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Partner Tools

Review your partner tier points (BETA)

Last updated: June 27, 2022

In Beta

Applies to:

Partner Account

The partner tier dashboard shows your tier performance and the number of points needed to progress to the next partner tier. 

To opt in to the partner tier points beta:

  • In your HubSpot account, navigate to Partner > Tier.
  • In the bottom left, click Try the new Tier Points beta, then select Try beta. If you're a super admin, you can opt all users in to the beta by selecting Opt all users into beta.
  • In the dialog box, you can review the HubSpot Beta Terms, then click Try beta.

You'll then be opted in to the beta, and a banner will then appear at the top of the screen where you can click Preview Tier Points to view the partner tier points beta dashboard.


partner-tier-preview-tool


To review your partner tier points:

  • In In your HubSpot account, navigate to Partner > Tier.
  • In the banner at the top of the page, click Preview Tier Points externalLink.
  • At the top of the dashboard, view a summary of your partner tier and your total number of sold and managed points. Sold points are earned by selling to new or existing customers and managed points are earned by servicing your existing customers. 

partner-tier-summary

  • In the Tier Performance section, view your current partner tier performance and how the current number of sold points and managed points add up to the credited tier.
  • The tier progress chart shows a breakdown of your Combined, Sold, and Managed points, along with your progress for each track. Each track includes line indicators along with the number of points required to move to the next tier. 

partner-tier-progress-chart

    • The Median Tool Usage section shows the median tool usage for your clients.
    • The Partner Certified section shows whether or not you’re Partner Certified. To qualify for a partner tier, you must have a valid Solutions Partner Certification.
  • The Tier Insights section shows your partner tier progress based on your current points, along with the minimum points required to maintain your tier and the points needed to move up to the next tier. 
  • To view your combined sold and managed points by client, click the Points Breakdown tab, then view the Points Breakdown table. 
    • Click the Deal type dropdown menu to filter clients by their deal type.
    • Click the Market type dropdown menu to filter clients by their market type.
    • Click a client to view more details about the client, including a breakdown of the sold and managed history, sold sales history and active managed points, and which points are active or expired. 
shared_partner_deal_points_flyout
  • You can also view how your points have changed over the months with the Progress Over Time chart. 
progress-over-time

 

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