Partnerships Tracker
Business development and partner teams
Partner and business development teams: partners, milestones and referral revenue share.
Use this templatePartnerships Tracker
Manage every partner from first call to renewal. Milestones show what is owed, and transactions add up the revenue each partner brings.
Partner revenue
Partner onboarding
Quarterly review
Partner types
Partners
| Partner | Type | Stage | Owner | Revenue share percent | Website | Agreement signed |
|---|---|---|---|---|---|---|
| Cobblestone Consulting | Active | Rafael Ibarra | 10 | https://cobblestoneconsulting.net | Yes | |
| Northwind Resellers | Active | Rafael Ibarra | 25 | https://northwindresellers.net | Yes | |
| Tern Data Systems | Active | Stellan Forsberg | 0 | https://terndatasystems.net | Yes | |
| Quillfeather Media | Talking | Chidinma Eze | 0 | https://quillfeathermedia.net | No | |
| Brightwater Affiliates | Paused | Rafael Ibarra | 15 | https://brightwateraffiliates.net | Yes | |
| Lowcountry Advisors | Prospect | Ottilie Brandt | 10 | https://lowcountryadvisors.net | No |
Milestones
| Task | Partner | Start | Due | Completed on | Status | Assignee |
|---|---|---|---|---|---|---|
| Sign referral agreement | Lowcountry Advisors | Oct 12, 2026 | Oct 19, 2026 | — | In progress | Ottilie Brandt |
| Joint webinar plan | Quillfeather Media | Oct 8, 2026 | Oct 15, 2026 | — | To do | Chidinma Eze |
| Build data connector v2 | Tern Data Systems | Oct 3, 2026 | Oct 10, 2026 | — | In progress | Stellan Forsberg |
| Publish integration guide | Tern Data Systems | Oct 15, 2026 | Oct 22, 2026 | — | To do | Chidinma Eze |
| Reseller training session | Northwind Resellers | Oct 9, 2026 | Oct 16, 2026 | Oct 16, 2026 | Done | Rafael Ibarra |
| Update reseller price list | Northwind Resellers | Oct 14, 2026 | Oct 21, 2026 | — | To do | Rafael Ibarra |
| Quarterly business review | Cobblestone Consulting | Oct 17, 2026 | Oct 24, 2026 | — | To do | Ottilie Brandt |
| Renew affiliate terms | Brightwater Affiliates | Nov 8, 2026 | Nov 23, 2026 | — | Blocked | Rafael Ibarra |
Revenue
| Reference | Partner | Date | Amount | Commission rate percent |
|---|---|---|---|---|
| Cobblestone referral: Atlas Build | Cobblestone Consulting | Oct 19, 2026 | $18,000 | 10 |
| Northwind new: Copperfield Labs | Northwind Resellers | Oct 7, 2026 | $31,500 | 25 |
| Tern marketplace listing fee, renewal | Tern Data Systems | Oct 4, 2026 | $1,200 | 0 |
| Cobblestone referral: Meadow Foods | Cobblestone Consulting | Sep 19, 2026 | $9,500 | 10 |
| Northwind new: Ridgeline Supply | Northwind Resellers | Sep 16, 2026 | $26,000 | 25 |
| Brightwater affiliate: December signups | Brightwater Affiliates | Sep 14, 2026 | $3,900 | 15 |
| Tern marketplace listing fee | Tern Data Systems | Sep 4, 2026 | $1,200 | 0 |
| Northwind renewal: Larkspur Health | Northwind Resellers | Aug 20, 2026 | $42,000 | 25 |
Contacts
| Name | Partner | Role | Send email | |
|---|---|---|---|---|
| Bertrand Okoye | Tern Data Systems | Engineering lead | bertrand@terndatasystems.net | — |
| Calliope Lindgren | Quillfeather Media | Editor | calliope@quillfeathermedia.net | — |
| Evander Holloway | Cobblestone Consulting | Managing partner | evander@cobblestoneconsulting.net | — |
| Lamar Whitfield | Northwind Resellers | Sales operations | lamar@northwindresellers.net | — |
| Marguerite Abara | Lowcountry Advisors | Partner | marguerite@lowcountryadvisors.net | — |
| Roderick Tan | Brightwater Affiliates | Founder | roderick@brightwateraffiliates.net | — |
| Sabrina Tkachenko | Northwind Resellers | Channel director | sabrina@northwindresellers.net | — |
| Ximena Alcántara | Tern Data Systems | Product manager | ximena@terndatasystems.net | — |
Referred revenue and commission come from the transactions you log. Log them monthly and the totals below stay honest.
