Analytics and exposure

See how much partner-attached pipeline you have, where it is concentrated, and which relationships are carrying it

Open the Analytics page

Click Analytics in the sidebar, under Work. The page title is "Analytics" with the subheading "Measures of your partner portfolio, computed from what Triad can see."

The Exposure section is the first thing on the page: "Where your partner business is concentrated, and which relationships carry it." It has three parts, in order — Revenue at risk, Concentration, and Widest blast radius.

Everything on this page is scoped to your partner portfolio. Deals with no partner attached are not part of it and are excluded. Triad does not hold your full pipeline or your full account list, so nothing here is a share of your total business.

Revenue at risk

The Revenue at risk panel shows the dollar amount of open, partner-attached deals sitting on at least one partner relationship that is trending down. Under the headline, it tells you what share that is of your total partner-attached open pipeline and how many deals it covers.

Expand Evidence on the panel to see the full split across four buckets:

• Trending down — logged interaction with the partner has been thinning out
• Stable
• Tightening — interaction is picking up
• Unknown — not enough logged interaction to read a direction

Each deal is counted once, at its full amount, in its worst bucket. The order is trending down, then stable, then tightening, then unknown, so the buckets never overlap and the four amounts add up to your partner-attached open pipeline.

Amounts are full deal value, not a credited slice. That is deliberate: losing a relationship does not cost you a percentage of the deal, it puts the whole deal in play.

The headline turns amber when more than 25% of partner-attached open pipeline is at risk.

Relationships carrying it

The panel beside it counts the partners currently trending down, and names the one carrying the largest amount. Expand Evidence to see every partner with its amount and deal count; each links to the partner page.

A deal with two trending-down partners on it contributes fully to both, so these per-partner amounts sum to more than the revenue-at-risk total. The page says this under the list.

Deals on relationships trending down

Below the panels is a list of up to 10 open deals, largest first, with the account, amount, close date, and the partners attached. A partner whose relationship is trending down is chipped in amber and reads "<Partner> · trending down."

Click a deal name to open the opportunity.

Concentration

Three panels sit under the concentration heading.

Partner-attached pipeline is the total open amount across every deal with at least one partner on it, counted once at its full amount. Expand Evidence for the open deal count, the partner count, and closed-won amount and count over the trailing 12 months.

Concentration is the share of total partner exposure carried by your top 3 partners. Each partner's exposure is the full amount of every open deal they are attached to, so the shares are computed against total partner exposure and sum to 100%.

Single-threaded accounts counts accounts where only one partner is present, out of all the accounts your partners touch. An account with exactly one partner has no second relationship to fall back on. Triad counts an account as partner-touched via partner-linked opportunities and explicit partner-account associations. The headline turns amber when more than half your partner-touched accounts are single-threaded.

Where the dependence sits

The ranked list below the panels shows every partner with its exposure amount, deal count, account count (and how many of those accounts it is the sole partner on), and a direction chip reading Loosening, Stable, or Tightening. The bar under each row is that partner's share of total partner exposure.

Because a deal with two partners counts fully toward each, the per-partner figures sum to more than the pipeline total. That is the point rather than a rounding error: losing either relationship puts the whole deal at risk.

Widest blast radius

The last card ranks the partner people carrying the most open exposure across the accounts they touch — name, employer partner, open amount, deal count, and account count. Click a name to open that contact and see the full breakdown.

What counts as an account this person actually touches is decided by the evidence model. See blast-radius.

Read a panel

Every panel on this page works the same way:

• The i button next to the panel title opens a short note explaining exactly how the figure is computed.
• Evidence expands to show the raw inputs behind the headline — counts, amounts, and links to the underlying partners.
• An amber note reading "With this few partners or deals, percentages move sharply on small changes" appears when your portfolio is thin: fewer than 3 partners, or fewer than 5 open partner-attached deals. The underlying counts are still exact; it is the percentages that are jumpy.

Where direction comes from

"Trending down," "loosening," and "tightening" all come from the same reading: a recency-weighted look at logged interaction with that partner over the last 180 days. Recent conversations count for more than old ones, so a relationship that was busy six months ago and quiet since reads as trending down even though the total volume looks fine.

This is a read of what has already happened, not a forecast. It depends entirely on activity being logged in Triad — a partner you talk to constantly but never capture will read as trending down.

Common gotchas

Amounts double-count across partners on purpose. Any per-partner or per-person breakdown on this page sums to more than the portfolio total when deals have multiple partners on them.

Percentages are portfolio-relative, never a share of your whole business. "25% of partner-attached open pipeline" does not mean 25% of your company's pipeline.

Deals with no partner attached never appear here, in any figure.

Unknown direction is not the same as stable. It means there is not enough logged interaction in the last 180 days to read a direction at all.