What's in Partner Business Plans Management
Introduction
Administrators use the Plans module to create, distribute, and track partner business plans and templates for strategic alignment and performance management.
View Plan Templates
Administrators and partners view, manage, and filter business plan templates to guide joint sales and marketing strategies effectively.
View a Plan Template
Administrators manage plan templates to standardize partner strategic planning, reviewing details, objectives, and assigning templates to specific users or groups.
Add/Edit a Plan Template
Administrators manage existing business plan templates by modifying template names and types to standardize the planning process for partners.
View Partner Plans
Administrators manage submitted partner business plans, tracking their status with crucial filtering and customization options.
View a Partner Plan
Administrators and partners use partner business plans to outline goals, activities, and performance metrics, which administrators must approve to track initiatives effectively.
Add/Edit a Partner Plan
Administrators and partners use this feature for creating, viewing, and managing partner business plans to ensure alignment with program objectives. Define strategic goals and activities.