# 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. |
3. 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.
2. Optionally, you can  **\[Share]**,  **\[Email]**,  **\[Schedule]**, or  **\[Download]** the recommendations using the buttons at the top-right of the report.
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