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Managing Partner Status Effectively

Marwan Said avatar
Written by Marwan Said
Updated this week

Every partner is at a different stage in their journey with you—from onboarding to high-performing. In Euler, you can define Partner Status using metrics that automatically track where a partner sits. This makes it easier to manage, support, and grow your partner ecosystem.

Why Use Partner Status?

  • Easier tracking: Quickly see which partners are onboarding, actively selling, or ready for expansion.

  • Better prioritization: Focus resources on partners who need the most support—or double down on top performers.

  • Targeted enablement: Deliver the right content, Flows, and campaigns based on where partners are in their journey.

  • Scalability: Automated tracking saves time compared to manual partner-by-partner check-ins.

Example Metrics for Defining Status

  • Onboarding: Signed agreement, completed training Flow, first certification achieved

  • Active: Registered X deals in last quarter, generated Y pipeline value, engaged with at least one campaign

  • Certified / Advanced: Achieved sales certification, attended partner webinars, added co-branded collateral to campaigns

  • High-Performing: Closed Z deals, exceeded revenue threshold, consistent engagement with reporting dashboards

  • Inactive: No deals registered in last 6 months, low or no engagement with content and Flows, missed check-ins or campaigns

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