Use cases

A customer portal for distributors and their channel partners

Give retailers, resellers, and channel partners a clear view of the business they do with you. Use the distribution data you already have to share that partner's sales, shipment status, and the stock information that applies to their account.

14-day free trial. No credit card required.

CustomerDashboard showing charts and metrics for a customer account

Each partner sees their relationship with you, not the whole channel.

Make partner performance easier to review

Show sales by product, period, or location from the records in your reporting source.

Share the inventory information partners need

Present the stock or allocation that applies to their account, next to shipment updates.

Support channel conversations

Bring purchase history and sell-through together when both datasets exist.

How it gets in front of customers

Connect the data you already keep, build the report once, and give each account a login.

  1. 1

    Connect distribution records

    Link the source that holds partner sales, allocations, and shipments.

  2. 2

    Build one partner view

    The same layout for every retailer or reseller.

  3. 3

    Give each partner a login

    They see their account, not another partner's numbers.

What customers can see

Built from the records you connect. These are the reports you can build from the records you connect.

  • Sales by SKU

    What that partner sold or bought, by product.

  • Sell-through

    Reported movement, when you collect it.

  • Allocated stock

    The inventory figure that applies to their account.

  • Shipment status

    What has left and what is still open.

Channel performance, not factory progressThis page is about partner sales, stock, and shipments. Wholesale purchase history is covered for wholesalers, and production milestones for manufacturers.

Questions

Can partners see their own sales without seeing other accounts?

Yes. Tie the dashboard to a customer identifier so each signed-in partner gets the reports for their account.

Can this include another partner's sell-through?

No. Each login is limited to the rows you map to that partner.

Related: wholesale account reporting ยท location reporting for partner networks

Create your distributor reporting portal

Give retailers, resellers, and channel partners a clear view of the business they do with you.

14-day free trial. No credit card required.

All use cases