Partner scoreboard
Every channel partner, MEASURED — in the same standard as the digital employees' scoreboards. Per partner: tenants deployed, average deployment time (days from start until the tenant goes active), measured adoption (reusing the per-tenant adoption scoreboard), and the SURVIVAL CURVE of their portfo…
What you find on this screen
A portrait of the screen, read from the screen itself — it changes when the screen changes.
Available actions
Propose referralConsent to receiveAcceptMark as convertedConsent to share
The list shows
StatusOpportunityActionOpportunity (you are the source, you always see your data)
Form fields
OportunidadeO que está sendo indicado, sem identificar o cliente antes de haver consentimento.
ConviteO texto que o outro lado vê antes de consentir. Não carrega nome, valor nem dado do cliente.
Valor estimadoQuanto a oportunidade pode gerar, na estimativa de quem indicou.
Comissão da indicaçãoO que cabe a quem indicou se a oportunidade fechar.
Consentimento da origemSem o consentimento de quem indica, nada da oportunidade é revelado ao outro lado.
Consentimento do destinoSem o consentimento de quem recebe, a indicação não avança e os dados não trafegam.
SituaçãoEm que ponto a indicação está: proposta, consentida, convertida ou recusada.
Origem consentiu emQuando quem indicou autorizou expor a oportunidade.
Destino consentiu emQuando quem recebeu autorizou receber os dados da oportunidade.
Valor convertidoQuanto a indicação gerou de fato quando virou venda. É a base real da comissão.
Convertida emQuando a indicação virou venda fechada.
Start here
What this screen answers
The deals you referred to other participants and those referred to you — and the consent that unlocks each one.
What this screen is
AGENT-TO-AGENT referral: when a participant's Digital Salesperson sees an opportunity for ANOTHER participant in the network (e.g.: a customer of yours who needs a service the other offers), it PROPOSES a referral. 🔴 The referral crosses companies, so it is only revealed with the consent of BOTH sides: the source consents to share AND the target consents to receive — only then does the detail (customer, amount) appear to the target. Before that the target sees only the invitation. Each consent is recorded with who and when (full trail). Here you see the referrals you proposed and those you received, and give (or not) your consent.
Rules
Consent from BOTH sides before any detail
Until both participants consent, you only see that an invitation exists. Name, contact and context of the deal remain closed. It is not slowness in the flow: it is what keeps the network from becoming a channel for leaking someone else's customer portfolio.
What this screen answers
After consent, the other participant sees the referral data. Refer with the same care you would use to give your customer's phone number to a partner — because that is what is happening.
Frequently asked questions
Which question this screen answers
What opportunities the network identified for you — and what remains to be consented. Here are the referrals your Digital Salesperson proposed to other participants and those that came to you. Since the referral crosses companies, the detail (customer, amount) is only revealed with the consent of BOTH sides: the source consents to share and the target to receive; before that, the target sees only the invitation. Each consent is recorded with who and when — the trail is complete.
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