Finance Benchmark Recommendations

The Finance Benchmark Recommendations report highlights partners in your segment who excel in performance and offer strong revenue opportunities for your program. You can filter the recommendations by existing or not joined to help you determine which partnerships you should work on or which partners to recruit.

Access the report

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1. From the left navigation menu, select [Competitive Insights] → Finance Benchmark → Recommendations.

2. At the top of the page, below Finance Benchmark Recommendations, filter for the data you want to view.

Filter reference

Filter	Description
Quarter	Filter by the specific 3-month period for which you want to view benchmarking data.
Region	Filter by the area for which you want to view benchmarking data.
Vertical	Filter by the market segment for which you want to view benchmarking data.

1. View a breakdown of your recommended partners.

Recruit & Optimize High Ranking Partners In Your Segment

The first table lists the highest performing partners in your vertical, along with some key information about them.

Column	Description
Partner	The partner's name.
Primary Business Model	The main way this partner promotes brands. If the partner does not specify a primary promotional method, their business model will be uncategorized.
Event Type	Event Type shows specific data about events brands track in their program, such as applications and approvals or quotes and purchases.
Email	The partner's email address.
Partner Status	The contractual status of the partner (i.e., whether or not you have signed them to your program).
Vertical Rank	Where the partner ranks in revenue generated for the vertical market. E.g., A rank of 3 would indicate that two other partners drive more revenue for the vertical market.

Recruit & Optimize High Ranking Partners From Under-indexed Business Models

These recommendations are for partners operating in business models where your brand is under-represented. Learn more about your action index.

Column	Description
Partner	The partner's name.
Primary Business Model	The main way this partner promotes brands. If the partner does not specify a primary promotional method, their business model will be uncategorized.
Event Type	Event Type shows specific data about events brands track in their program, such as applications and approvals or quotes and purchases.
Email	The partner's email address.
Partner Status	Indicates the partner's status with your program. Inactive means the partnership generated neither clicks nor actions during the quarter. Not Recruited means they are not joined to your existing program.
Vertical Rank	Where the partner ranks in revenue generated for the vertical market. E.g., A rank of 3 would indicate that two other partners drive more revenue for the vertical market.

Top & bottom funnel partners

View recommended partners at the top or bottom of the funnel. For each partner, their primary business model and rank within your vertical is displayed.

• Top Funnel partners introduce the potential customer to the conversion journey. At this point, money has not generally been exchanged and any payouts granted to the partner will be relatively small.

• Bottom Funnel partners typically close conversions for your vertical. Generally, this involves the exchange of money, e.g., funds deposited into an account or a loan or credit card issued. Payouts to a partner are generally expected to be larger.

1. Optionally, you can [Share], [Email], [Schedule], or [Download] the recommendations using the buttons at the top-right of the report.