Partner Portal Guide¶

Full reference for the PartnerSignals partner portal at eco.partnersignals.ai.

The portal has five primary sections accessible from the left sidebar:

Section	Purpose
Signal Feed	Real-time stream of co-sell signals and ecosystem activity
Partners	Your partner roster — tiers, contacts, performance
Deals	Open opportunities with active partner involvement
Attribution	Revenue attribution records and reporting
Settings	Integrations, routing, team management

Signal Feed¶

The Signal Feed is your primary working view. It shows all active signals, filterable by:

Type — Co-Sell, Overlap, Pre-Intent
Partner — filter to a specific partner or partner type
Account / Opportunity — filter to a specific customer
State — New, In Progress, Handled, Expired
Date Range — signals fired within a given window

Bulk actions: select multiple signals to mark all Handled, reassign to a team member, or export to CSV.

Partners¶

Partner Roster¶

The Partners section shows all partners connected to your ecosystem, with:

Partner name and type (Solution Provider, Technology Partner, Hyperscaler, GSI)
Tier (based on contribution scoring)
Active signal count
Attributed revenue (trailing 12 months)
Primary contact and account team owner

Click any partner row to open their Partner Detail page.

Partner Detail Page¶

The Partner Detail page shows the full history for a single partner:

Overview — tier, contact info, co-sell density score
Signal History — all signals fired for this partner (all time)
Deal Involvement — open and closed opportunities where this partner was active
Attribution History — all attribution records (closed deals)
Documents — partner agreements, co-sell playbooks, shared decks (file upload)

Deals¶

The Deals section shows all open CRM opportunities where PartnerSignals has detected partner activity. For each deal you'll see:

Deal name, stage, and value (synced from CRM)
Partner(s) with active signals on this deal
Signal type and recency
Attribution estimate (if deal closed now)
Recommended action

Filtering: filter by deal stage, partner, signal type, or deal value range.

Attribution¶

See Attribution Setup for configuration. The Attribution section of the portal shows:

Records — individual attribution records (one per closed deal with partner involvement)
Reports — Partner Revenue, Co-Sell Pipeline, QBR
Disputes — open and resolved dispute cases

Exporting: all attribution data exports to CSV or PDF. QBR reports export to a pre-formatted slide template (PowerPoint or Google Slides).

Settings¶

Integrations¶

CRM — connect/disconnect Salesforce or HubSpot, manage sync scope
Slack — configure channel routing, notification preferences
Crossbeam — connect ecosystem overlap data
MCP Gateway — manage API access for AI agent integrations

Team Management¶

Users — invite team members, set roles (Admin, Analyst, Read-Only)
Partner Contacts — manage partner-side contacts (used for co-sell coordination)
Notifications — per-user signal routing preferences

Signal Routing¶

Configure how and where signals are delivered:

Slack channel targets per signal type
CRM task creation rules
Email digest frequency and recipients

Attribution Settings¶

See Attribution Setup.

Keyboard Shortcuts¶

Shortcut	Action
`F`	Open signal feed
`P`	Open partners
`D`	Open deals
`A`	Open attribution
`S`	Open settings
`/`	Focus search
`Esc`	Close modal / return to feed