Our company would like to better understand who our best partners are. Please analyze the ‘2022 Closed Opps’ data tab within the file, and present in ~1 – 2 slides: 1. Several interesti

 Part 1 Our company would like to better understand who our best partners are. Please analyze the "2022 Closed Opps" data tab within the file, and present in ~1 – 2 slides: 1. Several interesting cuts of data related to which partners we should focus on. How would you use these to make recommendations to the business? Part 2 Our company would like to better understand our partnerships referred pipeline and how to forecast signed deals from partnerships. Please use any learnings driven by Part 1 and analyze the "Current Pipeline" data tab within the file. Present in ~3 slides: 2. From the current pipeline, how much Estimated GNB do you expect to be converted in the rest of Q1'23 to signed deals based on how partner referred deals have converted in the past? 3. Assume there will be 5 partner managers on the team in Q2'23. Please explain the considerations and methodology you would use if you were tasked with creating balanced territories of partners for each partner manager 

Partner Operations and Analysis Exercise

Please use the data within this file to inform your answers to the questions below. Here’s a presentation template you are welcome to leverage when creating your slides.

Part 1 Our company would like to better understand who our best partners are. Please analyze the "2022 Closed Opps" data tab within the file, and present in ~1 – 2 slides:

1. Several interesting cuts of data related to which partners we should focus on. How would you use these to make recommendations to the business?

Part 2 Our company would like to better understand our partnerships referred pipeline and how to forecast signed deals from partnerships. Please use any learnings driven by Part 1 and analyze the "Current Pipeline" data tab within the file. Present in ~3 slides:

2. From the current pipeline, how much Estimated GNB do you expect to be converted in the rest of Q1'23 to signed deals based on how partner referred deals have converted in the past?

3. Assume there will be 5 partner managers on the team in Q2'23. Please explain the considerations and methodology you would use if you were tasked with creating balanced territories of partners for each partner manager.

