Partner Portal

Every Archera partner has access to the Partner Portal in your main Archera Partner Account. You can access it by logging in, selecting your account name in the top left, and selecting "Partner Portal". If you don't have access to this, please ping us in the shared Slack or Teams channel.

You are able to add new customer accounts from the partner portal by clicking the "Add Account" button in the top right.

Here's a view of what the partner portal looks like.

1. Tier: This shows your current Archera Partner Tier Level, which includes the existing revenue share percentage.

2. Available Tasks: Tasks available per customer account (completing onboarding, enabling the marketplace, etc.)

3. Leaderboards: Leaderboard for the quarter based on revenue generated and new accounts onboarded.

4. Commission Earned: Commission earned for the period.

5. Partner Success Metrics: Number of missing CPPOs, Net Missed Revenue (commitment plans that could have been executed but weren't), Savings Opportunity (commitment plans that could be executed), and Lifetime Total Revenue.

6. Table of all Customer Accounts: All partner customer accounts sorted by savings opportunity.