Dashboard overview: Channel Manager

Dashboard overview: Channel Manager

Mindmatrix comes with many customizable dashboards which super admins may configure with widgets and update with banners and branding personalization options. The Channel Manager dashboard is typically used for Channel Managers, as well as Admins, to see high and low performing Users, as well as Organizations. 

Learn more about all widgets available for v4 dashboards here: Dashboard Widget Descriptions v4
Personalize your channel manager dashboard based on the goals you would like your team to achieve. You can add or remove widgets to share the right information with users at the right time.

  1. Web banner (default) - This customizable web banner can be replaced with an image overlayed with text or HTML.
  2. Channel engagement stats (recommended) - This widget provides a breakdown of the partner recruitment pathway and engagement funnel. Quickly review how many partner contacts have signed up, been converted into users, have completed revenue planning, certifications, met revenue goals based on opportunities registered, registered for MDF funds, and overall partner vibrancy and engagement as scored by the platform.
  3. User activity and assets feed (default)  - What are your users doing right now as they login, who have the most active users been recently?
  4. Partner activity and organization stats (default) - When are users logging in, registering opportunities, sending emails or completing other activities? How are partners working inside and outside of the platform?
  5. Organization Group activity breakdown (included with partner activity and organization stats) - Review how organization groups of partners are performing, based on your ability to access their stats.
Opportunity Summary (default) - A graph that displays the number of live, closed/won and closed/lost opportunities using the default fields within Mindmatrix. 

Organization Leaderboard (default) - Who are your top performing partners? View in-depth details on your best performers on the dashboard.


User Leaderboard (default) - Review top-performing users within your organization or organizations you manage.

Birds Eye: Organizations (default) - This is a high level activity overview map, which provides a breakdown of active organizations based on segmentation via the user scoring model.

    • Related Articles

    • Dashboard overview: Channel Partner (v4)

      Currently there are four different standard options designed specifically to enable Partners to the best of your portal's ability. Below you'll find the v4 channel partner dashboard widget options. As of Summer 2021 the new v5 widgets were released. ...
    • How do I select widgets to include in my dashboard?

      Selecting the right widgets is an important part of the setup process. This article will breakdown best use case widgets available between the available personas. Your consultant will also recommend widgets during the launch process based on your ...
    • Dashboard Overview: Partner Basic - Mindmatrix Bridge (Version 5)

      Currently there are four different standard options designed specifically to enable Partners to the best of your portal's ability. As of Summer 2021 the new v5 widgets were released and below you'll find the v5 Partner Basic - PRM standard dashboard ...
    • How do I add widgets to my dashboard?

      Only Channel clients that have the permissions can customize Dashboards for themselves, or their Users. (Note: If you have not assigned this Dashboard to a Role, it will not show for Users. Learn more about assigning Dashboards to Roles: How do I ...
    • How do I customize my dashboard? (For v4 and older)

      Only Channel clients that have the permissions can customize Dashboards for themselves, or their Users. (Note: If you have not assigned this Dashboard to a Role, it will not show for Users. Learn more about assigning Dashboards to Roles: How do I ...