What's in Partner Business Plans Management
Introduction
Administrators use the Plans module to create and manage partner business plan templates and track submitted plans through approval workflows.
View Plan Templates
UPM administrators use this feature to view, manage, and create business plan templates, leveraging filtering and search functions to organize template types like Joint Sales Plans.
View a Plan Template
Administrators view and manage plan templates, objectives, and associated partner plans to ensure strategic alignment and monitor progress.
View Partner Plans
Administrators centrally manage submitted partner business plans, tracking status, filtering, and exporting data for analysis and strategic oversight.
View a Partner Plan
Administrators and partners can view submitted business plans, including SWOT analysis, pipeline goals, and campaign calendars, to assess performance and ensure alignment.