,

2022 Closed Opps

Opportunity Name Opportunity Owner Sales Tier Referring Partner Referring Partner Vertical Referring Partner Sub-Vertical Opportunity Vertical Created Date Demo Date (Occurred) Close Date Opportunity Source ESP eCommerce Platform Closed Lost Reason Stage Estimated GNB Signed Deals
Opportunity 2397 Rep 181 Tier 1 Partner 215 Agency Growth Agency E&M 10/7/2021 1/3/2022 Partnerships Bad Fit – Wrong Vertical Closed Lost $226,252 0
Opportunity 1076 Rep 181 Tier 2 Partner 298 ISV Email Service Provider E&M 10/12/2021 10/14/2021 1/3/2022 Inbound Sailthru None Lost – Budget Closed Lost $102,736 0
Opportunity 1777 Rep 181 Tier 2 Partner 298 ISV Email Service Provider E&M 10/14/2021 10/14/2021 1/3/2022 Inbound Sailthru None Lost – Budget Closed Lost $102,736 0
Opportunity 1339 Rep 181 No Tier Partner 298 ISV Email Service Provider E&M 10/14/2021 10/14/2021 1/3/2022 Inbound Sailthru None Lost – Decided not to do Text Closed Lost $4,808 0
Opportunity 1483 Rep 161 Tier 6 Partner 316 Platform Ecommerce Platforms Retail/e-Commerce 12/1/2021 12/6/2021 1/3/2022 Outbound Klaviyo Shopify Lost – Sent back to Sales Closed Lost $5,500 1
Opportunity 2614 Rep 108 Tier 5 Partner 316 Platform Ecommerce Platforms Retail/e-Commerce 12/14/2021 1/3/2022 Inbound Lost – Meeting Never Happened Closed Lost $13,757 0
Opportunity 1541 Rep 184 Tier 4 Partner 238 Agency Strategic Agency Retail/e-Commerce 10/27/2021 11/3/2021 1/3/2022 Partnerships Klaviyo Shopify Closed Won $39,911 1
Opportunity 1370 Rep 58 No Tier Partner 31 Agency Growth Agency Retail/e-Commerce 1/3/2022 1/3/2022 1/3/2022 Partnerships Mailchimp Other Closed Won $4,757 1
Opportunity 1130 Rep 160 No Tier Partner 131 Agency Growth Agency Retail/e-Commerce 6/10/2021 1/4/2022 Partnerships Shopify Lost – Never Responded Closed Lost $4,757 0
Opportunity 1938 Rep 51 Tier 6 Partner 316 Platform Ecommerce Platforms Retail/e-Commerce 8/9/2021 8/31/2021 1/4/2022 Outbound Mailchimp Shopify Lost – Timing Closed Lost $5,500 0
Opportunity 2649 Rep 160 No Tier Partner 316 Platform Ecommerce Platforms Retail/e-Commerce 9/14/2021 1/4/2022 Inbound Bad Fit – Wrong Vertical Closed Lost $4,757 0
Opportunity 1711 Rep 17 Tier 5 Partner 316 Platform Ecommerce Platforms Retail/e-Commerce 10/6/2021 10/15/2021 1/4/2022 Inbound Shopify Plus Lost – Never Responded Closed Lost $17,010 0
Opportunity 2481 Rep 103 Tier 4 Partner 303 ISV Search E&M 11/12/2021 12/1/2021 1/4/2022 Outbound Not currently using email marketing Unknown Lost – Timing Closed Lost $29,621 0
Opportunity 1895 Rep 3 Tier 4 Partner 37 Platform Ecommerce Platforms Retail/e-Commerce 11/30/2021 12/14/2021 1/4/2022 Inbound Klaviyo BigCommerce Lost – Lost to a Competitor Closed Lost $39,911 1
Opportunity 2554 Rep 160 Tier 5 Partner 316 Platform Ecommerce Platforms Retail/e-Commerce 12/7/2021 1/4/2022 Partnerships Not currently using an ESP Shopify Bad Fit – Wrong Vertical Closed Lost $13,757 0
Opportunity 2295 Rep 178 Tier 6 Partner 49 Agency Growth Agency Retail/e-Commerce 12/14/2021 1/4/2022 1/4/2022 Partnerships Klaviyo Shopify Closed Won $5,500 1
Opportunity 2595 Rep 90 Tier 5 Partner 150 Agency Growth Agency Retail/e-Commerce 1/4/2022 1/4/2022 1/4/2022 Partnerships Klaviyo Shopify Closed Won $13,757 1
Opportunity 2461 Rep 87 Tier 6 Partner 100 Agency Strategic Agency Retail/e-Commerce 7/14/2021 12/21/2021 1/5/2022 Partnerships Klaviyo Shopify Lost – Lost to a Competitor Closed Lost $7,993 0
Opportunity 1353 Rep 87 Tier 3 Partner 274 ISV Loyalty/Rewards F&B 11/12/2021 11/30/2021 1/5/2022 Outbound Punchh Olo Lost – Timing Closed Lost $82,830 0
Opportunity 1568 Rep 144 Tier 6 Partner 8 Agency Developer Agency F&B 11/29/2021 1/5/2022 Partnerships Lost – Meeting Never Happened Closed Lost $5,500 0
Opportunity 1821 Rep 103 Tier 4 Partner 250 ISV F&B Technology F&B 12/6/2021 12/10/2021 1/5/2022 Outbound Paytronix In-House Solution or Unidentified Lost – Timing Closed Lost $39,911 0
Opportunity 1968 Rep 107 Tier 6 Partner 271 Agency Growth Agency Retail/e-Commerce 12/15/2021 12/16/2021 1/5/2022 Partnerships Privy Shopify Lost – Pricing Closed Lost $5,500 1
Opportunity 1455 Rep 94 No Tier Partner 238 Agency Strategic Agency Retail/e-Commerce 1/3/2022 1/3/2022 1/5/2022 Partnerships Not currently using email marketing None Lost – Sent back to Sales Closed Lost $4,757 1
Opportunity 2572 Rep 58 Tier 6 Partner 316 Platform Ecommerce Platforms Retail/e-Commerce 1/5/2022 1/5/2022 1/5/2022 Outbound Klaviyo Shopify Trial – Poor Performance Closed Lost $5,500 1
Opportunity 2508 Rep 120 Tier 6 Partner 249 ISV Reviews/UGC Retail/e-Commerce 11/18/2021 1/5/2022 1/5/2022 Partnerships Shopify Email Shopify Closed Won $5,500 1
Opportunity 1678 Rep 87 Tier 5 Partner 8 Agency Developer Agency F&B 11/29/2021 12/6/2021 1/5/2022 Partnerships Klaviyo Shopify Closed Won $13,757 1
Opportunity 2458 Rep 164 Tier 3 Partner 297 Agency Developer Agency Retail/e-Commerce 12/15/2021 12/15/2021 1/5/2022 Partnerships Klaviyo Shopify Plus Closed Won $82,830 1
Opportunity 1276 Rep 165 Tier 5 Partner 261 Agency Growth Agency Retail/e-Commerce 12/21/2021 1/5/2022 1/5/2022 Outbound Attentive Shopify Closed Won $13,757 1
Opportunity 2007 Rep 168 No Tier Partner 153 Agency Growth Agency Retail/e-Commerce 1/4/2022 1/5/2022 1/5/2022 Partnerships Klaviyo Shopify Closed Won $4,757 1
Opportunity 1251 Rep 163 Tier 6 Partner 232 Agency Growth Agency Retail/e-Commerce 1/5/2022 1/5/2022 1/5/2022 Outbound Klaviyo Shopify Closed Won $5,500 1
Opportunity 1993 Rep 141 Tier 4 Partner 248 Agency Developer Agency Retail/e-Commerce 12/2/2021 12/7/2021 1/6/2022 Partnerships Eloqua Other Lost – Never Responded Closed Lost $39,911 0
Opportunity 1396 Rep 75 Tier 6 Partner 239 Agency Growth Agency Retail/e-Commerce 12/7/2021 1/6/2022 1/6/2022 Partnerships Klaviyo Shopify Lost – Sent back to Sales Closed Lost $5,500 1
Opportunity 1057 Rep 72 No Tier Partner 390 Agency Growth Agency Retail/e-Commerce 1/4/2022 1/6/2022 1/6/2022 Inbound Klaviyo Shopify Lost – Sent back to Sales Closed Lost $4,757 1
Opportunity 2083 Rep 91 Tier 5 Partner 116 ISV Referral Marketing Retail/e-Commerce 1/5/2022 1/4/2022 1/6/2022 Partnerships Klaviyo Shopify Plus Lost – Lost to a Competitor Closed Lost $13,757 1
Opportunity 1183 Rep 111 Tier 6 Partner 316 Platform Ecommerce Platforms Retail/e-Commerce 1/5/2022 1/6/2022 1/6/2022 Partnerships Klaviyo Shopify Plus Lost – Sent back to Sales Closed Lost $5,500 1
Opportunity 1824 Rep 90 Tier 6 Partner 385 Agency Growth Agency Retail/e-Commerce 12/8/2021 1/6/2022 1/6/2022 Partnerships Klaviyo Shopify Closed Won $5,500 1
Opportunity 1078 Rep 161 Tier 5 Partner 339 Agency Growth Agency Retail/e-Commerce 1/4/2022 1/5/2022 1/6/2022 Partnerships Klaviyo Shopify

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