Before a partner conversation, it helps to see your whole picture in one place: what's been paid, what's been sent, what's been won, and which stores you manage. The Performance page puts all of it on one screen, across every partner.
This article is for agency admins. The Performance page is visible to Agency Admins only.
1. Opening Performance
Click Performance in the left sidebar. It sits directly under Homepage.
The page is read-only. It's a view of records you and your partners have already put into Partner Partner, so it's a good place to start from, not a place to edit.
2. Choosing a Period
Pick a period with the pills at the top: Last 30 days, Last 90 days, This year or Last 12 months. Last 90 days is selected when you open the page.
Under the pills you'll see the date range, followed by "vs the previous period". Each change chip on the page compares your chosen period with the period of the same length just before it.
Some parts of the page describe where things stand today, so they don't change with the period. Not yet paid, by age and the Claims portfolio are labelled Now, and the NOT YET PAID and ACTIVE CLAIMS headline numbers work the same way.
3. The Five Headline Numbers
Number | What it counts |
PAID TO YOU | Payouts marked paid in this period |
NOT YET PAID | Payouts recorded but not marked paid |
WON FROM PARTNER LEADS | Deals partners sent you, closed won (by close date) |
LEADS YOU SENT | Leads you sent to partners |
ACTIVE CLAIMS | Stores you manage under a vendor program |
Most of these show a change chip, such as a percentage up or down. It shows a dash when the previous period had nothing to compare against. NOT YET PAID and ACTIVE CLAIMS describe today, so they have no chip.
A payout counts toward PAID TO YOU by the date it was paid. If no paid date was recorded, Partner Partner uses the payout date.
4. Money
Paid to you by month. Twelve bars, one per month, ending with the current month, with the 12-month total underneath. It shows the same payouts as PAID TO YOU, grouped by month.
Not yet paid, by age. These are payouts that are recorded but not marked paid. They're grouped by the age of each payout's payout date: 0–30 days, 31–60 days, 61–90 days, Over 90 days, and No date for payouts without a date. Each group shows a count and an amount.
⏳ Not yet paid isn't the same as late. It's a record of payouts that haven't been marked paid, and the ages only show how long ago each payout's date was. Partners pay on different schedules. A partner who pays quarterly isn't late at day 45. Use this band to notice what doesn't match what you expected, then bring it to that partner as a question.
Billings shared with you. The total of billings a partner has shared with you in the period.
5. The Partner Scorecard
The scorecard puts your partners side by side. It's there to help you prepare for good conversations: who's active with you, who's sending you leads, and where you have claims.
Each row is a partner, with these columns:
Column | What it shows |
Partner | The partner's name |
Program · tier | Your program and tier with that partner, or a dash if you don't have one |
Paid | Payouts marked paid in the period |
Not yet paid | Payouts recorded but not marked paid (as of today, not tied to the period) |
Leads sent → accepted | Leads you sent them, and how many they accepted |
Leads in | Leads they sent you |
Won from them | Deals from their leads that closed won |
Claims | Active claims you hold with them (as of today) |
Last activity | The most recent lead (sent or received) or paid payout with that partner, whatever the period |
The scorecard shows ten partners first. Click Show all to see the rest.
Filter with All, Paying you, Sending you leads or Has claims.
Sort by Paid, Won, Leads sent or Last activity.
The scorecard lists partners you're currently connected with. Payouts that come from other sources still count toward the headline numbers, so the Paid column can add up to less than PAID TO YOU.
6. From Lead to Won
This band follows the leads created in your chosen period (by lead created date), and shows how many were accepted and how many were won. It has two sides:
LEADS YOU SENT: leads you sent to partners.
LEADS SENT TO YOU: leads partners sent you.
Each side shows the lead count, then accepted with a percentage, then won with a percentage. The accepted percentage is of the leads. The won percentage is of the accepted leads. A dash means there was nothing to divide by yet.
7. Claims Portfolio
This band shows where your managed stores stand today:
submitted, active, contested and ended counts;
Monthly revenue under active claims;
Active claims by expiry month, next 24 months;
Renewal windows closing in the next 30 days, with a count.
8. Exporting
Click Export to download a CSV. There are five:
Payouts
Leads you sent
Leads sent to you
Won deals
Claims
In each file, Partner is the first column, so you can sort and filter by partner in a spreadsheet.
What each file contains:
Payouts: payouts marked paid in your chosen period, plus all payouts not yet marked paid, whatever their date.
Leads you sent, Leads sent to you and Won deals: the rows for your chosen period.
Claims: your current claims, in every status. This file doesn't change with the period.
💡 Change the period first if you want a different window for the payouts, leads and won deals.