Managing Partner Enrollments

Administrators can monitor partner progress throughout program participation and manage enrollment lifecycles to support partner success and strategic program objectives. Enrollment management provides detailed progress visibility, tier qualification tracking, and administrative tools that enable proactive partner engagement and informed tier advancement decisions across your entire partner ecosystem.

Partner enrollment management delivers comprehensive tracking capabilities including criterion-by-criterion progress analysis, tier progression visualization, manual recalculation controls, and enrollment modification tools that support partner development and program effectiveness measurement.

Requirements

To manage partner enrollments, users must be assigned a security role with one of the following permissions:

Administrator System Role
Users in Roles that have Additional Settings: Enable Partner Program Tiers Access

Understanding Enrollment Management

Enrollment Management Capabilities

Comprehensive Progress Tracking: Enrollment management provides detailed monitoring of partner achievement against all program criteria, showing current values, required thresholds, and percentage completion toward next tier qualification.

Tier Status Visibility: Visual tier progression displays show partner current placement, advancement toward higher tiers, and comparison of achievement across all program tiers.

Manual Recalculation Controls: On-demand recalculation enables administrators to provide real-time progress updates when partners request current status or after data corrections affect qualification calculations.

Enrollment Modification: Administrative tools enable tier placement adjustments, enrollment period extensions, primary user changes, and other enrollment property modifications that respond to evolving partner relationships.

Progress Tracking Framework

Automatic Calculation: The system automatically evaluates partner progress using the 5-minute delayed recalculation mechanism when changes occur that affect qualification status (criterion updates, enrollment date changes, currency modifications).

Primary User Access Dependency: All progress calculations query data using the Primary Partner User's data access permissions, ensuring only visible opportunities, leads, and course assignments are included in achievement measurements.

Enrollment Period Filtering: Progress calculations include only activities occurring within each partner's enrollment period (between Enrollment Date and Expiration Date) based on configured Attainment Date Field values.

Viewing Enrollment Details

Accessing Individual Enrollment Details

Navigate to Setup > Partner Management > Partner Program Tiers
Click the Enrollments tab
Click the enrollment name or partner account name to open the Enrollment Details page

Enrollment Details Page Overview

The Enrollment Details page provides comprehensive enrollment information organized into distinct sections that support thorough progress review and informed tier advancement decisions.

Main Information Section

The top section displays key enrollment properties and current status:

Program:

The partner program name
Click the program name to navigate to Program Details
Cannot be changed after enrollment creation

Partner Account:

The enrolled partner account name
Click the account name to navigate to Account Details
Cannot be changed after enrollment creation

Tier:

Current tier placement
Displays tier name assigned to partner
Can be changed via Edit to manually advance or adjust tier

Enrollment Date:

Start date of enrollment period
Establishes beginning of measurement window
Can be changed via Edit (triggers recalculation)

Expiration Date:

End date of enrollment period
Establishes conclusion of measurement window
Can be changed via Edit to extend or modify enrollment

Last Calculated:

Timestamp showing when progress was last recalculated
Format: MM/DD/YYYY HH:MM AM/PM
Updates after automatic or manual recalculation
Use this to verify recalculation currency

Tier Progress Visualization

The visual tier progress section provides graphical representation of partner advancement:

Current Tier Display

Tier Badge and Name:

Current tier highlighted with tier badge image
Tier name displayed prominently
Visual distinction shows current placement

Progress Percentage:

Numerical percentage showing progress toward next tier
Calculation based on criteria completion across all requirements
Example: "92% to Build" indicates 92% progress toward Build tier

All Tiers Display

Tier Progression Map:

Visual representation of all program tiers
Tier icons and names displayed in sequence order
Current tier highlighted for easy identification
Higher tiers shown to illustrate advancement pathway

Tier Names and Sequences:

Launch (Tier 1)
Build (Tier 2)
Scale (Tier 3)
Elevate (Tier 4)
(or custom tier names defined in program)

Interpreting Progress Visualization

92% to Build Example:

Partner is currently in Launch tier
Partner has achieved 92% of requirements for Build tier
Partner needs 8% more achievement to meet Build tier criteria
Visual progress bar shows completion toward next tier

Use Progress Visualization To:

Quickly assess how close partners are to tier advancement
Identify partners approaching qualification thresholds
Communicate progress status to partners during business reviews
Prioritize tier advancement decisions across multiple partners

Program Criteria Section

The Program Criteria section provides detailed achievement tracking for each criterion defined in the program.

