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

  • HalvardBig 4 · 48 deals closed Q2$28.4M ARR
  • BrennickBig 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 RolloutHalvard · 80d stalled · stage: Propose$4.2M
  • Global GRC ExpansionBrennick · 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 SummitHalvard co-branded$4.8M pipeline
  • GRC Modernization Webinar SeriesBrennick · 4 episodes$3.2M pipeline
  • FinReporting AI LaunchAccenture · global$2.9M pipeline
  • CFO RoundtablesKPMG · 12 cities$2.1M pipeline

MDF Allocation Health

  • HalvardBig 496% utilized
  • BrennickBig 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

  • Halvard1,240 certified · 92% pass rate+180 Q2
  • Brennick820 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

  • Halvard246 accounts · 99% renewal · 126% NRRNPS 78
  • Brennick188 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 CorpHalvard · usage ↓42% · renewal in 68d$1.8M ARR
  • Mid Market InsuranceBrennick · 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