Two people at a cafe table studying a printed territory map marked with hand-drawn rings, laptops open beside the coffee.

CEDX Partners · Sales & CRM

A tier is earned.
The score says so.

180 partners across four tiers, every one with a contribution score that moves on sourced revenue, certifications and activity — so demotion risk is a list you manage, not a letter you write.

41 partners in the demo workspace sit on demotion risk, worth $7.4M. The tier health board says exactly which floor each one breached: revenue, or certifications.

partners.cedxsystems.com — live build
CEDX Partners pulse: open channel pipeline, sourced open, won channel QTD, active partners, MDF utilization and watch-list cards, sourced-versus-influenced chart and root-caused alerts.

Runs on demo data. The Northline Partner Network in the chrome is the demo workspace, not a customer.

180 partners · 4 tiersPlatinum 2 · Gold 11 · Silver 56 · Bronze 111
$30.6M open channel pipeline$8.95M of it partner-sourced
MDF 59% utilized$250K of a $420K pool, ROI tracked per fund

What it is

Three questions a channel program must answer.

Deal registration with an expiry and a clock

320 registrations with type — sourced, influenced, co-sell, referral — status, amount, idle days and internal owner. A $380K sourced commit approaching its reg expiry is an alert with a date on it, not a nasty surprise at quarter end.

  • In review · submitted · approved statuses
  • Idle days red at 18d+ on the row
  • Review SLA breaches flagged: past 5 days
partners — screen-3
Deal registration with an expiry and a clock

Overlap mapped before it becomes conflict

The overlap matrix crosses partners against named accounts and marks each cell: co-sell or compete. Ecosystem-qualified leads route to the partners already in the account — with a joint-intro route named, not a free-for-all.

  • 14 named accounts tracked across the ecosystem
  • 40 shared accounts · 2 registered co-sell cells
  • EQL list: 5 this quarter, routed and priced
partners — screen-2
Overlap mapped before it becomes conflict

Co-sell as a motion, with stages

193 co-sell deals worth $26.3M move through a five-stage path — mapped, introduced, joint discovery, joint proposal, commit — with 86 in joint proposal or later. Partner-pipeline is manageable because it has the same physics as direct.

  • $26.3M open co-sell across 193 deals
  • 5 stages, with late-stage counted at 86
  • Stage board and list over the same data
partners — screen-4
Co-sell as a motion, with stages

Product tour

Four screens, captured from the running build.

Not a mockup and not a concept deck. This is what opens at /app/partners.

partners.cedxsystems.com
CEDX Partners Pulse screen.CEDX Partners Overlap screen.CEDX Partners Deal reg screen.CEDX Partners Co-sell screen.

01 — Pulse

The channel's quarter, with the watch list priced

Won channel QTD $3.53M against a $6.80M target — 52% attained on the ring. The watch list holds 126 partners by contribution; the lowest sit at 54 and 53, tier labelled, so the conversation starts from a score.

  • Sourced versus influenced pipeline, weekly
  • Deal-reg review SLA breaches flagged
  • 41 partners on demotion risk · $7.4M

02 — Overlap

Who touches which account, on a grid

Twelve partners down the side — resellers, SIs, ISVs, distributors, referral — named accounts across the top, cells marked co-sell or compete. The shared-accounts-per-partner bars make coverage breadth a number: six at the top.

  • Ecosystem-qualified leads with joint-intro routes
  • Compete cells visible before the conflict
  • Coverage breadth ranked per partner

03 — Deal reg

Every registration, with its shelf life

228 open regs worth $30.6M, filterable by sourced, influenced, co-sell or referral. Each row carries partner, type, status, amount, idle days and internal owner — a 29-day-idle approved reg is visible from the list.

  • 320 regs all deals · 228 open
  • Amounts to $457K in the first page
  • CSV of the filtered view

04 — Co-sell

Joint pipeline, managed like pipeline

The co-sell list mirrors the direct board: stage, type, amount, owner and idle days per deal. Commit-stage co-sell deals with 26 idle days get the same red treatment as any direct deal.

  • Mapped · introduced · joint discovery
  • Joint proposal · commit — 86 late stage
  • Idle days red on the row

Who runs it

Three roles run the channel.

Roles, not references. We have no named customers yet, so nobody in these photographs is quoted, credited or claimed as one.

Channel manager

Owns the contribution board and the tier conversations. Demotion risk is a coaching session booked off the watch list, not an ambush.

watch · 126

Partner

Registers deals against the SLA, sees the reg-expiry dates that matter, and finds joint-intro routes on the overlap map instead of cold collisions.

EQL · 5

Channel operations

Runs MDF like a budget: 59% of the pool used, ROI per fund, and the mid-year refresh that moves money to the motions returning it.

MDF · $250K

The shape of it

What the demo workspace actually looks like.

Every figure below is legible in the captures above. Nothing here is a projection of your estate — it is the state of the demo data.

$30.6Mopen channel pipeline228 open registrations
52%channel attainment QTD$3.53M of $6.80M
29%sourced share$8.95M partner-sourced
126partners on the watch list41 at demotion risk
Partners by tier180 partners across four tiers · demo network
  • Bronze111
  • Silver56
  • Gold11
  • Platinum2
MDF pool utilized$250K of $420K committed
  • Used · $250K
  • Uncommitted · $170K at mid-year
Sourced share of channel pipeline$8.95M sourced of $30.6M open
29%
  • Partner-sourced · $8.95M
  • Influenced and co-sell · $21.7M

How it runs

The channel's quarter, in the order it actually happens.

01

Register, or it did not happen

Deal reg is the front door: type, amount, expiry, review SLA. Protection exists because registration does.

02

Map the overlap first

Before the quarter's first joint call, the matrix says who is already in the account — co-sell cell, compete cell, or clean.

03

Co-sell through stages

Joint deals move mapped to commit with owners on both sides. Idle days apply to partners the same as direct.

04

Score, then tier

Contribution scores settle the tier review: revenue floors, certification floors, activity. The watch list is the agenda, not the verdict.

One record

The partner deal is the deal
the estate already keeps.

A sourced or co-sell deal is not a parallel pipeline. It is the same record, with a partner attached.

All 132 applications

Limits

What Partners does not do yet.

Finding this out on the third call is worse for you than reading it here, and worse for us.

Start

Open it before you talk to anyone.

Pilot

Your network, your tiers

  • Everything in Try
  • Partner-list import plan
  • Tier-and-MDF policy workshop
  • Estate map
Talk to sales

Estate

Partners with the rest of it

  • Partners with CRM, Pipeline and Quotes
  • One identity, one bill
  • CEDX delivery
Book an estate map

Questions

Before you pilot Partners.

Is the software on this page real?

Yes. Every screenshot is a capture of the running build at /app/partners, on demo data. The demo network is named in the chrome.

How does deal registration protect a partner?

With a clock, not a promise. Regs carry status, a 5-day review SLA and an expiry — the demo alert names a $380K sourced commit approaching expiry, so protection lapses are managed before they happen.

What is an ecosystem-qualified lead?

A lead routed through the overlap map to partners already in the account, with a joint-intro route and no compete flag. Five exist this quarter in the demo, priced $559K–$742K on the list.

Can a partner be demoted automatically?

The score makes it honest either way. Contribution drops below a tier floor — revenue or certifications — and the partner lands on the demotion-risk list: 41 partners, $7.4M, with the breached floor named.

Is Partners audited or certified?

No certification has been issued. What we can evidence about hosting, encryption, tenant isolation and production access is written up on the security page.

The network is running. Go and look at it.

Live build, demo data, no card. Then ask how many of your partners would survive a contribution score.