Criterion Display Components

For each program criterion, the details page shows:

Criterion Name:

Descriptive name defined during criterion configuration
Examples: "Annual Partner Revenue", "Deal Registrations", "Sales Certifications Held"

Current Achievement Value:

Partner's current achievement against this criterion
Displayed in criterion-appropriate format (currency, count, percentage)
Examples: "$125,000", "15 registrations", "3 certifications"

Tier Threshold Values:

Required thresholds for each tier displayed in columns
Launch, Build, Scale, Elevate threshold values shown
Enables comparison of current achievement against all tier requirements

Visual Progress Indicators:

Progress bars showing completion percentage toward next tier threshold
Color coding or visual styling indicates achievement status
Example: Pink/magenta progress bar at 30% indicates 30% progress toward next tier threshold

Criterion Achievement Analysis

Interpreting Criterion Progress:

Annual Partner Revenue Criterion:

Current Value: $125,000
Launch Threshold: >= $25,000 (Achieved)
Build Threshold: >= $100,000 (Achieved)
Scale Threshold: >= $500,000 (Not yet achieved - 25% progress)
Visual: Progress bar shows 25% completion toward Scale tier

Deal Registrations Criterion:

Current Value: 15 registrations
Launch Threshold: >= 3 (Achieved)
Build Threshold: >= 10 (Achieved)
Scale Threshold: >= 25 (60% progress - needs 10 more)
Visual: Progress bar shows 60% completion toward Scale tier

Using Criterion Analysis:

Identify which specific criteria partners have achieved
Determine which criteria need additional focus or support
Communicate specific gap areas to partners during coaching
Set targeted goals for partners approaching tier qualification

Meeting Multiple Criteria

Tier Qualification Logic:

Partners must meet ALL criteria thresholds to qualify for a tier
Meeting some but not all criteria does not qualify for advancement
Use criterion-by-criterion analysis to identify which requirements block advancement
Focus partner development efforts on gap areas preventing qualification

Example Qualification Assessment:

Partner Progress Review:

Annual Revenue: 100% of Build threshold (Achieved)
Deal Registrations: 90% of Build threshold (Not achieved - needs 1 more)
Sales Certifications: 100% of Build threshold (Achieved)
Result: Partner does not qualify for Build tier due to Deal Registrations gap

Administrative Action:

Coach partner on submitting one additional deal registration
Monitor progress toward registration goal
Plan tier advancement communication for when criterion is met

Benefits Section

The Benefits section displays tier-specific rewards available at each program tier.

Benefit Display Components

Benefit Names:

Descriptive names from benefit library
Examples: "Partner Portal Access", "Margin Uplift", "MDF Allocation"

Tier-Specific Values:

Values configured for each tier displayed in columns
Launch, Build, Scale, Elevate values shown
Blank cells indicate benefit not available at that tier

Current Tier Benefits Highlighted:

Benefits available at partner's current tier are visually emphasized
Partners receive these benefits based on current tier placement
Higher tier benefits shown to illustrate advancement advantages

Benefit Value Examples

Benefit	Launch	Build	Scale	Elevate
Partner Portal Access	Yes	Yes	Yes	Yes
Margin Uplift	(blank)	5%	10%	15%
MDF Allocation	(blank)	$5,000	$20,000	$50,000

Interpreting Benefit Display:

Current Launch tier partner has Partner Portal Access only
Upon Build tier advancement, partner gains 5% Margin Uplift and $5,000 MDF
Scale and Elevate tiers show progressively greater benefit values

Using Benefit Information

Partner Coaching:

Show partners specific benefits they will gain upon tier advancement
Quantify value increase between current and next tier
Use benefit comparison to motivate advancement efforts

Tier Advancement Communication:

Reference specific new benefits when announcing tier advancement
Explain how to access and utilize newly available benefits
Remind partners of benefit value increases at higher tiers

Program Effectiveness:

Review whether benefit structures motivate partner advancement
Assess whether benefit differentiation is meaningful
Adjust benefit values if progression incentives are insufficient

Manual Recalculation

The Enrollment Details page includes manual recalculation functionality for on-demand progress updates.

Accessing Manual Recalculation

Located in the upper right of the Enrollment Details page, the Recalculate button triggers immediate progress recalculation for the specific partner enrollment.

