The Intelligence section of PartnerOS gives you a live, data-driven picture of your partner program. Rather than pulling numbers from a spreadsheet or waiting for a quarterly report, Intelligence surfaces the metrics and trends that matter most — directly from your partner data — so you can make faster, better-informed decisions. Navigate to Intelligence in the sidebar to get started; the app opens the Executive Dashboard by default. There are two views in Intelligence:Documentation Index
Fetch the complete documentation index at: https://docs.partneros.ai/llms.txt
Use this file to discover all available pages before exploring further.
- Executive Dashboard — program-level performance metrics, AI-generated insights, and pipeline and revenue charts
- Partner Lifecycle — ecosystem coverage broken down by region, subtype, industry vertical, and product offering
Executive Dashboard
The Executive Dashboard gives you a high-level view of how your partner program is performing. It is organized into several configurable tiles, each showing a different lens on your partner data.Summary metrics
The summary metrics row at the top of the dashboard shows the key numbers for your program at a glance. Each metric card shows a label, a value, and a short description. Metric cards use color tones (blue, green, purple, orange, red) to draw attention to the most important signals. You control which metric cards appear using the metric visibility settings. Admins can show or hide individual metrics, and preferences are saved per user so each team member can configure the view that works best for them.AI strengths
The AI strengths tile surfaces the most common strengths identified by PartnerOS’s partner analysis. Each entry shows a strength label, a description, the number of partners exhibiting that strength, and an average score. This tile is drawn directly from the AI analysis run on individual partner profiles, giving you a rolled-up view of where your ecosystem excels.The AI strengths tile shows data only after partner AI analysis has been run. If the tile shows “No partner strengths have been analyzed yet,” use the Refresh scores action on individual partner profiles to trigger analysis.
Areas to address
The Areas to address tile shows gaps derived from lower 4C scores across your partners. The 4C model evaluates each partner on Capacity, Capability, Commitment, and Customer Alignment. Partners with low scores in specific dimensions appear here, giving you a prioritized view of where to focus enablement or relationship investment.Pipeline by stage
This chart shows your current partner pipeline grouped by partner lifecycle stage. The horizontal bar chart makes it easy to see where value is concentrated — whether most of your pipeline is in early prospecting stages or later qualification stages — so you can identify where deals are stalling or where momentum is strong.Revenue by industry
This chart groups recognized partner revenue by industry vertical. Use it to identify which industry segments are generating the most revenue through your partners and where there may be underserved verticals worth targeting.Pipeline by industry
Similar to revenue by industry, this chart shows open pipeline grouped by industry vertical. Comparing this chart with the revenue chart reveals which verticals are converting pipeline to revenue efficiently and which have large pipeline but lower close rates.Filtering by segment and tier
At the top of the Executive Dashboard, you can filter the data by program segment and tier. Select a segment to narrow all tiles to partners in that part of your program. Then select a tier within that segment to compare performance at a specific level.Partner Lifecycle
The Partner Lifecycle view is available to admins and partner managers. It focuses on the shape and coverage of your partner ecosystem rather than financial performance. Navigate to Intelligence > Partner Lifecycle to open it.The Partner Lifecycle view is not accessible to partner-role users. If a partner-role user navigates directly to the URL, they receive a 404 response.
Lifecycle summary cards
At the top of the Partner Lifecycle view, a row of summary cards shows counts for different partner lifecycle stages and statuses — for example, the number of active partners, partners in onboarding, signed partners, enabled partners, and rejected applications. Each card shows the count, the label, and what percentage of your total partner profiles that group represents.Coverage charts
The four coverage charts in the Partner Lifecycle view break down your partner ecosystem by different dimensions:Partners by regional coverage
Partners by regional coverage
Shows how many partners cover each geographic region. Use this to identify where you have strong regional representation and where you have gaps that could be limiting your reach in certain markets.
Partners by subtype
Partners by subtype
Shows the distribution of partners across subtype classifications. Subtypes are the free-form sub-classifications you assign within a partner type — for example, “system integrator” or “boutique consultancy” within the broader consulting type. This chart reveals whether your partner mix is balanced or heavily weighted toward a single subtype.
Partners by vertical coverage
Partners by vertical coverage
Shows how many partners cover each industry vertical. This is particularly useful for spotting verticals where you have strong customer demand but thin partner coverage — a signal that recruiting partners with that vertical expertise should be a priority.
Partners by product offerings
Partners by product offerings
Shows partner distribution across the services and products partners offer. Use this to ensure your ecosystem has adequate coverage for the product motions and integration scenarios your customers need.
Customizing dashboard tiles
Both the Executive Dashboard and the Partner Lifecycle view support tile-level visibility controls. You can show or hide individual tiles to focus on the data most relevant to your role or your current priorities. Visibility preferences are saved per user and per dashboard view. If you hide a tile, it stays hidden until you choose to show it again — other users’ preferences are unaffected.Using Intelligence to make decisions
The Intelligence dashboards are most useful when you treat them as a regular part of your operating rhythm rather than a one-time report. A few ways to put the data to work:Identify enablement priorities
Use the Areas to address tile on the Executive Dashboard to find partners with low Capability or Commitment scores. These are candidates for focused enablement programs, not pipeline investment.
Spot coverage gaps
Use the Partners by vertical coverage chart in Partner Lifecycle to find industry verticals where you have few or no partners. Cross-reference with your ICP to determine which gaps are worth closing through recruiting.
Track pipeline health
Review the Pipeline by stage chart regularly. If pipeline is concentrated in early stages and not advancing, that points to an onboarding or activation problem. If late-stage pipeline is large but slow to close, the issue may be sales motion or partner enablement.
Benchmark across tiers
Filter the Executive Dashboard by segment and tier to compare revenue and pipeline numbers between your top-tier and mid-tier partners. A large gap can indicate that tier requirements are working as intended — or that mid-tier partners need more support to perform at their potential.