Prove your ecosystem drives revenue
The Performance Dashboard shows which deals your partners are influencing, which reps are turning those insights into pipeline, and where missed plays are costing you—right inside Salesforce, where your team already works.
Reveal partner-influenced deals hiding in plain sight
Surface the open opportunities where partner overlap already exists so your team can prioritize high-potential deals, accelerate pipeline movement, and engage the right accounts at the right time.
Track the revenue impact of your ecosystem with precision
Compare outcomes on deals won with and without ecosystem engagement — like win rates, deal sizes, and time-to-close — to clearly demonstrate the value of leveraging your ecosystem.
Track how reps use ecosystem data and coach the ones who don’t
See exactly which reps are using partner data and which ones are leaving value on the table. Track engagement at the individual rep level to uncover patterns, scale what’s working, and coach your team to turn untapped ecosystem insights into closed revenue.
Spot the deals you could have won
See which closed/lost opportunities your team worked solo where a partner could have made the difference. Use these missed moments to coach reps, improve workflows, and ensure high-potential deals don’t fall through the cracks again.
Fuel pipeline growth with your highest-performing partners
Double down on the partners that drive results. Know exactly which partners are influencing the most revenue. Use leaderboard insights to prioritize enablement, align on co-sell strategy, and replicate what’s working.
Bring ELG to life
Discover three proven plays used by Rokt's VP of Channel Partnerships, Rayan Nahas to source new deals, tailor go-to-market messaging, and prioritize accounts using Ecosystem Intelligence — directly inside HubSpot.
Learn how Fivetran arms their sales team with deal-winning data in this excerpt from Crossbeam CEO Bob Moore’s new book.
Understand the perspective of revenue leaders about partnerships and discover actionable strategies to strengthen your relationships with Sales.
Frequently asked questions
Ecosystem engagement is recorded when an open opportunity has at least one engagement activity including: researching accounts on Crossbeam Copilot, sending messages to key contacts, or creating lists.
With Crossbeam’s Performance Dashboard, you can see which reps are actively using partner insights in their deals, including specific engagement activities and usage of tools like Copilot. This helps sales managers coach their teams and scale what’s working.
Unlike traditional sales dashboards, the Performance Dashboard is built specifically to measure the impact of ecosystem-led strategies. It tracks partner influence, team engagement, and revenue outcomes all in one place—providing insights that standard CRMs and BI tools miss. It is also accessible directly within Salesforce.
Turn your ecosystem into your #1 revenue source
Instantly capture insights from your ecosystem in less than a minute.