When to Use Manual Recalculation

Partner Status Requests:

Partner asks for current tier qualification status
Partner wants to verify recent activities have been counted
Partner needs real-time progress before business review meetings

Data Correction Verification:

After correcting opportunity amounts, stages, or dates
After updating lead approval statuses or registration details
After confirming course completion records

Criterion Configuration Testing:

After modifying criterion filter logic
After changing Attainment Date Field selections
After adjusting criterion threshold values

Primary User Access Changes:

After expanding Primary Partner User data access permissions
After correcting data visibility configurations
After verifying user can access all relevant records

Manual Recalculation Procedure

Navigate to the Enrollment Details page for the specific partner
Click the Recalculate button in the upper right corner
The system immediately processes the recalculation
The Last Calculated timestamp updates to reflect current date and time
All progress indicators, criterion values, and tier progress percentages refresh based on current data

Recalculation Scope

Important: Manual recalculation processes only the specific partner enrollment being viewed.

Recalculation Does NOT:

Affect other partners enrolled in the same program
Trigger recalculation for other programs
Change criterion configurations or threshold values
Modify enrollment dates or tier placement

Recalculation DOES:

Query current opportunities, leads, and course assignments
Apply current filter logic and criterion configurations
Use current Primary Partner User access permissions
Update progress indicators and tier completion percentages
Refresh Last Calculated timestamp

Verifying Recalculation Results

After manual recalculation:

Check Last Calculated:

Verify timestamp shows current date and time
Confirms recalculation completed successfully

Review Criterion Values:

Check that current achievement values reflect recent activities
Verify newly counted records appear in totals
Confirm corrected data is reflected in calculations

Assess Tier Progress:

Review updated progress percentage toward next tier
Determine if partner now qualifies for advancement
Identify remaining gaps if qualification not yet achieved

Communicate with Partner:

Provide updated progress information if partner requested status
Explain any changes in qualification status
Set expectations for tier advancement timing

Editing Enrollments

Enrollment editing enables administrators to modify tier placement, extend enrollment periods, update primary users, and adjust enrollment properties that respond to evolving partner relationships.

Accessing Enrollment Edit

Navigate to the Enrollment Details page
Click the Edit button in the upper right corner
The Edit Enrollment dialog displays

Editable Enrollment Fields

Primary Partner User:

Purpose: Change the user whose access permissions govern progress calculations
When to Edit:
- Original primary user leaves partner organization
- Different user has more comprehensive data access
- Role changes within partner organization
Impact: Changing Primary Partner User may affect progress calculations if new user has different access permissions
Best Practice: Verify new user has administrator-level access to all partner records before saving

Tier:

Purpose: Manually advance partner to higher tier or adjust placement
When to Edit:
- Partner meets all qualification criteria for higher tier
- Strategic business decision to adjust tier placement
- Recognition of special circumstances or achievements
Important: This is the ONLY way to advance partners to higher tiers; system does not automatically promote
Process: Select new tier from dropdown, save, and communicate advancement to partner

Enrollment Date:

Purpose: Modify the start date of the enrollment period
When to Edit:
- Correcting enrollment date entry errors
- Aligning enrollment with contract start dates
- Backdating enrollment to include historical activities
Important: Changing Enrollment Date triggers recalculation because measurement period changes
Caution: Backdating may include unintended historical activities in progress calculations

Expiration Date:

Purpose: Extend or modify the end date of the enrollment period
When to Edit:
- Extending enrollment for contract renewals
- Aligning with new fiscal year or program periods
- Shortening enrollment for program changes
Common Use: Extend Expiration Date by 12 months when renewing annual partner relationships

Non-Editable Fields:

Partner Account:

Cannot be changed after enrollment creation
Field is locked to maintain enrollment integrity
To change accounts, delete enrollment and create new one

Program:

Cannot be changed after enrollment creation
Field is locked to maintain enrollment integrity
To change programs, delete enrollment and create new one

Saving Enrollment Changes

Review all modifications for accuracy
Verify tier advancement is appropriate if Tier was changed
Click Save to apply changes
If Enrollment Date was changed, system schedules recalculation within 5 minutes
Enrollment Details page updates to reflect new values
Communicate changes to partner if tier or dates were modified

Manual Tier Advancement

Manual tier advancement is a critical administrative function that enables strategic control over partner progression.

