Improved Feature

Partner

Required Plan: Partner

<div class="iframe-wrapper"><iframe src="https://www.loom.com/embed/3182cc87ede748dabc18d6d6a7c57f75" frameborder="0" allowfullscreen="true" class="w-full shadow aspect-video rounded-xl" data-loom-video=""></iframe></div>Purpose: We updated our partner dashboard so that it is more useful for partners and their workflows while also improving the look and feel of how it operates.Partner performance section:<ul><li>Progress: Partner journey progression for gaining Supered experience.<ul><li>Milestones: Connect HubSpot, deploy a package, use 10 client seats, and have 50 package installs</li></ul></li><li>Statistics: View high-level metrics with ease.<ul><li>Metrics include: Client accounts, seats in use, package installs, process boards built, and process rules created</li></ul></li><li>Client visibility: View metrics across all client accounts and access an account from here or revoke access to an account.<ul><li>Metrics include: Number of process boards, number of process rules, number of process rulesets, and number of active seats</li><li>Additional features: <ul><li>Sortable columns - View who has built the least or most and compare client activity.</li><li>Account management - This is the same functionality that you’ll find on the accounts page. You can access an account and revoke access to an account from this location as well. </li></ul></li></ul></li></ul>Events section:<ul><li>Goal: Show relevant events from Supered that will help partners sell Supered and improve product usage.</li><li>Upcoming: View upcoming events and see the date, time, duration, and type of event.<ul><li>Share: Share the link and event with clients or co-workers</li><li>Register: Sign up for the event so you don’t miss it</li></ul></li><li>Past: In case you’re unable to attend an event, you can view all past events here to watch the recording via the archived link, when provided.</li></ul>Resources section:<ul><li>Goal: Highlight important help center resources that will improve your Supered usage.</li><li>Expert articles: These are your “how to” articles. Learn from the experts!</li><li>Training bundles: Deep dive into various Supered features like process rulesets and action plans with training videos and PDF “cheat sheets” on each topic.</li><li>Capabilities:<ul><li>Open article in the help center</li><li>Open article directly in Sidekick</li><li>Share the article link with others</li><li>See how “helpful” an article has been to others</li></ul></li></ul>