To be able to track what deals and orders that are related to a specific partner you need to add a few customer fields (Requires minimum Ultra package).

- Add a data field called "Partner" and set it as type drop down. Add all partners to this dropdown.


If you also want to track how much the partner share is you can

1. Work with costs on the order row, where cost is the actual share the partner should receive.

2. Add a custom field of type Numeric called "Partner share" 


When you need to report your current orders and coming pipeline to your partner, just search for all deals and/or orders based on the custom fields Partner and then export to MS Excel and send it to your partner.


Please read more and see screen shots in the attached PDF.