships on the business
How?
Use Collaborate to manage deals and attribute partners
Collaborate is where you can keep track of all of the accounts you're working on.
Progress your deals by:
Attaching opportunities to each collaboration
Discussing with partners with our inbox messaging
Update the stages of your collaboration
Once a deal is closed, set it as “attributed” on Collaborate and add an attribution date. Learn more on how to use Collaborate.
2. Track Attribution on Measure
On the Measure tab, you will see two different dashboards.
The left one is for all deals you attributed to your partners.
The right one is all deals your partner attributed to you.
First line "Collabs created" is the number of collaborations you added to Collaborate.
The second line "Collabs accepted" is the number of collaborations where your partner accepted to help.
Third line "Collabs attributed" is the number of collaborations that you attributed to a partner.
Finally, "Collabs attributed & won" are those that are attributed and where the attached opportunity was won.
When you click on one of these lines, you will be redirected to a filtered view of Collaborate. For example, if you click on "Collabs attributed", you will see the collaborations where the column "attributed" is filled.
The amount you see on the right of each line represents the amount of the opportunities attached to your collaborations on Collaborate. For example, if all "collaborations accepted" have attached opportunities to them, the sum of these opportunities will be visible on Measure.
You can filter these dashboards by partner, by date etc.
Use cases
You can use these dashboards in several use cases.
You want to know which type of partnerships (co-selling, reselling, influenced etc.) performs best.
When you launch a collaboration with a partner, add it to Collaborate.
From Collaborate, select the right type of collaboration (sourced, influenced, co-selling etc).
When the deal is closed, make sure you add an attribution date.
Go to Measure, filter to co-selling deals, or influenced etc.
Have a detailed view of all co-selling deals you attributed and the value associated to these deals
Use that data to take strategic decisions on your partnership program
You want to measure and improve a specific partnership's efficiency
When you launch a collaboration with a partner, add it to Collaborate.
From Collaborate, select the right type of collaboration (sourced, influenced, co-selling etc).
When the deal is closed, make sure you add an attribution date.
On Measure, filter by choosing your partner
Have a detailed view on deals that you attributed to that partner and deals they attributed to you.
According to the performance of the partnership, take action to optimize and balance partnership for mutual efficiency.
You want to see the overall impact of your partnership program and prove partnerships value internally.
When you launch a collaboration with a partner, add it to Collaborate.
From Collaborate, select the right type of collaboration (sourced, influenced, co-selling etc).
When the deal is closed, make sure you add an attribution date.
Each quarter, go to Measure dashboards. Filter according to your partnership’s program specificities and date
Have access to the overall deal won value where partners were involved.
Contact your AM if you want more information on Collaborate & Measure to progress your deals and track your impact!
Other questions? Reach out to our Support team from our chat or by writing at help@reveal.co.