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Tracking Your Compliance & Benefits for a Program

Open a single partner program to see your tier verdict, the requirements still standing between you and that tier, and the benefits you should be receiving.

Every partner program you belong to sets its own tiers, its own requirements for holding each tier, and its own benefits at each level. The Compliance & Benefits view is where you open a single program and see where you stand: your verdict for the current tier, what still stands between you and that tier, and which benefits you should be receiving.

This is the one-program detail screen. For the cross-program roll-up of every membership at once, see Your Programs Portfolio. For the underlying idea of how tier standing is graded, see the Related link on partner tier health at the end.

This view lives in your agency workspace. It fills in as you declare or join a program and as that partner verifies your membership, so a newly-set-up program may show mostly empty or pending states until there is data to grade against.


1. Opening a program's Compliance & Benefits

From a program you're tracking, open its Compliance & Benefits view. The sub-header names the program and the tier you're looking at, and a ← Programs control takes you back to the cross-program list.

At the top you'll find two tabs:

  • Current tier — where you stand today, against the tier you currently hold.

  • Next tier — the same picture for the tier above, so you can see what closing the remaining gaps would take.

Everything below the tabs — your verdict, your gaps, your benefits — reflects whichever tab is selected.


2. Your standing (the verdict)

Each tier shows a verdict for where you stand in this view:

  • Met — you currently satisfy this tier's requirements.

  • Not met — at least one requirement for this tier isn't satisfied.

  • Indeterminate — there isn't yet enough evaluated data to give you a settled verdict. This is normal for a program you've only just declared or joined.

Alongside the verdict you may see Provenance (what the standing is based on) and Confidence (how firm that read is). For more on how Partner Partner labels how much to trust a given read, see Related.

The idea of how a tier is graded overall is covered in How Partner Tier Health & Accountability Works (Related) — this section is only about reading the verdict shown here.


3. The at-risk callout

When a tier is not fully met, a summary strip surfaces what's driving it:

  • Expires: the date your current standing runs to.

  • $ at risk — the money tied to holding this tier that a shortfall could put in question.

  • A count of blockers and warnings — blockers are the make-or-break shortfalls; warnings are softer issues that don't by themselves cost you the tier.

  • A count of certifications expiring within 30 days, when any apply.

You are at risk of a tier when you haven't met one of its blocking requirements — a make-or-break condition for holding that tier (for example, falling below a required sourced-revenue figure for the period). A shortfall on a non-blocking requirement shows up as a warning, not as at-risk.


4. Gaps to close (the requirements you still need to meet)

The Gaps to close section lists the requirements you haven't yet met for the selected tier. These are the things the program asks of you — as the party holding the tier — to keep your standing.

Each row shows:

  • Requirement — what the program asks for.

  • Axis — the category the requirement falls under.

  • Verdict — Met, Not met, or Indeterminate for that single requirement.

  • Provenance — what the verdict is drawn from.

  • Finding — the specific detail behind it.

When nothing is outstanding, the section reads No open requirement gaps on file. On the Next tier tab, the same section appears as Next tier — gaps to close, showing what the tier above would additionally ask of you.


5. Benefits (what you're entitled to at this tier)

The Benefits section is the mirror image of Gaps. It lists what you're entitled to at this tier — the benefits the partner has committed to at that level — and whether each one is showing up as received. Each row carries a Benefit, a Verdict, Provenance, and a Finding, in the same shape as the Gaps rows.

Until there are benefits recorded for the tier, this section reads No benefits recorded yet.

Gaps and Benefits point in opposite directions, and it's worth keeping them straight: a gap is a requirement you still need to meet to hold the tier; a benefit is something the tier entitles you to and that you should be receiving.


6. Keeping it current

This view reflects the most recent evaluation of your standing, so the picture updates as your data updates and as the partner verifies your membership. Two things to expect:

  • A program you've just declared or joined starts in a pending, largely-empty state and populates as it's evaluated and verified.

  • Money and benefit figures may show as — until the partner has verified your membership in their program.

For the whole-portfolio view across every program at once, use Your Programs Portfolio.

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