PartnerTrack
Revenue scorecards for consulting firm partners — track targets vs. actuals vs. forecasts across clients, offerings, and delivery.
Visit →The Problem
Consulting firm partners juggle revenue targets across multiple clients, service offerings, and sales pipelines. Most track this in Excel — a tangle of vlookups, manual updates, and version control nightmares.
When leadership asks “how are we tracking against plan?” — it takes days to compile an answer.
The Solution
PartnerTrack gives partners a real-time view of their book of business:
- Revenue scorecards — target vs. actual vs. forecast, at a glance
- Gap analysis — instantly see where revenue is falling short and why
- Multi-dimensional views — slice by client, offering, sales pipeline, delivery status
- Partner-level dashboards — each partner sees their own portfolio
- Admin controls — firm leadership gets the aggregate view across all partners
Built With
React frontend with Express API, PostgreSQL for data, Chart.js for visualizations. Single-container deployment with static frontend serving.