As a HubSpot partner, managing your clients and partner tier is important to your business. Use the partner dashboard to view and manage your clients, understand your partner tier, and reach the HubSpot team that supports you as a partner.
View and manage your clients
- In your HubSpot account, navigate to Partner > Dashboard.
- In the Alerts section, view the number of upcoming renewal decisions.
- In the Clients section, view a table of your client's information, including the products they own, the relationship, their usage of the HubSpot product, and the monthly recurring revenue associated with them.
- To access more information on an existing client, hover over the client, click the Actions dropdown menu and select one of the following options:
- Client details: view the specific client's details in the right panel.
- On the Client Details tab, view the client's company information, the subscriptions they have with HubSpot, and their contact and email tiers.
- To view the current renewal communication owner, the HubSpot renewal manager, and details of the current subscription and renewal subscription, click the Renewals tab
- To view the products and apps that the client is using, click the Portal usage tab.
- To view the client's platform engagement score, click the Platform Engagement tab. Learn more about analyzing and managing client engagement.
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- Company in CRM: access the company record of your client in your companies dashboard.
- Go to clients account: access the client's HubSpot account.
- End services: remove the client from your clients list.
View your partner tier
- In your HubSpot account, navigate to Partner > Dashboard.
- Click the Tier tab.
- In the top report, view your current credited tier, current performance, median app usage, and partner certified status. The information represented in this report is updated daily between 6AM and 8AM.
- In the Sold tier credit over time report, view the tier credit you've sold over time.
- To view further details for a specific month, click a month on the graph.
- In the Total sold tier credit breakdown, you can view the below:
- New credit: credit sold from new client purchases.
- Increased credit: credit sold from existing client upgrades and add-ons.
- Expired/churned credit: credit losses from clients with purchases older than twelve months or who are no longer paying clients.
- Decreased credit: credit losses from clients who downgraded or generated lower Monthly recurring revenue (MRR).
- Total sold tier credit: the total amount of sold tier credit.
- Navigate to the Total, Gained and Lost tabs to view a breakdown of total tier credit, gained tier credit, and lost tier credit.
- To view further details about a specific client, click the client's name.
- In the right panel, view your client's details, renewal and usage.
View and reach your HubSpot Team
- In your HubSpot account, navigate to Partner > Dashboard.
- Click the HubSpot Team tab.
- View your current Channel Account Manager and Channel Consultant, with a brief description of how they support you as a partner.
- Click Send email to send your Channel Account Manager or Channel Consultant an email with your queries from your default email client.