CRM Enterprise Partner Assign Module
Analyze leads and opportunities by reseller partner geographic location with advanced analytics tools.
CRM Enterprise Partner Assign module integrates CRM Enterprise and Website CRM Partner Assign, extending advanced analysis views to support geographic location analysis of reseller partners.
Track partner performance by region, optimize assignment strategies, and analyze conversion rates by geographic area with Pivot View, Cohort View, and Graph View.
Key Features
Key points
• Analyze leads/opportunities by assigned partner geographic location.
• Integrate Geo Latitude and Geo Longitude fields into analysis views.
• Support Pivot View, Cohort View, and Graph View with geographic data.
• Analyze reseller performance by geographic region.
• Track conversion rates and revenue by territory.
• Optimize partner assignment strategy based on data.
Requirements
Key points
• CRM Enterprise module installed.
• Website CRM Partner Assign (Resellers) module installed.
• Partner data with geographic information available.
• Module auto-installs when all dependencies are met.
Core Terminology
| Fields | Description |
|---|---|
| Assigned Partner | Reseller assigned to handle lead/opportunity. |
| Geo Latitude | Latitude coordinate of reseller partner. |
| Geo Longitude | Longitude coordinate of reseller partner. |
| Partner Assignment | Process of assigning partners to leads/opportunities. |
| Territory Management | Geographic area division and management. |
| Pivot View | Multi-dimensional data analysis view. |
| Cohort Analysis | Time-based group behavior analysis. |
Analysis with Pivot View
Pivot View enables multi-dimensional analysis of leads and opportunities with filtering and grouping by partner geographic location.
Key points
• Filter by region: Geo Latitude > 10 AND Geo Latitude < 20 (Southern VN).
• Analyze by Stage to view each partner's pipeline.
• Compare Expected Revenue between partners in same region.
Steps
1. Go to CRM → Reporting → Pipeline Analysis.
2. Select Pivot view (pivot table icon).
3. Click Filters → Add Custom Filter to filter by Geo Latitude or Geo Longitude.
4. Click Group By → Assigned Partner to view distribution by partner.
5. Set Measures (Expected Revenue, Count) to analyze metrics.
6. Use Rows and Columns to create multi-dimensional analysis table.
Cohort Analysis Over Time
Cohort View enables time-based behavior analysis of leads/opportunities, combined with geographic data to compare performance across regions.
Key points
• Compare conversion rates between different geographic regions.
• Identify cohorts with highest retention rate.
• Analyze trends over time for each partner.
Steps
1. Go to CRM → Reporting → Pipeline Analysis.
2. Select Cohort view.
3. Choose Measure: Count, Expected Revenue, or other metrics.
4. Choose Interval: Day, Week, Month, or Year.
5. Choose Timeline: Create Date, Date Closed to group by time.
6. Add filter by Geo Latitude/Longitude to analyze by region.
Graph Analysis (Graph View)
Graph View provides data visualization with multiple chart types, supporting analysis by partner and geographic region.
Steps
1. Go to CRM → My Pipeline or Reporting.
2. Select Graph view (chart icon).
3. Choose chart type: Bar Chart, Line Chart, or Pie Chart.
4. Set Group By: Assigned Partner, Create Date, Stage.
5. Choose Measure: Expected Revenue, Count, or other metrics.
6. Add Custom Filter to filter by geographic region.
Chart Types and Applications
| Chart Type | Application | Recommended Setup |
|---|---|---|
| Bar Chart | Compare revenue between partners | Group by: Assigned Partner, Measure: Expected Revenue |
| Line Chart | Track trends over time | Group by: Create Date (Month), Measure: Count |
| Pie Chart | Distribution ratio by partner | Group by: Assigned Partner, Measure: Count or Revenue |
Territory Management and Assignment
Use geographic data to manage territories effectively and optimize partner assignment strategy.
Key points
• Define geographic areas for each partner based on Latitude/Longitude.
