Improved Feature: Partner Dashboard Refresh
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:
Progress: Partner journey progression for gaining Supered experience.
Milestones: Connect HubSpot, deploy a package, use 10 client seats, and have 50 package installs
Statistics: View high-level metrics with ease.
Metrics include: Client accounts, seats in use, package installs, process boards built, and process rules created
Client visibility: View metrics across all client accounts and access an account from here or revoke access to an account.
Metrics include: Number of process boards, number of process rules, number of process rulesets, and number of active seats
Additional features:
Sortable columns - View who has built the least or most and compare client activity.
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.
Events section:
Goal: Show relevant events from Supered that will help partners sell Supered and improve product usage.
Upcoming: View upcoming events and see the date, time, duration, and type of event.
Share: Share the link and event with clients or co-workers
Register: Sign up for the event so you don’t miss it
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.
Resources section:
Goal: Highlight important help center resources that will improve your Supered usage.
Expert articles: These are your “how to” articles. Learn from the experts!
Training bundles: Deep dive into various Supered features like process rulesets and action plans with training videos and PDF “cheat sheets” on each topic.
Capabilities:
Open article in the help center
Open article directly in Sidekick
Share the article link with others
See how “helpful” an article has been to others