Partner Participation Value Report

The partner participation report shows how partners are driving conversions and the value they are bringing to you. This report helps you drive productive partnerships and understand how partnerships are performing.

Gain valuable insights with Optimize: This report is just a small preview of what Optimize reporting can offer. Sign up to Optimize for even more insightful metrics and maximize the potential of your partnerships.

Manage the report

This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access.

1. From the left navigation bar, select [Engage] → Reports → More Reports.

2. Select Partner with Participation Value.

   
3. Below Partner with Participation Value, you can filter for the data you want to view. Select [Search] when you have the filters in place that you want.

   • View the Filter reference below for more information.

   • You can use the icons at the top-right of the page to pin, schedule, download (in PDF, Excel, or CSV format), or export the report (via API).

Access the report data

You can view the report data as a trend graph or table and compare certain metrics.

Trend graph

The trend graph enables you to filter your report according to Conversions or Revenue. This view provides the selected metric’s daily trends over a specific date range.

1. Select the drop-down in the upper-right corner, then, choose a specific metric.

2. Alternate between the line, bar, and treemap views by selecting the view icon.

   • The treemap view is a great visual option for comparing partner participation value.

     

Data table

Comparison graph

Filter reference

Filter	Description
Date Range	Filter data by when it was created. You can also compare two periods of time against each other. You can pull a maximum of 366 days of data. However, you can still perform Year-over-Year reporting by selecting [Unchecked box] compare to {Previous year}. If you want to pull more than 366 data days, you will need to create multiple reports.
Partner	Select partners for which you want to view performance data.
Measure	Select the method with which you'd like to measure participation value. • % Action - The total percentage value of how many actions a partner drove • Actions - The total number of actions a partner drove • % Revenue - The total percentage value of revenue lead through sales that a partner drove • Revenue - The total revenue lead through sales that a partner generated
Event Type	Filter data by event types to specify which types of events you want to see partner participation value data for.
Currency	Set the currency in which you want to view the report data. impact.com will convert the amounts to your selected currency.

Report data column reference

Your choice for the Measure filter will change what data is presented in your report's table. The first reference table below will represent table columns where a percentage measure was selected (i.e., % Actions and % Revenue). The second table below will represent report table columns where a number measure was selected (i.e., Actions and Revenue).

Percentage measure

Data column	Description
Insights Level	The relevant partner driving participation value.
Participate Revenue / Participated	Shows the total revenue amount or the total number of actions driven in which the partner had at least one touchpoint in the conversion.
% Winner	The total % [Percentage] value that was earned by the partner, where the partner was the final touchpoint in the conversion.
% Solo	The total % [percentage] value of the partner's conversions in which they were the sole touchpoint from the start to the end of a conversion.

Number measure

Data column	Description
Insights Level	The relevant partner driving participation value.
Participate Revenue / Participated	Shows the total revenue amount or the total number of actions driven in which the partner had at least one touchpoint in the conversion.
Winning Revenue	The total revenue amount earned or number of actions driven by the partner, where they were the final touchpoint in the conversion.
Solo Revenue	The total revenue amount or number of actions of the partner's conversions in which they were the sole touchpoint from the start to the end of a conversion.