Partner Dashboard

This is the help text the console shows in the help panel on this page.

The Partner Dashboard is the first screen of the Partner Portal. It gives you a one-page summary of your client portfolio so you can see where to spend your time today.

What you see

• Portfolio Hotspots — client organizations that need attention, with their Critical and Open Actions counts and an AI Priority reason. View All opens the Portfolio.
• Referral Revenue — Total Earnings, Active referrals and your Payout. View Referrals opens the Referral Program.
• Report Status — how many client reports are Generating, Ready or Due. View Orgs takes you to your clients.
• Pending Invites — client organizations waiting for you to accept access. Invite Center opens the list of invitations.

If you have no clients yet, the hotspots list says so; add one from the Portfolio page. Partner Owners and Partner Managers can open the dashboard; see Roles & Permissions for the difference.