Sympatheia Partners
Engagement demo · Lumera, Public SaaS, financial intelligence platform · fictional client, real engagement pattern
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Partnership Dashboard
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Partner Operations Command Center

Real Time Partner Performance Across Every Function

A unified operations view for the Partner Operations Executive, live metrics by Sales, Marketing, Enablement, Customer Success, and Product, with one click automated QBR deck generation per function.

Partnership Rollup, Executive Scorecard

Unified view across every corporate function · Q2 FY26 · live data

Total Partner Influenced ARR
$287M
▲ +39% YoY
Program Health Score
92
▲ +11 pts
AI Utilization Index
84%
▲ +31 pts
Net Revenue Retention
118%
▲ +3 pts

Function Performance Scorecard

% against quarterly target

Program Health Radar

Composite function scores

Function Highlights

  • Sales$148.2M sourced ARR · 47% win rate112% of target
  • Marketing14.8K MQLs · 7.4× ROI118% of target
  • Enablement3,842 certified · 14d TTC108% of target
  • Customer SuccessNRR 118% · NPS 72104% of target
  • Product284K MAU · 68% AI adoption96% of target

Cross Function Priorities Q3

  • Regional SI ActivationMarketing + Sales + EnablementOwner: VP Partner Ops
  • Agentic Audit Assistant GAProduct + EnablementOwner: Chief Product
  • APAC Expansion Wave 2Sales + CSOwner: GM APAC
  • $4M Account RescueCS + SalesExec Escalation
Drill Down by Function

Sales, Partner Co Sell Performance

Deal registrations, co sell pipeline, attach rate, and partner win rate lift

Partner Sourced ARR
$148.2M
▲ +42% YoY · 51% of new bookings
Deal Registrations (Q2)
1,284
▲ 82% approval rate
Co Sell Win Rate Lift
+27 pts
▲ 47% vs 20% solo
Avg Deal Size (Co Sell)
$284K
▲ 2.1× vs direct

Partner Sourced ARR by Quarter

Trailing 6 quarters · $M booked

Pipeline by Stage

Live deal reg funnel

Top Revenue Generating Partners

  • DeloitteBig 4 · 48 deals closed Q2$28.4M ARR
  • PwCBig 4 · 36 deals closed Q2$21.2M ARR
  • AccentureGlobal SI · 31 deals closed Q2$18.6M ARR
  • KPMGBig 4 · 24 deals closed Q2$14.8M ARR
  • EYBig 4 · 19 deals closed Q2$12.1M ARR

Stalled & At Risk Deals

  • Fortune 500 ESG RolloutDeloitte · 80d stalled · stage: Propose$4.2M
  • Global GRC ExpansionPwC · SOW delay · stage: Negotiate$3.1M
  • FinReporting ModernizationKPMG · competitor eval · stage: Qualify$2.8M
  • Retail ESG PlatformAccenture · budget freeze · stage: Propose$2.2M

Marketing, Partner Demand & Brand Lift

MDF utilization, co branded campaigns, MQLs, and pipeline contribution

Partner Sourced MQLs
14,820
▲ +56% YoY · 32% MQL→SQL
MDF Deployed (Q2)
$8.4M
▲ 92% of budget · 7.4× ROI
Co Branded Campaigns
38
▲ 4.2× MQL lift vs solo
Influenced Pipeline
$62M
▲ $1.62 per $1 MDF

MDF ROI by Partner Type

Pipeline $ generated per $ MDF spent

MQL Source Mix

Partner attributed leads by channel

Top Campaigns (Q2)

  • ESG Readiness SummitDeloitte co branded$4.8M pipeline
  • GRC Modernization Webinar SeriesPwC · 4 episodes$3.2M pipeline
  • FinReporting AI LaunchAccenture · global$2.9M pipeline
  • CFO RoundtablesKPMG · 12 cities$2.1M pipeline

