Partner dashboard & leads — bRRAIn Docs

Operating the partner portal — dashboard, leads, deals, customers, and pipeline tracking.

Partner dashboard & leads

The partner portal is your daily working surface. This page walks through the dashboard, leads, deals, and customer-management views.

Dashboard

The home view shows:

  • YTD earnings — referral fees, reseller margin, cascade rewards combined.
  • Pipeline value — open deals × stage-weighted close probability.
  • Open leads — unworked or in-progress.
  • Active customers — customers currently subscribed via your route.
  • Tier progress — your trailing 12-month delivery and the gap to next tier.
  • Action items — leads waiting for next-step, deals approaching close, customers showing churn signals.

Leads

A lead is anyone you've introduced to bRRAIn who hasn't yet committed. The leads view is a table with:

  • Company name and primary contact.
  • Source (where you got them — campaign, event, referral, outbound).
  • Stage (new, contacted, qualified, proposal, negotiation, won, lost).
  • Owner (the team member working it).
  • Last activity (most recent action).
  • Next step (prompt for what's next).

Adding a lead

Click + New lead:

  • Company and contact info.
  • Source.
  • Initial notes.
  • Optional first-touch CTA (we send a welcome email branded as you).

Lead actions timeline

Click any lead to see their action timeline:

  • Pages they viewed on brrain.io.
  • Forms they submitted.
  • Downloads they made.
  • Demos they attended.
  • Communications you've logged.
  • Stage changes.

The timeline is a single source of truth for "what's the state of this lead."

Stage progression

Move leads through stages with drag-and-drop on the kanban view, or via the row action menu.

We track conversion rates per stage and surface anomalies — a lead stuck in qualified for 60 days, for example, gets flagged for re-engagement.

Lead intelligence

When permitted by data policy, lead actions on brrain.io (page views, form submits, etc.) flow into the timeline automatically. This requires the lead to have used a ?utm_source link associated with you, or to have been imported with a known email.

Deals

A deal is a converted lead — they've signaled buying intent and you've sized the deal.

The deals view tracks:

  • Deal value.
  • Currency.
  • Expected close date.
  • Stage (open, proposal, negotiation, closed-won, closed-lost, delayed).
  • Owner.
  • Probability (auto-calculated by stage; you can override).

Deal close triggers the customer-creation workflow described below.

Customers

When a deal closes-won, the lead becomes a customer. The customer view shows:

  • Their bRRAIn organization (if you have visibility).
  • Their plan tier and current monthly recurring revenue.
  • Their last billing event.
  • Health signals (last login, MAU, support-ticket counts).
  • Your earnings on this customer (referral, reseller margin, cascades earned).

Customer health is rolled up to identify churn risk. We surface:

  • Customers with declining MAU.
  • Customers with elevated support-ticket counts.
  • Customers approaching renewal with no recent activity.

You're prompted to engage proactively before renewal.

Pipeline reporting

Reports cover:

  • New leads per period.
  • Lead → deal conversion.
  • Deal → customer conversion.
  • Average deal size.
  • Sales-cycle length.
  • Cohort retention.

Exportable as CSV and PDF.

CRM integration

Bidirectional sync with major CRMs:

  • Salesforce.
  • HubSpot.
  • Zoho.
  • Microsoft Dynamics.
  • Pipedrive.

Sync runs continuously. New leads in your CRM appear in the partner portal and vice-versa.

Sharing with your team

Multi-seat partner organizations (Silver tier and above) can share the portal with team members:

  • Settings → Team → Add member.
  • Pick a role (Owner, Sales, Delivery, Read-only).
  • Member receives an invite.

Team-level activity rolls up to the parent partner.

Where to next