Partner Status Report
Monitor partner database health with active, inactive, suspended, and pending status analysis
Overview
The Partner Status Report provides a comprehensive view of your partner database health. Track active, inactive, suspended, and pending partners, monitor growth trends, and identify partners requiring attention.
What Data Is Shown
This report includes five key visualizations:
Status Distribution
Visualization: Donut Chart
Shows the breakdown of all partners by status:
- Active - Engaged partners in good standing
- Inactive - Partners who haven't engaged recently
- Suspended - Partners temporarily removed from active communication
- Pending - New partners awaiting approval or verification
Center Display: Total partner count
Use Case: Quick health check of partner database.
New Partners Trend
Visualization: Line Chart
Tracks new partner additions over time:
- Daily, weekly, or monthly grouping
- Growth trend line
- Comparison to previous period
Use Case: Monitor recruitment effectiveness and identify growth patterns.
Partner Growth (Cumulative)
Visualization: Area Chart
Shows total partner count growth over time:
- Cumulative sum of all partners
- Smooth gradient fill
- Historical growth trajectory
Use Case: Visualize long-term organizational growth.
Key Performance Indicators
Visualization: KPI Cards
Displays critical metrics:
- Total Partners - Overall count
- Active Percentage - % of partners in active status
- New This Month - Partners added in current month
- Growth Rate - Month-over-month percentage change
Use Case: At-a-glance dashboard metrics.
30-Day Growth Trend
Visualization: Sparkline
Compact line chart showing partner count trend over the last 30 days.
Use Case: Quick visual indicator of recent growth direction.
How to Use Filters
Date Range Selection
Filter data by time period:
- Last 7 Days - Weekly snapshot
- Last 30 Days - Monthly view
- This Month - Current month-to-date
- This Quarter - Quarterly performance
- This Year - Year-to-date growth
- Custom Range - Specific start and end dates
Compare "This Month" to "Last Month" to calculate monthly growth rate and identify trends.
Campus Filter
Analyze status distribution by campus:
- Individual campus view
- Multiple campus comparison
- Organization-wide summary
Status Filter
Focus on specific statuses:
- Active only
- Inactive partners
- Suspended accounts
- Pending approvals
To see only partners needing attention, filter for "Inactive" or "Pending" status.
Understanding the Charts
Reading the Donut Chart (Status Distribution)
Center Number: Total partner count across all statuses
Segments:
- Green - Active partners (healthy)
- Yellow - Inactive partners (needs attention)
- Red - Suspended partners (blocked)
- Blue - Pending partners (awaiting action)
Tooltips: Hover to see count and percentage
Example: "Active: 650 (79%)" means 650 active partners out of 818 total.
Healthy Benchmarks:
- Active: 70-85%
- Inactive: 10-20%
- Suspended: Less than 5%
- Pending: Less than 10%
Reading the Line Chart (New Partners Trend)
X-Axis: Time period (dates)
Y-Axis: Number of new partners added
Line: Connects data points to show trend
Patterns to Look For:
- Upward Trend - Growing recruitment
- Downward Trend - Declining additions (investigate)
- Spikes - Major events or campaigns
- Valleys - Slow periods
Example: A spike in March might indicate a successful outreach event.
Reading the Area Chart (Cumulative Growth)
X-Axis: Time period (dates)
Y-Axis: Total partner count
Filled Area: Cumulative sum of all partners
What It Shows:
- Overall growth trajectory
- Acceleration or deceleration points
- Historical milestones
Example: Starting at 500 in January and reaching 818 in December shows 318 net additions.
