Analyze partner insights

As a HubSpot Solutions Partner, you can use partner insights to identify key actions to take in your account. This includes clients in danger of not renewing and missing tax or banking information that could delay your commission. 

Understand limitations and considerations

• Only clients you actively manage will appear on the Insights tab. 
• If there are no partner insights that need action, the Insights tab will not appear. 

Analyze partner insights

1. In your HubSpot account, click More, then navigate to Partner > Dashboard. If More doesn't appear in your account, navigate to Partner > Dashboard directly.
2. Click the Insights tab. 
3. By default, insights are sorted by suggested priority, i.e. highest urgency. To sort by most recent, click the dropdown menu in the upper right and select Most recent. 
4. These types of insights are available: 
   • Renewal at risk: the client has a renewal within 90 days and low HubSpot usage. This type of insight will disappear when the client's renewal date has passed, or if their HubSpot usage increases significantly. 
   • Commission at risk: a shared deal is in progress or closed won, but your bank and tax forms aren't complete. This doesn't affect whether the deal can close, but may delay you receiving your payment. 
5. For Renewal at risk clients, you can: 
   • Click View client record to view their Partner Client record.

1. • Click Learn more to open Breeze Assistant, HubSpot's conversational AI assistant. Breeze Assistant will automatically run a prompt for suggestions to reduce this client's renewal risk. 
2. For Commission at risk clients, click Go to documents to finish filling out your forms.