// Co-sell Intelligence

Partner Pipeline Dashboard

Track co-sell opportunities, consumption targets, and deal velocity across all SME&C solution areas.

All Areas
App & Infrastructure
Data & AI
Modern Workplace
Business Applications
Security
Active Co-Sell DealsLive pipeline — edit, add or remove deals below
Deal NameSolution AreaPartner Value (ARR)StageClose DateStatus
Consumption vs TargetBy solution area — current quarter
Log New Co-Sell DealCapture opportunity details
// Governance & Review

QBR Command Centre

Drive quarterly business reviews with structured execution tracking, gap analysis, and exec-ready output.

Gap Analysis by Solution AreaRAG status + gap to target — update each MBR/QBR
Open Blockers & EscalationsResolve before next QBR
Next QBR AgendaEdit or reorder — share with exec team
QBR Package Ready
Generate an exec-ready QBR summary covering all solution areas, gap analysis, blockers, and next steps.
// Partner Enablement

Copilot & AI Readiness Benchmark

Assess partner readiness across four dimensions and generate a prioritised action plan for AI transformation.

💼
—
Sales Capability
Partner field team's ability to position, pitch, and close Copilot & AI solutions with enterprise customers.
⚙️
—
Technical Certifications
Coverage of Microsoft AI and Copilot certifications across the partner's delivery and pre-sales team.
📈
—
AI Pipeline
Volume and velocity of active AI/Copilot opportunities in co-sell with Microsoft, by stage and solution area.
🔥
—
Consumption & Adoption
Live Copilot seat activation and Azure AI workload consumption versus targets — the ultimate proof of partner impact.
Score Each DimensionRate 1–10 based on current partner state
💼 Sales Capability5
No AI pitch capabilityWorld-class AI GTM
⚙️ Technical Certifications5
No AI certsFull AI cert coverage
📈 AI Pipeline5
No AI dealsRich co-sell pipeline
🔥 Consumption & Adoption5
No live workloadsExceeding targets
Readiness OutputAuto-generated — updates live
Overall Readiness Tier
⚡ Developing
Dimension Scores
Prioritised Actions
// Campaign Architecture

GTM Co-Sell Planner

Architect and execute go-to-market campaigns with SI and SDC partners — from readiness through field activation to QBR review.

Campaign BuilderStep through each GTM phase — track completion per stage
Incentive & Programme ChecklistMicrosoft partner levers to activate per campaign
Campaign Milestone CalendarKey dates and owners
Campaign Plan Ready to Share
Export the full GTM plan — stages, incentives, milestones, and field activation checklist — for partner-facing alignment.
Data Sources
Connect live data sources to automatically populate and refresh dashboard metrics. Configure field mappings for each connection below.
Dynamics 365 CRM
Opportunities, accounts, pipeline stages
Disconnected
FIELD MAPPING
Deal Name→name
ARR Value→estimatedvalue
Stage→stagename
Close Date→estimatedclosedate
RAG Status→statuscode
Never synced
SharePoint Lists
QBR data, account plans, blockers
Disconnected
FIELD MAPPING
Deal Name→Title
ARR Value→ARRValue
Solution Area→SolutionArea
RAG Status→RAGStatus
Never synced
SaaS / REST API
Salesforce, HubSpot, or any REST source
Disconnected
Never synced
Note: In production, connect these sources via Microsoft Power Automate flows, Azure Logic Apps, or direct API calls. This UI provides the configuration interface — your backend service handles authentication and data refresh.
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Data Sources