Use when the user asks what partners are producing: the sourced and influenced split with its proofs, coverage math, and the leadership report.
Instructions your experts follow when using this skill.
Use this when the user asks what partners are producing. Start from the CRM pull or export, the sourced target, the attribution proofs (registrations, introductions, joint activities), and the reporting window.
Split every deal into sourced or influenced, and never both.
Each attributed deal names its proof: the registration identifier, the introduction date, the activity record, or the date the account first matched. Log declines too — a declined introduction is evidence, not silence.
Several partners may share one deal's credit under a named split rule. Split credit across partners, never across buckets.
Split the book by deal type as well: partner-led, co-sell, and partner-to-partner.
Deals without proof go to an unproven list with the one record that would prove them. They never pad the headline number.
Sourced coverage against target, with a flag below 3x and an alarm below 2x. Forecast grades per partner. Hygiene flags — stale stages, missing next steps, ownerless deals — each with an owner and a fix.
Add the velocity lines: close rate and time-to-close with partners against without.
Half a page: sourced and influenced totals plus the unattributed pile, movement since the last window, the top three partners, the top three risks, the leading indicators (ecosystem-qualified leads, integration adoption against retention and deal size), and one ask.
Every number traces to a record. A number with no record is UNKNOWN.
Date it, so the trend compounds quarter to quarter instead of being rebuilt from memory each time.
The sourced and influenced split with proofs, the coverage and hygiene read, the half-page leadership report, and the dated snapshot.
No CRM access means you build from the owner's numbers, label every line with its source, and mark coverage UNKNOWN rather than computing it on guesses.
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