• Analyze lead/opportunity density by region to discover potential areas.
• Track partner coverage in assigned territories.
• Identify regions lacking partners or with high demand.
• Optimize assignment based on geographic distance and performance.
Partner Performance Tracking
Detailed analysis of each reseller partner's performance to evaluate and improve collaboration strategy.
Key points
• Conversion rate: Number of Won opportunities / Total leads.
• Average revenue: Expected Revenue / Count.
• Processing time: Average Days to Close.
• Retention rate: Cohort analysis by partner.
Steps
1. Go to CRM → Reporting → Pipeline Analysis.
2. Select Pivot View and set Rows: Assigned Partner.
3. Set Columns: Stage to view pipeline.
4. Add Measures: Expected Revenue, Count, Days to Close.
5. Add filter by time period and geographic region.
6. Compare results between partners.
Geographic Region Analysis
Use Custom Filter with Geo Latitude and Geo Longitude to analyze specific geographic regions.
Example filters for Vietnam regions
| Region | Latitude Filter | Description |
|---|---|---|
| Northern | Geo Latitude > 20 | From Thanh Hoa northward |
| Central | Geo Latitude > 16 AND < 20 | From Quang Binh to Thua Thien Hue |
| Southern | Geo Latitude > 10 AND < 16 | From Da Nang to Ca Mau |
| Ho Chi Minh City | Geo Latitude > 10.7 AND < 10.9 | Ho Chi Minh City area |
Commission Tracking
Combine with partner assignment data to calculate and track reseller commissions.
Key points
• Identify revenue generated by each partner via Expected Revenue.
• Calculate commission based on percentage rate for each partner.
• Track Won opportunities to confirm actual commissions.
• Use Pivot View to aggregate commissions by month/quarter.
• Export data to integrate with payment systems.
Optimize Assignment Strategy
Use analysis data to improve partner assignment process and increase business efficiency.
Steps
1. Performance analysis: Identify partners with highest conversion rates.
2. Region analysis: Find areas with high demand but lacking partners.
3. Time analysis: Compare Days to Close between partners.
4. Revenue analysis: Evaluate average Expected Revenue per partner.
5. Action: Assign more leads to effective partners.
6. Expansion: Recruit more partners in underserved areas.
7. Training: Improve performance of weak partners.
Integration with Map View
If web_map module is installed, data can be visualized on maps.
Key points
• View leads/opportunities on map by geographic location.
• Visualize partner and lead distribution by region.
• Identify distance between leads and assigned partners.
• Discover lead clusters to optimize assignment.
• Assess coverage of partner network.
Best Practices
Key points
• Ensure partners have accurate Latitude/Longitude information.
• Use Saved Filters to store commonly used geographic filters.
• Combine multiple Measures in Pivot View for comprehensive analysis.
• Export data to Excel for advanced analysis or reporting.
• Set up Scheduled Actions to send periodic reports.
• Use Dashboard to track partner KPIs in real-time.
• Analyze Cohorts monthly to track long-term trends.
• With large datasets, use indexes on geographic fields for performance.
Geographic Data Fields
Geographic fields in analysis views
| Field | Type | Description | Usage |
|---|---|---|---|
| partner_latitude | Float | Partner latitude | Filter, Group By, calculations |
| partner_longitude | Float | Partner longitude | Filter, Group By, calculations |
| partner_id | Many2one | Assigned partner | Group By, Filter |
Important Notes
Key points
• Module auto-installs when both crm_enterprise and website_crm_partner_assign exist.
• No separate interface, only extends existing CRM Enterprise views.
• Geographic fields marked invisible="1" (hidden) but usable in filters.
• With large data, geographic filtering may be slow, use indexes.
• Geographic data must be updated regularly to ensure accuracy.
• Module extends 4 views: Pivot (Lead/Opportunity), Cohort, Graph (Opportunity/Lead).