Tier Advancement Decision Process

1. Progress Review:

Navigate to Enrollment Details
Review all criterion current values against next tier thresholds
Verify partner has met or exceeded ALL criteria for next tier
Check progress percentages show 100% or greater for all criteria

2. Custom Criteria Verification:

If program includes Custom criteria, verify manual completion
Review required documentation or evidence
Confirm qualitative requirements are satisfied
Document verification for audit purposes

3. Business Considerations:

Consider strategic value of partner relationship
Review partner engagement and loyalty
Assess timing of advancement announcement
Plan recognition and communication activities

4. Execute Tier Advancement:

Click Edit on Enrollment Details page
In Tier field dropdown, select the new higher tier
Click Save to apply tier advancement
Partner immediately sees new tier status and benefits in portal

5. Partner Communication:

Send congratulatory message acknowledging achievement
Explain new benefits available at higher tier
Provide guidance on accessing/utilizing new benefits
Set expectations and goals for next tier advancement

Why Manual Tier Advancement?

Strategic Control: Manual advancement ensures administrators maintain oversight of tier progression and can align decisions with broader business relationship management.

Verification Opportunity: Manual process provides opportunity to verify all requirements including custom criteria that cannot be automatically calculated.

Relationship Management: Manual advancement enables strategic timing of announcements, recognition activities, and benefit activation that maximize motivational impact.

Flexibility: Manual control accommodates special circumstances, strategic partner promotions, and business decisions beyond automated calculation logic.

Tier Advancement Best Practices

Regular Progress Monitoring:

Schedule weekly or monthly reviews of all enrollments
Identify partners approaching 90-95% qualification
Proactively monitor criteria preventing advancement
Plan advancement communications in advance

Documentation Standards:

Maintain records of tier advancement decisions
Document qualification verification for custom criteria
Note business rationale for strategic promotions
Keep audit trail of tier placement changes

Communication Excellence:

Prepare congratulatory messages before advancement
Include specific achievement details in communications
Clearly explain new benefit availability and access
Set goals and expectations for next tier

Recognition Activities:

Coordinate tier advancement with other recognition programs
Consider public announcements for significant advancements
Provide tier badges, certificates, or other tangible recognition
Leverage advancement for marketing and relationship building

Monitoring Multiple Enrollments

Program-Level Enrollment Monitoring

To monitor all partners enrolled in a specific program:

Navigate to Setup > Partner Management > Partner Program Tiers
Click the Programs tab
Click the program name to open Program Details
Click the Enrollments tab (if available in program view)
View all enrollments for that program

Alternatively:

Navigate to Enrollments tab
Use Filter button to select specific program
View filtered list showing only enrollments for selected program

Enrollment List Analysis

The Enrollments listing provides overview information for multiple partners:

Tier Distribution Analysis:

Count how many partners are in each tier
Identify tier concentration patterns
Assess whether tier structure is balanced
Determine if progression pathway is effective

Enrollment Date Review:

Identify enrollments approaching expiration dates
Plan renewal activities for expiring enrollments
Ensure consistent enrollment timing across cohorts
Schedule proactive outreach before expirations

Partner Account Identification:

See all enrolled partner accounts at a glance
Identify partners not yet enrolled who should be
Verify appropriate partner selection for program participation

Identifying Partners Needing Attention

Partners Approaching Tier Qualification:

Use progress percentages to identify partners at 85-95% toward next tier
Prioritize these partners for coaching and support
Plan tier advancement communications
Provide targeted assistance to help partners achieve final criteria

Partners with Expiring Enrollments:

Sort by Expiration Date to identify upcoming expirations
Initiate renewal conversations 60-90 days before expiration
Prepare contract renewal or extension documentation
Ensure continuous program participation

Partners with Stalled Progress:

Identify partners with low progress percentages
Review criterion-by-criterion details to understand gaps
Provide targeted coaching on specific criteria
Consider whether partners need additional support or resources

Best Practices for Enrollment Management

Regular Progress Review

Scheduled Review Cadence:

Weekly: Review partners approaching tier qualification
Monthly: Comprehensive review of all enrollments
Quarterly: Strategic assessment of program effectiveness and tier distribution

Review Checklist:

Partners within 10% of tier qualification
Enrollments expiring in next 90 days
Partners with unchanged progress for 60+ days
Custom criteria requiring verification
Primary Partner User access issues

Proactive Partner Engagement

Progress Communication:

Provide quarterly progress updates to all enrolled partners
Share specific achievement data and gap analysis
Offer coaching on criteria preventing advancement
Celebrate milestones and achievements

Support and Enablement:

Identify partners needing additional training or certification
Provide guidance on deal registration best practices
Offer business development support to increase revenue
Connect partners with resources to accelerate progress