Reading KPI Cards
Each card displays:
- Large Number - Current metric value
- Trend Indicator - Up/down arrow with percentage
- Comparison - vs previous period
Example:
- Total Partners: 818
- Active %: 79% ↑ 2%
- New This Month: 42 ↓ 5%
- Growth Rate: 5.4% ↑ 1.2%
Common Use Cases
Monthly Health Check
- Open Partner Status Report
- Set date range to "This Month"
- Review KPI cards for key metrics
- Check Active % (target: 75%+)
- Note new partner count
- Compare to previous month
Action Items:
- If Active % Less than 70%, launch re-engagement campaign
- If new partners Less than target, review recruitment efforts
Identifying Inactive Partners
- Open Partner Status Report
- Review donut chart for Inactive percentage
- Click "Inactive" segment (if interactive)
- Export list of inactive partners
- Plan re-engagement outreach
Follow-up Actions:
- Send re-engagement emails
- Make phone calls
- Update records based on responses
Tracking Growth After Campaigns
- Note partner count before campaign
- Run campaign or event
- Open Partner Status Report
- Set date range to campaign period
- Review "New Partners Trend" chart
- Calculate campaign ROI
Metrics to Track:
- New partners added during campaign
- Cost per acquisition
- Retention rate of campaign partners
Quarterly Performance Review
- Set date range to "This Quarter"
- Review cumulative growth chart
- Note total growth for quarter
- Compare to quarterly target
- Export to PDF for board presentation
Talking Points:
- Total partner growth (number and %)
- Active partner percentage
- Trends and patterns observed
- Action plans for next quarter
Export Options
PDF Export
Best For: Presentations, printed reports, stakeholder sharing
Includes:
- All charts with current filters
- KPI cards summary
- Date range and filters applied
- Professional formatting
Use Case: Board meetings, monthly reports
Excel Export
Best For: Detailed analysis, custom calculations, pivot tables
Includes:
- Raw status data by partner
- Chart data tables
- New partner lists with dates
- Historical growth data
Use Case: Deeper analysis, trend modeling
CSV Export
Best For: Database imports, third-party tools
Includes:
- Partner records with status field
- Status change timestamps
- One row per partner
Use Case: CRM integration, external reporting
Best Practices
Regular Monitoring
Daily: Check pending partners count (should process within 24-48 hours)
Weekly: Review new partners trend for recruitment health
Monthly: Complete health check with KPI cards review
Quarterly: Analyze growth trends and set next quarter targets
Setting Benchmarks
Establish organizational targets:
- Active %: Maintain 75-85%
- New Partners/Month: Set based on capacity
- Pending Resolution: Process within 48 hours
- Inactive Rate: Keep below 20%
Taking Action on Insights
If Active % Drops:
- Export inactive partner list
- Segment by last contact date
- Launch tiered re-engagement campaign
- Track response rates
If New Partners Decline:
- Review recruitment strategies
- Check sourcing channels performance
- Increase outreach efforts
- Launch new campaigns
If Pending Partners Accumulate:
- Assign admin to review pending queue
- Establish approval workflow
- Set automated reminders
- Process approvals daily
Combining with Other Reports
- Partner Demographics - Analyze status by demographic segments
- Partner Engagement - Correlate engagement with status
- Sourcing Analysis - Identify which sources produce active partners
- Follow-Up Required - Act on inactive partners
Troubleshooting
High Inactive Percentage
Possible Causes:
- Lack of regular communication
- Irrelevant content or messaging
- Contact information outdated
- Partners moved or changed circumstances
Solutions:
- Run re-engagement campaign with survey
- Update contact information
- Segment partners by interests
- Remove unresponsive partners after multiple attempts
Declining New Partners
Possible Causes:
- Reduced recruitment efforts
- Ineffective campaigns
- Seasonal variations
- Market saturation
Solutions:
- Review and optimize recruitment channels
- Launch new campaigns
- Partner with events or organizations
- Analyze historical patterns for seasonality
Suspended Partners Increasing
Possible Causes:
- Bounced email addresses
- Unsubscribe requests
- Compliance issues
- Data quality problems
Solutions:
- Implement email verification
- Honor unsubscribe requests promptly
- Clean contact data regularly
- Review suspension criteria
Pending Partners Not Decreasing
Possible Causes:
- Insufficient admin staff
- No approval workflow
- Unclear approval criteria
- Process bottlenecks
Solutions:
- Assign dedicated approval admin
- Document approval process
- Set clear criteria
- Enable bulk approvals for qualifying partners
Related Reports
- Partner Engagement - Deep dive into engagement by status
- Follow-Up Required - Action items for inactive partners
- Executive Dashboard - High-level status KPIs
- Sourcing Analysis - Status distribution by acquisition source
Next Steps
- Review Current Status: Open report and check overall database health
- Set Benchmarks: Establish target percentages for each status
- Identify Issues: Note areas below target (low Active %, high Inactive %)
- Create Action Plan: Develop strategies to improve status distribution
- Monitor Progress: Schedule weekly reviews to track improvements