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Documentation Index

Fetch the complete documentation index at: https://docs.partneros.ai/llms.txt

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A partner profile is the single source of truth for each company in your ecosystem. Every partner you manage in PartnerOS has one profile that holds company details, relationship metadata, financial data, and AI-generated insights. You can view and update profiles from the Partners table, track each partner’s lifecycle stage, and control which partners appear in intelligence dashboards and strategy outputs.

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What a partner profile contains

Each partner profile is organized into several groups of fields.
Core details about the partner company:
  • Name — the partner company’s display name
  • Domain — the company’s web domain, used to link the partner to external data sources
  • Logo — an uploaded or fetched logo for display in tables and reports
  • Industry — the vertical the partner operates in
  • Description — a short summary of the company
  • Employees — headcount
  • Company revenue — the partner’s annual revenue
  • Regions — geographic regions the partner covers
  • Languages — languages the partner supports
  • Services — services the partner offers
  • Products — products the partner sells or integrates with
How the partner fits into your program structure:
  • Type — one of: technology, consulting, services, channel, strategic, reseller, referral
  • Subtype — a free-form sub-classification within the partner type
  • Category — one of: solution, technology, sales
  • Tier — the partner’s assigned program tier (for example, Platinum, Gold, Silver, Bronze, or Registered). Tiers are either assigned automatically based on your program’s requirement logic or set manually. The tier source field records which method was used.
  • Tags — labels in three categories: services, products, and regions. Tags help you filter the Partners table and segment partners for reports.
  • Status — one of: active, inactive, pending
  • Stage — the partner’s lifecycle position: prospect, onboarding, active, scaling, qualified, legal_negotiation, signed, enabled, activated, or rejected
Who manages the relationship and how it is structured:
  • Partner manager — the internal team member responsible for this partner
  • Primary contact — the partner-side contact linked to this record
  • Key stakeholders — names and roles of important contacts at the partner company
  • Joint value proposition — a shared statement of the partnership’s value to customers
  • Executive summary — a narrative overview of the relationship
Revenue and pipeline data associated with the partner:
  • Pipeline — the total value of active opportunities linked to this partner
  • Revenue — recognized revenue attributed to this partner
  • Product revenue — revenue from product-specific motions
  • Active deals — number of open deal registrations
  • Closed deals — number of completed deals
  • Annual revenue target — the agreed-upon revenue goal for the partnership
  • Customers — number of end customers the partner has delivered to
PartnerOS runs an AI analysis on each partner to produce fit and health signals:
  • Fit score — a 0–100 score reflecting how closely the partner matches your Ideal Partner Profile
  • Health score — a 0–100 score reflecting the overall state of the relationship
  • 4C breakdown — four sub-scores that contribute to the overall fit: Capacity, Capability, Commitment, and Customer Alignment
  • Key strengths — AI-identified strengths surfaced from partner data
  • AI summary — a short narrative generated from the analysis
You can trigger a fresh analysis for any partner by selecting it in the table and using the Refresh scores action.
Quarter-by-quarter planning data shared between your team and the partner:
  • Annual revenue target — the revenue goal for the year
  • Quarterly weights — how the annual target is distributed across Q1–Q4
  • Joint plan affiliates, integrations, and workflows — structured collaboration artifacts linked to the partner (managed from the joint plan sub-page)

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Viewing and filtering partners

Navigate to Partners in the sidebar to open the Partners table. The table shows all partners in your organization with sortable columns for name, type, tier, stage, fit score, health score, pipeline, revenue, and more.
1

Apply filters

Use the filter bar above the table to narrow partners by type, stage, tier, status, tags, partner manager, or any combination. Filters can be stacked — for example, filter by type = technology and stage = active to find your active technology partners.
2

Save a view

Once you have a useful filter combination, save it as a named view. Saved views appear in the view picker and can be set as your default so the table opens with the same filters each session.
3

Sort columns

Click any column header to sort. The table supports sorting by fit score, health score, pipeline, revenue, and other numeric fields descending so you can quickly surface your highest-priority partners.
4

Open a partner record

Click any row to open the full partner profile. From the profile you can edit fields, view AI scores, manage contacts, and navigate to the partner’s joint plan.

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Updating partner profiles

You can update most fields directly from the partner profile panel. Fields you edit manually are tracked in the overridden fields list so PartnerOS knows not to overwrite your manual entries with automated updates.
Tier can be set manually or evaluated automatically based on your program’s tier requirement logic. If you manually override a tier, the tier source is recorded as manual. If you later want to restore automated evaluation, clear the manual override from the tier field.

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Adding partners

You can add partners to PartnerOS in two ways:

Manual creation

Use the Add partner button in the Partners table to create a record directly. Fill in the company name, type, and any available fields. The record is saved immediately and you can enrich it over time.

Partner applications

Set up a partner application form at Partners > Partner application. Prospective partners submit the form, and their responses appear in the submissions inbox. Reviewing and accepting a submission creates a new partner record pre-filled with the applicant’s data.

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Partner applications

The Partner application builder lets you design a single intake form for prospective partners. You configure the form questions and set up notifications so the right team members are alerted when a submission arrives.
1

Open the application builder

Go to Partners > Partner application in the sidebar. The builder shows your current form configuration.
2

Configure the form

Add, remove, or reorder questions. The form auto-saves as you edit.
3

Set up notifications

Choose which org members or roles receive a notification when a new submission arrives. If your org has connected Slack, you can also route notifications to a Slack channel or specific users.
4

Review submissions

Incoming submissions appear in the submissions panel alongside the application builder. Update each submission’s status as you review it, and accept suitable candidates to create partner records.
Use the partner application form as your primary intake path for inbound partner interest. It creates a structured record of each prospect’s responses and gives you a reviewable queue rather than an unstructured inbox.