# 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 ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-81365ab1e9414f66498604921f52870f117b8cc7%2Fd33a611679a65f191574b81820ac09c98c5cc774faa6ff5a8a739a9cc7a87234.svg?alt=media) **\[Competitive Insights]** **→ Finance Benchmark → Recommendations**.
2. At the top of the page, below *Finance Benchmark Recommendations*, filter for the data you want to view.

<details>

<summary>Filter reference</summary>

| 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.          |

</details>

3. View a breakdown of your recommended partners.

<details>

<summary>Recruit &#x26; Optimize High Ranking Partners In Your Segment</summary>

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          | <p>Where the partner ranks in revenue generated for the vertical market.</p><p>E.g., A rank of 3 would indicate that two other partners drive more revenue for the vertical market.</p> |

</details>

<details>

<summary>Recruit &#x26; Optimize High Ranking Partners From Under-indexed Business Models</summary>

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          | <p>Where the partner ranks in revenue generated for the vertical market.</p><p>E.g., A rank of 3 would indicate that two other partners drive more revenue for the vertical market.</p>                         |

</details>

<details>

<summary>Top &#x26; bottom funnel partners</summary>

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.

</details>

2. Optionally, you can ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-34bd132ae3d7a7f510a92ff492a692f93980595c%2F642c4d94b1fedffb1439be1abf197d6e67db17d153c6f87493a5b3e77f251db1.svg?alt=media) **\[Share]**, ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-5e962e68a3cf6c87d7ade712b204bae70f02fe42%2F07666ee42fc00c5eb99a6545e1f573505a3888c370d4751169eab2b06d01158c.svg?alt=media) **\[Email]**, ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-ac65d9303f4002a9572c597d7e38a09962900df0%2Fccb680aef192b944a1effa9b19830de17e22540e98e1bfa40e1bc0a240aa51ee.svg?alt=media) **\[Schedule]**, or ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-5a85ab28098ee50ab9b071bbdbbffa24d4fab327%2Fdfc9e3774c247872fad291a1838ba2a1d55d0007aae4628c1932e8e5a21fbf7a.svg?alt=media) **\[Download]** the recommendations using the buttons at the top-right of the report.
