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Partner Tools

View and manage your partner dashboard

Last updated: July 27, 2022

Applies to:

Partner Account

As a HubSpot partner, managing your clients and partner tier is important to your business. Use the partner dashboard to view and manage your clients, understand your partner tier, and reach the HubSpot team that supports you as a partner.

View and manage your clients

  • In your HubSpot account, navigate to Partner > Dashboard.
  • In the Alerts section, view the number of upcoming renewal decisions.
  • In the Clients section, view a table of your client's information, including the products they own, the relationship, their usage of the HubSpot product, and the monthly recurring revenue associated with them.
  • To access more information on an existing client, hover over the client, click the Actions dropdown menu and select one of the following options:
    • Client details: view the specific client's details in the right panel.
      • On the Client Details tab, view the client's company information, the subscriptions they have with HubSpot, and their contact and email tiers.
      • To view the current renewal communication owner, the HubSpot renewal manager, and details of the current subscription and renewal subscription, click the Renewals tab
      • To view the products and apps that the client is using, click the Portal usage tab.
      • To view the client's platform engagement score, click the Platform Engagement tab. Learn more about analyzing and managing client engagement.
    • Company in CRM: access the company record of your client in your companies dashboard.
    • Go to clients account: access the client's HubSpot account.
    • End services: remove the client from your clients list.

Review your partner tier points

  • In your HubSpot account, navigate to Partner Tier.
  • At the top of the dashboard, view your solutions partner tier.
  • 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. Sold points are earned by selling to new or existing customers and managed points are earned by servicing your existing customers.
    • The tier progress chart shows a breakdown of your Sold and Managed points, along with your progress for each track. The chart includes a line indicator along with the number of points required to move to the next tier. 


  • 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. 
  • The Account Performance section shows your median tool usage and whether or not you're Partner Certified. To qualify for a partner tier, you must have a valid Solutions Partner Certification.
  • 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. 
  • You can also view how your points have changed over the months with the Progress Over Time chart. 

View and reach your HubSpot Team

  • In your HubSpot account, navigate to Partner > Dashboard.
  • Click the HubSpot Team tab.
  • View your current Channel Account Manager and Channel Consultant, with a brief description of how they support you as a partner.
  • Click Send email to send your Channel Account Manager or Channel Consultant an email with your queries from your default email client.

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