Partner Pipeline Visibility Audit (Delivery)

Partner Pipeline Visibility Audit (Delivery)

1. 01

   Map every partner-influenced deal to a named owner in the CRM

   Confirm each opportunity has a primary sales owner and a partner contact, so pipeline reports reflect both direct and indirect revenue paths.

2. 02

   Verify deal registration records match live CRM opportunities

   Cross-check registered deals in the PRM against CRM opportunities to catch duplicates or missing registrations that distort forecasting.

3. 03

   Check stage definitions align across CRM and partner portal

   Ensure both systems use identical stage names and exit criteria, otherwise rollups will double-count or omit partner-sourced revenue.

4. 04

   Review partner-influenced pipeline value against last quarter's actuals

   Compare forecasted partner revenue to closed-won amounts from the prior quarter to spot systematic over-optimism in partner reporting.

5. 05

   Flag deals with no activity in the last 30 days for follow-up

   Stale opportunities inflate pipeline health metrics; assign them to account teams for re-engagement or stage adjustment.

6. 06

   Document data model mismatches between vendor tools and internal CRM

   Note where the partner platform's fields (e.g., partner tier, deal type) don't map cleanly to CRM fields, and create a translation table for reporting.

7. 07

   Share a corrected pipeline snapshot with delivery and leadership

   Distribute a reconciled view that separates direct, partner-influenced, and partner-sourced revenue so retainer forecasting uses accurate inputs.