Partner Dashboard

The Partner Dashboard is a default landing page when you're logging into Partner Portal and it is a reporting screen in the Partner Portal that summarizes account totals, engagement, churn risk, and revenue exposure across the accounts you resell.

In this article, you'll learn what each widget on the Partner Dashboard shows, how its data is calculated, and which controls are available.

The dashboard has two tabs:

• Overview – account totals, engagement, customer health, onboarding tasks, and plan-limit usage.

• Churn & Retention – churn-risk distribution, prediction types, portfolio health, and predicted revenue exposure.

Take note

• The dashboard only includes accounts you resell. Referred and affiliate accounts are excluded from every widget.

• Most widgets refresh once per day and lag account activity by approximately two to three days. A change made in an account today is not expected to appear in the dashboard today.

• The four headline tiles on the Overview tab are the exception. They query account data directly and are cached for about five minutes, so they reflect recent changes faster than the other widgets.

• At risk ARR and Prediction type describe predicted outcomes, not events that have already happened. At risk ARR is a three-month-forward prediction, not revenue already lost.

• Some widgets can disagree with each other by design because they use different data sources or definitions. See Why values can differ between widgets.

How it works

Each widget on the dashboard reads from one of two sources:

• Daily warehouse datasets – used by Accounts Engagement, the Churn & Retention risk tiles, Churn Risk Distribution Over Time, Prediction type, At risk ARR, MoM Change in Customer Health, and Accounts Population. These datasets are rebuilt once per day, so the dashboard is typically one to three days behind live account activity.

• Direct account queries – used only by the four headline tiles on the Overview tab (Upcoming cost, Clients, New Clients, Clients at risk). These are queried directly and cached in your browser for about five minutes.

Accounts Engagement and Churn Risk Distribution Over Time display the date through which their data is available. Use that date when interpreting the latest point on either chart. The remaining daily-dataset widgets display their own snapshot or month label instead.

Overview tab

The Overview tab displays the following sections in order:

1. Performance insights

2. Headline tiles

3. Accounts Engagement

4. MoM Change in Customer Health

5. Smart Start Guide

6. Accounts near their paid limit

7. Accounts Population

Performance insights

Performance insights are cards generated from account activity and account attributes during the previous reporting period. A card can identify:

• Accounts with a high churn risk

• Accounts with increased usage approaching a plan limit

• Accounts with a significant drop in engagement

• Accounts with positive results or expansion indicators

Each card shows a category (for example, Churn risk, Expansion, or Loyalty) and how long ago it was generated. Insights refresh monthly.

The dashboard and the Accounts Overview page use the same set of insights. Dismissing or acting on an insight in one location removes it from the other.

Available controls

• Select the previous or next arrow to move through the cards.

• Select Launch in ActiveIntelligence on a card to open a conversation about that insight.

KPIs

Additional detail for Upcoming cost:

• The amount uses your partner price — the price after discounts you pay ActiveCampaign — not the price you charge your client.

• An annual account contributes its full annual amount when its renewal falls in the 30-day window. A monthly account contributes one month.

• The value can change substantially between months when a large group of annual accounts reaches its renewal date in that window.

• An account that is cancelled but still active until the cancellation takes effect can still be included, because it remains billable during that period.

• This tile is not expected to match the Partner price column in Accounts Overview. That column shows the per-period price for every account regardless of renewal date; Upcoming cost includes only renewals due in the next 30 days.

The headline tiles are not clickable in this release and do not provide an account-level drill-down.

Accounts Engagement

Accounts Engagement is a daily line chart across your resold accounts, with three metrics:

Automations is a trailing-week measure plotted at daily points. Each point already represents a full week of activity, so adding the daily values together does not produce a weekly total.

The chart defaults to the most recent 30 days and supports a range of 1 to 37 days. The chart can contain fewer points than the selected range if less history is stored for your account — for example, if your Partner Portal account is new.

Available controls

• Select one or more metrics to display.

• Select a date range from 1 to 37 days.

• Select a metric in the legend to show or hide its line.

• Hover over a data point to see its exact value.

MoM Change in Customer Health

This widget compares account counts across four health statuses for the current and previous monthly snapshots:

• Churn

• Contraction

• Maintain

• Expansion

Each snapshot is labelled with its date. All four statuses are shown for both snapshots, including when a status is zero.

Health status is calculated from the change in an account's plan price between the two monthly snapshots. It is not a churn prediction, and it uses a fixed exchange rate so that currency movement alone cannot change an account's status. A churned account is counted only in the month it churned, not in every following snapshot.

Because this widget and the churn model answer different questions, an account can have a high churn prediction and still show as Maintain here if its plan price did not change between snapshots.

Only the current and previous monthly snapshots are available in this comparison.

Smart Start Guide

The Smart Start Guide is a checklist of Partner Portal setup, configuration, and training tasks, with a completion counter and separate To do and Completed sections. Each task includes a short description and an estimated completion time.

The task set can include:

• Partner setup — adding a payment profile, creating a sandbox account, launching a client account

• AI Customization Profiles — creating a profile, adding custom instructions, assigning accounts, and reaching 25%, 50%, and 75% coverage milestones

• Knowledge Base documents for support, campaigns, brand rules, benchmarks, and product and industry information

• Snapshots — creating a Snapshot and creating an account from a Snapshot

• API credentials, integrations, the prompt library, ActiveTraining, and Partner Certification

• Community, product education, and other partner resources

Task completion works in two ways:

• Setup and configuration tasks are marked complete automatically when the required account change is detected.

• Learning and resource tasks are marked complete after you open the linked resource.

