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Partner goal
tracking software
Most partner teams set annual or quarterly targets in a spreadsheet, then spend weeks chasing updates manually.
In Introw, you set goals and sync progress directly from HubSpot or Salesforce in real time
So you always know which partners are on track and which need help.
How partner goals
work in Introw
Define what you want to measure
Set goals based on any CRM metric: revenue closed, leads submitted, deals registered, tickets resolved, or custom objects. Choose how progress is calculated (count or sum), pick the date property, and add filters so only the right records count.
Set the frequency and target
Choose a monthly, quarterly, annual, or custom timeframe. Set a default target for all partners, or override it per partner when different tiers or regions need different expectations.
Assign to partners in bulk
Stop configuring goals one by one. Assign goals in bulk by tier, partner category, experience level, phase, or partner manager, so every partner gets the right target from day one.
Notify partners when goals are at risk
Don't wait for the quarterly review to flag underperformance. When a partner falls behind, send automated notifications via email or Slack to get them back on track before it's too late.
Show partners their own goals
Give partners visibility into their targets and progress directly in the portal. No more partner managers manually reporting numbers or partners guessing where they stand. Partners stay motivated when they can see exactly how far they've come, and what's left.
Track progress in real time
Monitor goal performance across your entire partner ecosystem from one dashboard. See who's on track, who's behind, and who's critical with progress calculated automatically based on where they should be at this point in the period.
What you can track with
partner goals
Revenue targets
Pipeline and deal goals
Lead and referral targets
Activity-based goals
Built for every role on your
partner revenue team
For Revenue Ops
For Partner Managers
For CROs
Built for every role on your partner revenue team
"Introw replaced our old PRM with something much simpler and more effective. Saving us time and keeping everyone on the same page."
"We’ve seen partner engagement shoot up by over 30% after launching our partner portal on Introw"
"Finally a tool that streamlines partner collaboration in a scaleable way."
What CRM data do goals pull from?
Goals connect to any CRM object in Salesforce or HubSpot: deals, leads, contacts, tickets, or custom objects. You define which records count using filters, attribution rules, and date properties.
Can I set different targets for different partners?
Yes. Set a default target for all partners, then override individual values per partner. This lets you scale goals across hundreds of partners while still personalising expectations for top-tier or high-priority partners.
How is goal progress calculated?
Progress is calculated in real time based on CRM data. Introw compares actual performance to expected performance at this point in the goal period. If a partner has a €100K quarterly target and it's halfway through the quarter, they'd be expected to be at roughly €50K.
What do the goal statuses mean?
Goals show one of six statuses: Not started, On track (meeting or exceeding expected progress), Behind (slightly under expected pace), Critical (50%+ behind expected pace), Achieved (target met), or Ended (period closed without completion).
Can partners see their goals?
Yes. Partners can view their goals and progress directly in the Introw portal. They can also see which CRM records contribute to their progress so there's full transparency into how numbers are calculated.
How do notifications work?
You can notify partners via email or Slack when their goal status changes or when they fall behind. You can also bulk-notify all partners who are at risk on a specific goal in one click.
Do I need to update goals manually?
No. Goals update automatically from your CRM. As deals close, leads are submitted, or activities are logged, progress reflects instantly, no manual input required.
