PRM — Partner Relationships¶
The PRM module manages co-sell, co-delivery, referral, and certification partners — separate from clients and suppliers. Partners live under {partner.root}. The module can be toggled off via Settings → Modules.
The Partners nav item contains six tabs covering the full partner lifecycle.
Overview¶
A dashboard summarising partner activity: active partner count, open registrations, pending commissions, certifications expiring soon, and recent partner interactions.
Partners¶
Lists all type: partner notes. Key fields: partner name, relationship type (co-sell / co-delivery / referral / certification), agreement type, status. Status lifecycle: lead → qualified → active → inactive → archived.
The Bases dropdown reflects named views in {vault.bases}/partner.base. Add views for Active only, By relationship type, or Certifications due for renewal.
Registrations¶
Lists all type: registration notes under partner folders. Registrations track deal registrations submitted to a partner (e.g. a vendor portal submission). Key fields: title, partner reference, submitted date, expiry date, value, status.
Commissions¶
Lists all type: commission notes. Tracks commission amounts earned per partner per period. Key fields: reference, partner reference, amount, earned date, period, status.
The Bases dropdown reflects {vault.bases}/commission.base — useful for views filtered by status (pending / paid) or grouped by partner.
Certifications¶
Lists all type: certification notes. Tracks vendor or programme certifications held by partners (e.g. Anthropic Partner, AWS Advanced). Key fields: name, partner reference, level, issued date, expiry date, status.
Add a view in {vault.bases}/certification.base filtered to status: active and sorted by expires_date to monitor upcoming renewals.
Analytics¶
A read-only report view aggregating partner performance: deals influenced, revenue attributed, commission paid, and registration conversion rates per partner.
