Define 'sourced' and 'influenced'
A sourced opportunity begins because of the partner; an influenced opportunity may have existed already but involved the partner. Keep these categories separate to avoid inflating one metric.
Create a durable partner identifier
Ensure each referral, link or registered deal carries a partner identity into the CRM or customer system.
Choose authoritative revenue fields
Use a consistent stage and revenue source for reporting. Decide how expansion, refunds and recurring revenue should be treated.
Connect rewards to the reporting model
The commission engine should use the same underlying customer and revenue events as your partner reporting whenever possible.
Audit regularly
Sample partner-sourced deals and trace them from source to CRM to reward. The audit catches integration gaps before they become payout disputes.
Explore PartnerStack tracking
Evaluate attribution and CRM synchronization with your revenue model.
Explore PartnerStack tracking →Customer evidence: Omnisend customer story
This official public PartnerStack customer video is included because the Omnisend story directly supports the workflow discussed on this page. Customer-specific results remain specific to that customer.
Source basis
This page was synthesized from the supplied approved/public PartnerStack source library. Product capabilities can change; verify current details with the vendor.
- Payments Explainer
- Referral and Reseller One Pagers
- CallRail and Omnisend customer stories