| Partner | Type | Stage | Owner | Revenue share percent | Website | Agreement signed |
|---|---|---|---|---|---|---|
| Brightwater Affiliates | Paused | Rafael Ibarra | 15 | https://brightwateraffiliates.net | Yes | |
| Cobblestone Consulting | Active | Rafael Ibarra | 10 | https://cobblestoneconsulting.net | Yes | |
| Lowcountry Advisors | Prospect | Ottilie Brandt | 10 | https://lowcountryadvisors.net | No | |
| Northwind Resellers | Active | Rafael Ibarra | 25 | https://northwindresellers.net | Yes | |
| Quillfeather Media | Talking | Chidinma Eze | 0 | https://quillfeathermedia.net | No | |
| Tern Data Systems | Active | Stellan Forsberg | 0 | https://terndatasystems.net | Yes |
| Partner | Type | Stage | Owner | Revenue share percent | Website | Agreement signed |
|---|---|---|---|---|---|---|
| Brightwater Affiliates | Paused | Rafael Ibarra | 15 | https://brightwateraffiliates.net | Yes | |
| Cobblestone Consulting | Active | Rafael Ibarra | 10 | https://cobblestoneconsulting.net | Yes | |
| Lowcountry Advisors | Prospect | Ottilie Brandt | 10 | https://lowcountryadvisors.net | No | |
| Northwind Resellers | Active | Rafael Ibarra | 25 | https://northwindresellers.net | Yes | |
| Quillfeather Media | Talking | Chidinma Eze | 0 | https://quillfeathermedia.net | No | |
| Tern Data Systems | Active | Stellan Forsberg | 0 | https://terndatasystems.net | Yes |
| Reference | Partner | Date | Amount | Commission rate percent |
|---|---|---|---|---|
| Cobblestone referral: Atlas Build | Cobblestone Consulting | Oct 19, 2026 | $18,000 | 10 |
| Northwind new: Copperfield Labs | Northwind Resellers | Oct 7, 2026 | $31,500 | 25 |
| Tern marketplace listing fee, renewal | Tern Data Systems | Oct 4, 2026 | $1,200 | 0 |
| Cobblestone referral: Meadow Foods | Cobblestone Consulting | Sep 19, 2026 | $9,500 | 10 |
| Northwind new: Ridgeline Supply | Northwind Resellers | Sep 16, 2026 | $26,000 | 25 |
| Brightwater affiliate: December signups | Brightwater Affiliates | Sep 14, 2026 | $3,900 | 15 |
| Tern marketplace listing fee | Tern Data Systems | Sep 4, 2026 | $1,200 | 0 |
| Northwind renewal: Larkspur Health | Northwind Resellers | Aug 20, 2026 | $42,000 | 25 |
Renewals coming
| Partner | Type | Stage | Owner | Revenue share percent | Website | Agreement signed |
|---|---|---|---|---|---|---|
| Brightwater Affiliates | Paused | Rafael Ibarra | 15 | https://brightwateraffiliates.net | Yes | |
| Cobblestone Consulting | Active | Rafael Ibarra | 10 | https://cobblestoneconsulting.net | Yes | |
| Lowcountry Advisors | Prospect | Ottilie Brandt | 10 | https://lowcountryadvisors.net | No | |
| Northwind Resellers | Active | Rafael Ibarra | 25 | https://northwindresellers.net | Yes | |
| Quillfeather Media | Talking | Chidinma Eze | 0 | https://quillfeathermedia.net | No | |
| Tern Data Systems | Active | Stellan Forsberg | 0 | https://terndatasystems.net | Yes |
Agreement signed and filed
Primary and backup contacts added
Revenue share and commission rate recorded
Kickoff milestone created
Tracking link tested end to end
Numbers
Revenue referred
Commission owed
Milestones
Done and outstanding
Relationship
What the partner needs from us
What we need from them
Decision
Continue, expand, pause or end.
Choosing the right kind of partner
Referral: they introduce, you sell. Pay a fee only when the deal closes.
Reseller: they sell and support your product. Agree a margin and who owns support.
Integration: your products connect. The reward is shared customers, not money.
Co-marketing: joint webinars, guides or events. Agree who owns the leads before you start.
Affiliate: anyone with an audience and a link. Keep the terms short.
Write one sentence for each partner: what each side gives and what each side gets. If it does not fit in one sentence, it is not ready.
What's inside
5 tables · 13 views · 1 form · 1 row action · 1 agent5 pages
- Partnerships Tracker
- Partner revenue
- Partner onboarding
- Quarterly review
- Partner types
4 tables
- Partners4 views · 6 sample rows
- Partner contacts1 view · 8 sample rows
- Milestones5 views · 10 sample rows
- Transactions2 views · 10 sample rows
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