MDF Allocation Health

  • DeloitteBig 496% utilized
  • PwCBig 491% utilized
  • AccentureGlobal SI88% utilized
  • Regional SI GroupTier 254% utilized

Enablement, Partner Readiness & Certification

Certified consultants, learning velocity, and delivery capacity

Certified Consultants
3,842
▲ +28% YoY · 76% retention
Time to Productive
14d
▲ −56% (from 32d)
Certification Pass Rate
89%
▲ +11 pts · 1st attempt
Delivery Capacity
58K hrs/wk
▲ +42% YoY

Certifications Issued by Track

Weekly completion velocity

Certified Capacity by Specialization

Active consultants by practice

Top Partners by Certified Capacity

  • Deloitte1,240 certified · 92% pass rate+180 Q2
  • PwC820 certified · 88% pass rate+140 Q2
  • Accenture620 certified · 86% pass rate+110 Q2
  • KPMG480 certified · 84% pass rate+90 Q2

Learning Path Readiness

  • Sales Foundation2,410 enrolled · 12d avg TTC94% completion
  • Solution Architect1,820 enrolled · 18d avg TTC87% completion
  • Delivery Lead1,380 enrolled · 22d avg TTC82% completion
  • AI Co Delivery620 enrolled · 28d avg TTC78% completion

Customer Success, Partner Led Health & Retention

NPS, retention, expansion, and customer health by partner delivered accounts

NRR (Partner Led Accounts)
118%
▲ +6 pts vs direct (112%)
Gross Renewal Rate
97%
▲ +2 pts · $4M at risk
Partner Led NPS
72
▲ +8 pts · 76% healthy
Expansion ARR (Q2)
$42.6M
▲ +34% YoY · 64 deals

NRR & NPS Trend, Partner Led Accounts

Trailing 6 quarters

Account Health Distribution

882 partner delivered accounts

Highest Retention Partners

  • Deloitte246 accounts · 99% renewal · 126% NRRNPS 78
  • PwC188 accounts · 98% renewal · 121% NRRNPS 74
  • Accenture164 accounts · 97% renewal · 118% NRRNPS 71
  • KPMG132 accounts · 96% renewal · 114% NRRNPS 69

At Risk Accounts (Churn Watch)

  • Global Retail CorpDeloitte · usage ↓42% · renewal in 68d$1.8M ARR
  • Mid Market InsurancePwC · exec change · renewal in 94d$1.2M ARR
  • Manufacturing GroupAccenture · adoption lag · renewal in 112d$980K ARR

Product, Partner Driven Usage & Feature Impact

Platform adoption, feature velocity, integrations, and partner feedback loops

Partner Delivered MAU
284K
▲ +41% YoY · 62% of total MAU
AI Feature Adoption
68%
▲ +22 pts · 598 accounts live
Roadmap Items Shipped
42 / 1,420
▲ 38% partner influenced
Integration Reliability
99.2%
▲ 84 active integrations

Feature Adoption, Partner Delivered Accounts

% of 882 accounts using key capabilities

Integration Usage by Platform

Active connections across accounts

Top Partner Voiced Roadmap Items

  • Multi entity ESG Rollup18 partners · 142 accounts · $8.4M pipeline impactShipping Q3
  • Agentic Audit Assistant14 partners · 96 accounts · $6.2M pipeline impactIn beta
  • SAP S/4HANA deep link12 partners · 78 accounts · $4.8M pipeline impactScoping
  • Snowflake native connector9 partners · 54 accounts · $3.1M pipeline impactPlanned Q4

Top Integrations by Usage

  • Workday412 accounts · 2.4M daily syncs98% uptime
  • SAP S/4HANA384 accounts · 1.8M daily syncs97% uptime
  • Oracle NetSuite282 accounts · 1.2M daily syncs99% uptime
  • Snowflake220 accounts · 3.6M daily syncs100% uptime
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Quarterly Business Review