The Challenge
Channel managers stitch together data from partner emails, portal exports, and CRM. Reports are late, inconsistent, and hard to trust.
Our Solution
One governed dataset for partner performance with consistent metrics and product/region taxonomy for reliable QBR reporting.
Business Impact
- ✓ Unified partner dataset
- ✓ Consistent QBR metrics
- ✓ Automated consolidation
- ✓ Reliable channel insights
Comprehensive Channel Data Management
Clockspring transforms fragmented partner data into a unified channel performance view:
Multi-Source Ingestion
Ingest partner CSVs from SFTP/email drops, Salesforce opportunities via API, and Google Sheets updates via API with automated processing.
Data Normalization
Normalize product, region, and partner IDs. Fill missing keys using defined lookup tables and consistent taxonomy mapping.
Consolidation & Deduplication
Dedupe records, compute KPIs (bookings, pipeline, win rate), and write to a centralized reporting database for consistent metrics.
Distribution & Reporting
Publish to BI tools and optionally email partners summary dashboards for transparent performance visibility.
Systems Involved
Notes: Email attachments can be auto-parsed; prefer SFTP for reliability. Supports multiple CSV formats with automated schema detection and validation.
How It Works (60 seconds)
- Ingest: Partner CSVs from SFTP/email drops, Salesforce via API, and Google Sheets via API.
- Normalize: Product, region, and partner IDs with consistent taxonomy and missing key resolution.
- Consolidate: Dedupe records, compute KPIs, and write to reporting database for BI consumption.
- CSV ingestion: SFTP monitoring and email attachment processing
- API integration: Salesforce opportunities and Google Sheets updates
- Schema normalization: product/region/partner mapping and validation
- Deduplication: record matching and KPI computation
- Database publishing: centralized reporting with BI tool integration
- Partner dashboards: optional summary distribution and performance visibility
Built‑in Safeguards
- Schema validation: automated CSV format verification and error handling
- Data quality checks: completeness validation and consistency verification
- Mapping tables: product and region taxonomy enforcement
- Audit trails: complete data lineage and processing history
- Error recovery: failed record isolation and retry mechanisms
One View for Every QBR
Standardize partner data and walk into reviews with confidence. Automated consolidation means reliable channel insights every time.