Partnership Planning & Reporting
Plan with partners. Execute automatically. Prove ROI.
You didn't become a partner manager to reconcile spreadsheets and slide decks.
WorkSpan AI automates your joint planning, performance tracking, and QBR reporting so you can focus on building partnerships that matter.
WorkSpan AI automates your joint planning, performance tracking, and QBR reporting so you can focus on building partnerships that matter.
BUILD JOINT PLANS (THAT ACTUALLY GET EXECUTED)
Build joint plans that actually get executed.
Stop building plans that sit in slide decks. AI-assisted templates help you align goals with partners in 30 minutes—and automatically trigger the workflows that execute them.
Best-practice templates for every partnership type (cloud, services, tech, sales)
AI suggests optimal goals based on years of past performance with each partner
Standardized QBR templates auto-populate with live data (no more manual exports)
Plans connect directly to co-sell workflows—when a partner commits to 10 referrals, WorkSpan routes them automatically
What used to take 2 weeks of back-and-forth now takes 30 minutes. And instead of plans gathering dust, they become living forecasts you track in real-time.
"We have over 1,000 sales plans on WorkSpan with our partners."
TRACK EXECUTION IN REAL TIME
See what's working without waiting for QBR.
Live dashboards show progress against every partnership goal. See which partners hit targets, which campaigns drive pipeline, and which deals need attention. No more end-of-quarter surprises.
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Track any metric: pipeline, revenue, activities, referrals, marketplace transactions
Drill down by partner, region, solution, campaign, deal stage
Share dashboards securely with partners and internal stakeholders
Alert notifications when partners fall behind plan (intervene early, don't wait for QBR)
"WorkSpan has been very critical for us because the platform is tracking and monitoring all the business that we are doing."
PROVE PARTNERSHIP ROI TO LEADERSHIP
Finally prove partnership value to your CFO
Your CFO asks: “What's the ROI of our partnerships?” You have 24 hours to defend your budget. WorkSpan AI gives you the answer in 5 minutes.
Your attribution engine shows exactly which deals partners influenced, sourced, and accelerated—with CFO-grade data your finance team will trust.
Your attribution engine shows exactly which deals partners influenced, sourced, and accelerated—with CFO-grade data your finance team will trust.
Attribution That Actually Works:
Influenced deals: Partner involvement led to close
Sourced deals: Partner brought the opportunity
Accelerated deals: Partner shortened sales cycle
Share dashboards securely with partners and internal stakeholders
Metrics CFOs Care About:
Win rate lift: 30% higher on partner-attached deals
Deal size impact: 84% larger with partner involvement
Sales cycle compression: 40% faster with co-sell
Incremental pipeline: Deals that wouldn't exist without partner
AI Forecasting:
Predict which partnerships will hit goals next quarter
Identify at-risk deals where partner engagement could save them
Propensity scoring: AI shows which deals benefit most from partner attachment
Stop defending your budget. Start showing measurable impact.
AUTOMATE REPORTING—STOP MANUAL QBR PREP
Stop manual QBR prep. Put reporting on autopilot.
No more pulling data from three portals into spreadsheets. WorkSpan auto-generates QBRs, win wires, and executive reports—schedule them weekly, monthly, or on-demand.
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What Gets Automated:
QBR-ready decks for internal reviews or partner-facing business reviews
Automated win wires when partner-influenced deals close (celebrate wins immediately)
Custom dashboards that blend partner data with CRM attributes
Report API to pull metrics into your Tableau/Looker/Power BI analytics
Reporting Features:
Track any metric: pipeline, revenue, activities, campaigns, marketplace transactions
Drill down by partner, region, solution, deal stage
Export to PDF, Excel, or push to BI tools via API
Share securely with partners (controlled access, no spreadsheet attachments)
You focus on strategic conversations. WorkSpan AI handles the reporting grind.
"When we go into QBRs with the cloud providers, we're better informed"
Summary
Plan (template)
Execute (workflow automation)
Track (dashboard)
Report (attribution)
What used to require 3 portals + spreadsheets now happens automatically.
Because you've got a partnership to build.
Because you've got a partnership to build.
Request a Demo
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How AI-Powered Partnerships Work
01. Unified Data Foundation
WorkSpan's Universal Adapter connects to your CRM, cloud marketplaces, and partner systems. Data flows automatically—no manual exports, no spreadsheet reconciliation.
02. Joint Planning
Build partnership plans using templates proven across thousands of partnerships. Define goals, assign ownership, set KPIs, and align on execution.
03. Automated Tracking
Plans connect to workflows. When a partner commits to 10 co-sell referrals, WorkSpan tracks progress automatically. When deal stages change in Salesforce, dashboards update in real-time.
04. Insights Generation
AI analyzes performance data to forecast outcomes, identify trends, and recommend optimizations. Dashboards adapt to different stakeholders—executives see ROI proof, field teams see execution metrics.
05. Secure Collaboration
Control what partners see, what internal teams see, and what executives see—all from one system. Run partner cadence calls with confidence that you're sharing the right data with the right people.
Common Use Cases
Cloud Partnership Performance Tracking
See all AWS, Azure, and Google Cloud partnership metrics in one dashboard—marketplace transactions, co-sell referrals, private offers, and campaign performance.
QBR Preparation
Stop spending two days pulling data. Generate QBR-ready reports that blend partner portal data with CRM insights automatically.
Executive Reporting
Prove partnership ROI to leadership with clear attribution, forecasts, and trend analysis that shows which partnerships drive revenue.
Services Partnership Management
Plan and track services partner engagements, training completion, certification progress, and revenue contribution.
Multi-Partner Coordination
Track performance across hundreds of partnerships simultaneously—identify what's working, where to invest, and which partners need attention.
Frequently Asked Questions
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Can I customize the dashboards and reports?
Yes. WorkSpan provides flexible reporting that lets you track any metric, create custom views, and tailor dashboards to different stakeholders—from executive leadership to field teams.
How does WorkSpan handle data from multiple cloud partners?
WorkSpan's Universal Adapter connects to AWS Partner Central, Microsoft Partner Center, Google Cloud, and other partner systems, pulling data into a unified view. You see performance across all cloud partnerships in one dashboard.
Can partners access the plans and reports?
Yes, with controlled permissions. You determine what data partners can see, ensuring secure collaboration without exposing sensitive internal information.
Does planning and reporting work for non-cloud partnerships?
Absolutely. While many customers use WorkSpan for cloud partnerships, the planning and reporting capabilities support any partnership type—services partners, tech partners, distribution partners, and more.
How long does it take to get started?
Most customers start seeing value within weeks. WorkSpan provides best-practice templates that accelerate setup, and our team works with you to configure the system for your specific partnership ecosystem.
Can I export data to other analytics tools?
Yes. WorkSpan provides a Report API that lets you pull metrics programmatically and integrate with your existing analytics infrastructure.
Ready to Transform Partnership Planning?
See how WorkSpan's planning and reporting capabilities work in your partnership ecosystem.
