Relationship map

See executive and field coverage across your partner ecosystem, and find gaps

The Relationship Map shows how well you're connected across each partner at every level — from executive sponsors down to technical owners — and highlights where coverage is thin.

The page

Open Relationships in the sidebar. It's titled "Relationship Map" with the subheading "Executive and field alignment across your partner ecosystem." A Filter by partner dropdown lets you focus on one partner (or its hierarchy), with options grouped by hierarchy root.

Coverage overview

The Coverage overview matrix puts partners in rows and the four relationship levels — Executive, Leadership, Field, Technical — in columns. Each cell shows a colored dot:

• Green — strong or moderate activity health at that level
• Orange — at risk, or contacts exist but activity is stale
• Red — no contact mapped at that level (a coverage gap)

Click a partner name to scroll to its detailed section.

Per-partner detail

Below the matrix, each partner breaks out into its four levels. Every level shows the contacts mapped there with their relationship owner, a health dot (based on how recently you've had activity with them), and their last activity date. A + Add button on each level opens a modal to map a contact there. Levels with no contact show "No contact mapped" and a prompt to add someone. Sub-partners appear in a collapsible "Sub-entities" section.

Common gotchas

The coverage matrix is built from hierarchy-root partners. Orphan partners (those with no parent and not set as a root) appear below the matrix but aren't rows in it — so if a partner seems missing from the grid, check whether it's an orphan or a sub-entity.

Contact health here is driven by activity recency. A contact you mapped but haven't engaged recently will show orange or red even though the relationship is "mapped" — that's the point: it flags coverage that's gone cold.

FAQ

What makes a cell red?

No contact is mapped at that level for that partner. It's a coverage gap — add someone at that level to start tracking alignment.

How is contact health calculated?

From how recently you've captured activity involving that contact. Stale relationships fade from green to orange to red, prompting you to re-engage.

Why isn't a partner in the matrix?

The matrix uses hierarchy roots. Orphan partners and sub-entities show below or within their parent's section rather than as their own matrix row.