Documentation
Multi-dimensional partnership health score
The Partnership Scorecard gives you a structured, multi-dimensional read on how a partner relationship is performing — not a single CRM field or gut feel. It is designed for portfolio reviews, executive readouts, and deciding where to invest alliance time this quarter.
Triad scores each dimension on a 1–5 scale with trend (improving, stable, declining) and evidence text:
• Revenue contribution • Activity intensity • Account coverage • Joint pipeline health • Execution health (project delivery) • Relationship sentiment (from captured conversation analysis) • External signals (partner news and market context)
A composite score rolls up to a category: Strong, Healthy, Acceptable, At risk, or Significant concern. Risk flags call out dimensions that need attention with severity and suggested actions.
Open the partner → Partnership Scorecard. Choose the period (for example the quarter you are reviewing) and run generation.
The skill assembles pipeline totals, activity counts, implementation health, Read the Room snippets, and signal data already in Triad. Review the dimension cards, read evidence strings, and use recommendations for QBR prep or internal staff meetings.
Export or share a PDF when you need a static artifact for leadership.
Sparse data produces conservative or null dimension scores. Capture activities and import pipeline before expecting rich evidence.
Relationship sentiment leans on analyzed transcripts — run Read the Room on key meetings first.
The scorecard reflects Triad data at generation time. Regenerate after major captures or imports rather than reusing a stale quarter-end run from six weeks ago.