Completed tasks remain visible in the guide. Select a task to open the related Partner Portal page or external resource.

Accounts near their paid limit

This section lists up to five accounts closest to a plan limit, in two views:

• Contacts

• User seats

Each account shows usage as a percentage and as a value against its limit. Only accounts using 80% or more of the selected limit are listed:

• 80%–89%: amber indicator

• 90% or more: red indicator

Available controls

• Switch between Contacts and User seats.

• Select an account name to open Accounts Overview, filtered to that account.

Accounts Population

This widget shows the portfolio distribution for the newest monthly health snapshot, across the same four statuses used in MoM Change in Customer Health: Expansion, Contraction, Maintain, and Churn.

It uses the same definition and snapshot period as the newest column in MoM Change in Customer Health, so the two are expected to match. This widget also appears on the Churn & Retention tab. It does not provide an account-level drill-down.

Churn & Retention tab

The Churn & Retention tab displays current risk bands, historical churn-risk distribution, prediction types, portfolio health, and predicted revenue exposure.

Risk tiles

The risk tiles show the number of accounts in each risk band and the change since the previous month. Selecting the information icon next to the Accounts overview heading displays:

Based on our churn model's daily prediction for each of your accounts. Updated once a day, so it can trail today's activity by a couple of days.

Each tile also has its own information icon. The tooltip text for each band is:

Healthy is the widest band. Based on the tooltip text, it includes accounts predicted to stay on their current plan (Maintain), accounts predicted to change plan rather than leave (Contraction or Expansion, at any confidence), and accounts the model has not yet scored. Accounts predicted to churn or cancel at low or minimal confidence are also included in Healthy, since only moderate, high, and very high confidence move an account into the Moderate risk or High risk tiles.

Healthy therefore means "not currently predicted to churn," not "confirmed to be in good standing."

Select the information icon on the section heading or on any tile to view its definition in the product.

Churn Risk Distribution Over Time

This chart plots the same High risk, Moderate risk, and Healthy bands used by the risk tiles, as monthly points over time, with up to 12 months of history.

For each month, the chart uses the latest day in that month for which prediction data is available — a month-end-style snapshot, not an average or a sum. All three bands are shown for every month, including when a band is zero. Chart labels use the month, not the sampled day.

Band definitions match the risk tiles exactly, including the rule that accounts with no prediction count as Healthy. The most recent point on this chart is expected to match the risk tiles when both refer to the same underlying snapshot.

Available controls

• Select Last 6 months or Last 12 months.

• Select a band in the legend to show or hide it.

• Hover over a month to see the exact count.

Accounts Population

This is the same widget shown on the Overview tab, using the newest monthly health snapshot and the same four statuses: Expansion, Contraction, Maintain, and Churn. It does not provide an account-level drill-down.

Prediction type

Prediction type shows account counts for the latest monthly prediction data, grouped by predicted behavior and prediction strength.

Behavior categories:

• Expansion

• Churn

• Contraction

Maintain is not shown in this chart. Maintain describes an observed plan-price change and appears only in the health widgets, not in the churn model's output.

Prediction strengths, from least to most severe:

• Minimal

• Low

• Moderate

• High

• Very high

Very high applies only to Churn; Expansion and Contraction do not reach that level. Not every behavior-and-strength combination occurs, and an absent combination is left blank rather than filled in.

This chart preserves the churn model's original output. The risk tiles apply a separate grouping that reclassifies some low-risk churn predictions as Healthy, so Prediction type and the risk tiles are not expected to show identical breakdowns.

Prediction data is rescored on a monthly schedule, so this chart can remain unchanged for several weeks between updates.

Available controls

• Select the risk-band breakdown.

• Select a prediction level in the legend to show or hide it.

• Hover over a bar to see the exact count.

At risk ARR

At risk ARR groups predicted annual revenue exposure by risk level, using a three-month prediction horizon. Rows are ordered from Very high to Minimal, and risk levels with no exposed revenue are omitted.

These figures are forward-looking predictions for the next three months. They are not revenue already lost, and Cost is not a net revenue forecast.

Amounts are already annualized. Do not multiply the displayed values by 12.

Very high rows show no Contracted amount, because Very high applies only to Churn. The Total is the sum of the displayed rows; it is not an additional amount.

If none of your accounts have predicted churn or contraction exposure, the table can be empty with a Total of zero. This is expected — accounts predicted only to expand do not produce At risk ARR rows.

Available controls

• Select View on a row to open the accounts included in that risk level.

Available history

The dashboard is not a long-term archive. Historical engagement beyond the retained daily points, and custom historical comparisons, are not available from the dashboard.

Why values can differ between widgets

Widgets use different data sources, time periods, and definitions. The following differences are expected and do not indicate an error:

• Clients at risk (Overview tab) uses a churn-risk score band and excludes unscored accounts. High risk (Churn & Retention tab) uses prediction type and prediction level, and includes unscored accounts in Healthy.

• An account can be High risk on the Churn & Retention tab and Maintain in MoM Change in Customer Health at the same time. One reflects a churn prediction; the other reflects an observed plan-price change.

• Prediction type preserves the churn model's original output. The risk tiles apply a separate grouping that reclassifies some predictions. The two are not expected to produce identical breakdowns.

• Upcoming cost includes only renewals due in the next 30 days. Accounts Overview can show a partner price for accounts with renewal dates outside that window.

• Referred and affiliate accounts are excluded from every dashboard widget and can explain differences between dashboard totals and your own records.

If a widget is empty when data is expected, if a displayed as-of date is significantly older than the normal refresh window, or if two widgets that should reconcile do not, contact Partner Support.