View and manage your partner dashboard (2024)

Last updated: February 1, 2024

As a HubSpot partner, managing your clients and partner tier is important to your business. Use the partner dashboard to view and manage your clients, understand your partner tier, and reach the HubSpot team that supports you as a partner.

View and manage your clients

• In your HubSpot account, navigate to Partner > Dashboard.

• Inthe Alertssection,view the number of upcoming renewal decisions.
• In the Clientssection, view a table of your client's information, including the products they own, the relationship, their usage of the HubSpot product, and the monthly recurring revenue associated with them.
• Toaccess more information onan existing client, hover over the client, click theActions dropdown menu and select one of the following options:
  
  • Client details: view the specific client's details in the right panel.
    • On the Client Details tab, view the client's company information, the subscriptions they have with HubSpot,and their contact and email tiers.
    • To view the current renewal communication owner, the HubSpot renewal manager, and details of the current subscription and renewal subscription, click the Renewals tab
    • To view the products and apps that the client is using, click the Portal usage tab.
    • To view the client's platform engagement score, click the Platform Engagement tab. Learn more about analyzing and managing client engagement.
  • Company in CRM:access the company record of your client in yourcompanies dashboard.
  • Go to clients account:access the client's HubSpot account.
  • End services:remove the client from your clients list.

• To view your clients' platform engagement, clickPlatform Engagement Indexin the left sidebar menu. Learn more about analyzing and managing client engagement.
• To view and manage your client renewals, clickRenewals in the left sidebar menu. You can also click the number of upcoming renewal decisions in the Alerts section. Learn more about managing your upcoming client renewals.

Review your partner tier points

• In your HubSpot account, navigate toPartner>Tier.

• At the top of the dashboard, view your solutions partner tier.
• In the Tier Performance section, view your current partner tier performance and how the current number of sold points and managed points add up to the credited tier. Sold points are earned by selling to new or existing customers and managed points are earned by servicing your existing customers.
  • The tier progress chart shows a breakdown of your Sold and Managed points, along with your progress for each track. The chart includes a line indicator along with the number of points required to move to the next tier.

• The Tier Insights section shows your partner tier progress based on your current points, along with the minimum points required to maintain your tier and the points needed to move up to the next tier.
• TheAccount Performancesection shows your median tool usage and whether or not you're Partner Certified. To qualify for a partner tier, you must have a valid Solutions Partner Certification.
• To view your combined sold and managed points by client, click the Points Breakdown tab, then view thePoints Breakdown table.
  
  • Click the Deal type dropdown menu to filter clients by their deal type.
  • Click the Market type dropdown menu to filter clients by their market type.
  • Click a client to view more details about the client, including a breakdown of the sold and managed history, sold sales history and active managed points, and which points are active or expired.

• You can also view how your points have changed over the months with theProgress Over Time chart.

Preview sold and managed points with the points calculator

Using the points calculator tool on your partner dashboard, you can estimate how many sold and managed points you can earn from different subscription levels.

To use the points calculator:

• In your HubSpot account, navigate toPartner>Tier.
• In the right sidebar, click the leftlet arrow icon to reveal the points calculator.

  

• In the points calculator tool, enter the following details:
  • Sold amount: based on the selected Client currency, enter the amount you would like to convert to points.
  • Client market: select the country that the client is located in. Clients in growth markets will result in point multipliers.
  • Client currency: select the client's currency.
  • Will you also manage this client?: select whether you'll be managing the client.
  • How many other partners will manage this client?: if you'll be managing the client, enter how many other partners will be managing them. Managed points will be split among the specified number of partners.
• Below the fields, view the estimated Total points,Sold points, andManaged points.
• To convert points to and from different currencies, click theCurrency tab, then enter the following details:
  • Conversion method: select whether you'd like to convert points to currency, or currency to points.
  • Client market: select the country that the client is located in. Clients in growth markets will result in point multipliers.
  • Client currency: select the client's currency.
  • Sold points: if you're converting points to currency, enter the number of sold points to convert to currency.
  • Managed points: if you're converting points to currency, enter the number of managed points to convert to currency.
  • Sold value: if you're converting currency to points, enter the amount of sold value to convert to points.
  • Managed value: if you're converting currency to points, enter the amount of managed value to convert to points.

View and reach your HubSpot Team

• In your HubSpot account, navigate to Partner > Dashboard.
• Click the HubSpot Team tab. Your HubSpot Partner Development Manager (PDM) will be listed along with a brief description of how they help you.
• Click Send email to send your PDM an email with your queries from your default email client.