The Programs Portfolio is the one place in Partner Partner where you see every partner-program membership you hold, side by side: where you stand in each program, how much commission standing is at risk, and how many of the benefits you're entitled to have actually arrived.
This article explains what the page is and, just as important, how to get it populated. The portfolio isn't a report Partner Partner fills in for you automatically. It fills in as you declare or join programs. If you're new, most of what you'll see today is setup and pending states, not finished grades — and that's expected. The rest of this article walks you from empty to populated.
1. What the Programs Portfolio shows
You'll find it in the Programs area of your agency workspace, under the heading Your memberships.
Each partner program you're part of appears as its own card. On a populated card you'll see:
The program name and the partner company that owns it.
Your tier in that program.
An Expires date.
The money at risk — a dollar figure representing the commission standing tied to that membership.
A verdict — a short label for where you stand (covered in section 3).
A benefits count — how many of the benefits you're entitled to have been delivered, shown in the form
3/5 delivered.A gaps count — open blockers and warnings, shown in the form
2 blockers · 1 warnings.
Cards are read at a glance, not as a spreadsheet — there's no column-header row, and colour carries the verdict (green, amber, red, or a muted "not set up yet" tone).
2. Why your portfolio may look empty — and how to populate it
If you open the page and see "You're not tracking any programs yet," nothing is broken. A membership only appears once it exists, and a membership is something you either declare or join.
There are two ways to get a program onto the page:
Add a published program. Where this is available to you, the + Add program button opens an Add a program picker listing programs that partners have published. Choose one, confirm the setup step, and it's added to your portfolio. If the picker says "No published programs available," none of your partners have published a program you can join yet.
Be assigned a tier in a partner's program. When a partner places you at a tier in their program, that membership shows up here too.
What happens right after you join. A brand-new membership starts in a pending / Unverified state. Your standing can begin evaluating straight away, but the money-at-risk and benefit figures stay shown as "—" until the partner who owns the program verifies your membership. Verification is the partner's step, not yours. Until it lands, treat the dollar and benefit fields as "not confirmed yet," not as zero.
This is why a new agency sees setup and pending states rather than a populated dashboard: the numbers arrive as memberships are declared and then verified, not the moment you land on the page.
3. Reading a membership's verdict
The verdict is the single label that tells you where a membership stands. You'll see one of these:
Setup incomplete (muted) — the membership exists but there's nothing evaluated against it yet. This is the normal starting point.
Held (green) — you currently meet the requirements of your tier.
Held · warnings (amber) — you're holding the tier, but with non-blocking warnings worth a look.
At risk (red) — you're not meeting a make-or-break requirement of your current tier, so your standing (and the commission tied to it) is at risk with that partner. This is the one to act on.
Two more states you may see:
A membership can be partially evaluated — some of the tier's requirements have been assessed, but not all — in which case it hasn't settled into a final verdict yet.
An Unverified marker means the partner hasn't confirmed the membership; money and benefit figures read as "—" until they do.
For the full breakdown of a single program — the tier tabs, your requirement gaps, and the benefits you're entitled to versus receiving — open that program's Compliance & Benefits view. That's covered in its own article, Your Compliance & Benefits view. For the concepts behind tier standing and why a requirement is "make-or-break," see How Partner Tier Health & Accountability Works.
4. The attention feed
Above or alongside your memberships, the portfolio surfaces an attention feed — a short list of the things most worth your time, banded by how urgent they are. Depending on your programs you may see items such as:
Setup incomplete — Finish setting up a program you've started but not completed.
Pending verification — Awaiting verification from the partner who owns the program.
Blocker — Resolve one or more blockers, shown with the dollar amount at risk.
Warning — Review one or more warnings, shown with the dollar amount at risk.
When there's nothing outstanding, the feed reads "✓ All clear — every program is verified and nothing needs your attention."
Think of the feed as a to-do shortlist drawn from your memberships, not a separate inbox.
5. Filtering and sorting
As your portfolio grows, and where these controls are available to you, two of them help you narrow it down.
Filter your memberships by:
All — everything.
Needs attention — memberships with something outstanding.
Held — memberships you're currently holding.
Pending — memberships still being set up or awaiting verification.
Sort by:
Most at risk — the memberships with the most standing on the line first.
Recent — most recently updated first.
If a filter hides everything, you'll see "No programs match this filter — tap All to see everything."
6. The Draft pill
A membership card can carry a small Draft pill. That means the partner's program itself is still in draft — the partner is building out its tiers and hasn't published them yet. You can see the membership, but the program's structure may still change before it's final.
If you own programs of your own and want to understand the draft-to-published path from the other side, see Publishing Your Program & Partner Tiers.
The short version: the Programs Portfolio is your cross-program home for tier standing, money at risk, and benefits you're entitled to — but it's only as full as the memberships you've declared or joined and your partners have verified. Add a program, wait for verification, and the numbers fill in.
Related: How Partner Tier Health & Accountability Works · Publishing Your Program & Partner Tiers · Your Compliance & Benefits view