Alex Buckles
The board slide that works for partner pipeline reporting has three numbers and nothing else. Partner-sourced ARR with three to five named accounts. Partner-influenced velocity lift measured in days reduced versus direct deals. Partner-sourced conversion rate compared to direct. No combined “total partner pipeline” headline. No engagement metrics. No forecast. Three credible numbers a CFO […]
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Alex Buckles
Partner attribution in B2B SaaS comes in three flavors: partner-sourced (the partner originated the deal), partner-influenced (the partner participated in the cycle), and direct (no meaningful partner involvement). The defensible default for most teams is to track all three separately in the CRM, apply a 14-day attribution window from deal creation, and only allow one partner to be attributed per deal. Mixing these into a single number is what makes CFOs distrust the partnerships function.
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Alex Buckles
The partner attribution window is the time between a partner’s first deal-cycle action (intro email, joint discovery, executive ping) and when attribution gets locked in the CRM. The defensible default is 14 days from deal creation. For long enterprise cycles (180+ days), you can extend to 30 days, but anything longer turns the attribution system into a backdating game.
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Alex Buckles
Partner attribution disputes kill deals when resolved late. Learn the three-step protocol to surface disagreements early, apply a written tiebreaker rubric, and escalate to a neutral reviewer—before the deal cycle matures.
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