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PARTNER REVENUE INTELLIGENCE

Your CRM tracks customers. trellis tracks your partner revenue.

The place you start your day, invest where it counts, and know exactly where you stand against quota.

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No CRM required to start Free during beta
Trellis Book of Business dashboard showing quota attainment, partner performance table, and AI co-sell agent panel

A day running partner revenue

The place you start your day.

Where you stand.

Quota attainment by component: sourced revenue, qualified opportunities, whatever you're actually paid on. Updated live as deals move.

What needs you today.

Action items across every partner and deal, due dates and overdue flags front and center, so nothing falls through.

Where your pipeline is headed.

Three forecast scenarios, Committed, Most Likely and Full Upside, so you know not just where you are but where you're going.

CO-SELL AGENT

An analyst who already read your whole book.

Ask the Co-Sell Agent what needs attention, which deals are at risk, and what to focus on this week. It reads your partners, pipeline, action items, contacts, goals, and MDF activations, then answers with specific names, deal values, and dates. No generic summaries.

Computes health score and trend for each partner
Surfaces stalled deals, overdue actions, and at-risk partners by name and dollar amount
Drafts follow-ups and briefings grounded in your actual pipeline data

Read-only by design. Data is scanned once when you open the agent. Nothing is written to your CRM.

Which partners need my attention this week?

Meridian Data Group has two deals stalled 35+ days in Solution Validation, with no activity logged since Aug 31. At risk of slipping the quarter.

Northwind Systems has an $850K deal in Negotiation. A technical win was logged 6 days ago but there's no next step scheduled. Good momentum to protect before it cools.

Draft a follow-up for the Northwind deal
DRAFTED NOTE
Hi [Northwind contact], following up on the deal in Negotiation. We logged the technical win last week, which is great progress. Want to make sure we keep momentum before close. Can we align on a quick call this week to confirm next steps and clear any blockers?

Who is asking

Everyone who asks you for a number gets one.

Leadership wants a briefing. The partner wants a QBR. The forecast call wants a range you can defend. You want to know which partners are actually converting. All four come off the same live pipeline, so the numbers match wherever they land.

Executive Briefing

Give leadership the view, on your terms.

Trellis assembles a briefing from your live data: quota attainment, wins, risks, and what you need from leadership to keep deals moving. Send it with one click.

  • Attainment by component, built from your actual quota targets
  • Add what you need from leadership: escalations, approvals, unblocking asks
  • Recipients get a shareable link, no Trellis account needed
Executive Briefing: AI-drafted headline, attainment, and needs-your-help items

Quarterly Business Review

Walk the partner through it. Don't build a deck.

Trellis drafts the QBR from your real pipeline: wins, open deals, goals against result, what got in the way. You edit and present it live, with a presenter view only you can see.

  • Draft assembled from real data: wins, open pipeline, win rate, avg deal size
  • Live presenter view with your private talk track, synced to what's on screen
  • Guard card keeps quota, comp, and health scores out of the partner view
QBR composer: partner masthead, the quarter in one line, what the quarter produced

Forecast

Three answers, not one number.

Committed, Most Likely, and Full Upside side by side, built from the stage and close date on every open deal. Walk into the forecast call with a range you can defend.

  • Scenarios recalculate as deals move stage or slip close dates
  • See which deals carry each scenario, not just the total
  • Commit a number upward with the deals behind it attached
Pipeline Forecast showing Committed, Most Likely, and Full Upside scenarios

Reports

The reports you would have built by hand.

Pipeline Aging, Tier Validation, Velocity, Cohort and Tenure, MDF Effectiveness, and more, all off your live pipeline. No spreadsheet to rebuild every quarter.

  • Partner Leaderboard ranks by win rate, not pipeline volume or gut feel
  • Spot stalled deals and aging pipeline before they cost you the quarter
  • Point your enablement budget at the partners actually converting
Reports: Pipeline Aging with stalled opportunities by days open

How it works

Up and running in minutes.

01
Configure your program

Partner tiers, pipeline stages, and quota components, set to match how you're actually measured.

02
Bring your existing book

Import via CSV or XLSX. Trellis maps your columns and loads your opportunities. Or add deals directly on each partner page.

03
Ask the agent anything

trellis already knows your book. Ask where to focus, what's at risk, or what's needed to hit your number.

Why Trellis

Every GTM function has a purpose-built tool. The Partner Sales Manager has none.

PSMs have been borrowing AE tools and hacking together spreadsheets because nobody built for them specifically. Until now.

Run your book on it this quarter.
Free during beta
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No CRM required to start
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