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AI agent for channel partner managers

Partner Quarterly Performance Review Agent

Data-backed partner reviews with tracked actions

AnalysisReportingManagementSales
See how it worksGet access
Partner Quarterly Performance Review Agent: what goes in, what the agent does and what you get

What it does

Each quarter partner managers review partner results, and gathering the data across systems takes days. When the quarter ends, this agent pulls revenue, pipeline, training and deal registration data for each partner. It first checks that its figures match the partner's own reports. Differences over 5 percent are investigated and fixed before going further. It then compares results with targets and tier requirements and drafts a review with wins, gaps and suggested actions. Last quarter's actions are listed as done or open, so the review starts with follow-through. Tier changes are only suggested when a partner has missed or beaten the tier for two quarters. The partner manager approves the review and any tier change before it is shared. Edge case: when a partner has merged with another, the agent combines both records before comparing with targets.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Quarter ends 2 USES A TOOL Pull partner data 3 CHECKS THE RESULT Does data match partner reports? If not: investigate differences. Back to step 2. 4 DOES Compare with targets and tiers 5 USES A TOOL Draft review 6 YOU APPROVE Partner manager approves 7 RESULT Review held
Read the steps as a list
  1. Quarter ends
  2. Pull partner data
  3. Does data match partner reports?If not: investigate differences. Back to step 2.
  4. Compare with targets and tiers
  5. Draft review
  6. Partner manager approvesThe agent waits here for your OK.
  7. Review held

How it decides

It compares results with targets and tiers.

  • Tier changes need two quarters
  • Actions tracked
  • Differences over 5% investigated

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Targets
  • Tiers
  • Template
  • Threshold

What keeps you in control

It always asks you first

  • Review
  • Tier changes

Hard limits

  • No commitments
  • Data protected

It stops when

  • Done: review
  • Stop: partner exits

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensAfter Q2 the agent pulls data for 18 partners. The check fails for one: the partner reports $410,000 in sourced revenue, but the CRM shows $352,000. The agent finds 2 deals logged under another partner and asks the partner manager to confirm. After correction the partner reaches $398,000, just under the gold threshold of $400,000. The agent drafts the review with a path to gold, and the partner manager approves it on July 9.

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