workflowintermediate2-3 hours

Partner Pipeline Tracker

Automated partner management workflow — track partner-sourced deals, calculate commissions, automate deal registration, and report on partner performance. Replaces PartnerStack + spreadsheet tracking.

Get Started on WaymakerOSView on GitHubBuild with Claude

What You'll Build

An automated partner pipeline tracker that handles deal registration, commission calculation, and partner performance reporting. Replaces PartnerStack + spreadsheet tracking.

Sections Included (4)

Partner Profiles

Track partner companies with tier, commission rates, and performance history

Deal Registration

Partners register deals via webhook, auto-routed to internal team for approval

Commission Tracking

Auto-calculate commissions on closed deals, track payout status

Performance Reporting

Partner performance data for quarterly reviews

Design

Colours: Partnership-focused — teal (#0D9488) primary, green for closed-won, amber for pending, blue for registered
Typography: System sans-serif for data density
Mood: Collaborative, transparent, growth-oriented

What This Deploys

Tables

partner_profiles

Partner company records with tier, commission rate, and contact info

partner_deals

Deal registrations with stage tracking and commission calculations

partner_commissions

Commission ledger with payment status

Ambassadors

partner-deal-register

Webhook for partners to register deals via form or API

partner-commission-calc

Calculates commissions when deals close

Journeys

Deal Registered

Confirms deal registration, notifies internal team, creates follow-up tasks

Deal Closed Won

Calculates commission, notifies partner, creates payout task

Replaces

PartnerStackCrossbeamSpreadsheet trackingManual commission calc

Details

Category: workflow
Difficulty: intermediate
Time: 2-3 hours
Commander Tools: Tables, Journeys, Tasks
Host Tools: Ambassadors
Topics: partnerships, sales
Get Started on WaymakerOSView on GitHubBuild with Claude

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