Partner Attribution AI

The Partner Intelligence Layer for Your CRM — AI-powered attribution, incentives, and program management on top of the tools you already use.

Measure partner impact, automate attribution, and run world-class partner programs. Works with Salesforce, HubSpot, Pipedrive, and any CRM via REST API.

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🎯 What This Is

A Partner Intelligence Layer that sits on top of your CRM to measure partner contribution, calculate attribution, manage incentives, and run partner program operations for:

• Channel partnerships — resellers, VARs, system integrators, distributors
• Technology alliances — co-selling, co-marketing, integrations
• Referral programs — agency partners, consultants, influencers
• Marketplace ecosystems — app stores, plugin marketplaces

✨ Core Features

Attribution Engine (5 Models)

• Equal Split — fair distribution across all partners
• First Touch — credit lead generation
• Last Touch — credit deal closers
• Time Decay — recency-weighted attribution
• Role-Based — custom weights per touchpoint type (referral, demo, proposal, etc.)

Partner Management

• Partner onboarding & profiles
• Performance analytics & leaderboards
• Commission rate management
• Partner portal (self-service)

Deal Tracking

• Pipeline management (Open → Won → Lost)
• Touchpoint timeline per deal
• Automatic attribution on deal close
• Revenue tracking & forecasting

Incentive Management ✅

• Commission calculations & payouts
• Payout approval workflow (pending → approved → paid)
• Bulk payout operations
• Partner earnings summaries
• Export & reporting
• (Coming: SPIFs, tiered programs, multi-currency)

Program Management (planned)

• Partner tiers & leveling
• Training & certification tracking
• Co-marketing fund management
• QBR/reporting automation

🛠️ Tech Stack

• Frontend: Next.js 16 (App Router), React 19, TailwindCSS
• Backend: Convex (serverless database + real-time functions)
• Auth: Convex Auth
• Charts: Recharts
• Type Safety: TypeScript (strict mode)

📂 Project Structure

partner-attribution-ai/
├── app/                    # Next.js frontend
├── convex/                 # Backend (schema, queries, mutations)
│   ├── lib/               # Attribution engine & helpers
│   ├── partners/          # Partner CRUD
│   ├── deals/             # Deal management
│   ├── touchpoints/       # Interaction tracking
│   ├── attributions/      # Attribution results
│   └── organizations/     # Org management
├── marketing/              # Landing page prototype (DAY.ai aesthetic)
│   ├── index.html         # Main landing page
│   ├── pages/             # About, pricing, use-cases
│   ├── css/               # Styles
│   └── js/                # Animations
├── public/                 # Static assets
└── docs/                   # Architecture & planning docs

🚀 Quick Start

npm install
npx convex dev          # Start backend
npm run dev             # Start frontend

Open http://localhost:3000

📊 Target Market

Segment	Examples	Key Pain
SaaS with channel programs	Salesforce, HubSpot, AWS	Manual attribution in spreadsheets
Marketplace operators	Shopify, Atlassian	Can't measure partner ROI
Professional services	Consulting firms, agencies	No visibility into referral value
Hardware/distribution	Dell, Cisco	Complex multi-tier attribution

📋 Roadmap

• Database schema & indexes
• Attribution engine (5 models)
• Partner CRUD
• Deal management
• Touchpoint tracking
• Landing page prototype
• Frontend dashboard (partners, deals, reports, activity)
• Partner portal (overview, commissions, deals)
• Payout management (approve, reject, mark paid, bulk ops)
• Audit trail (complete activity log)
• Dispute resolution (schema exists, UI pending)
• CRM integrations (Salesforce, HubSpot)
• Revenue intelligence & forecasting
• API & webhooks
• Multi-currency support

📄 License

Private/Proprietary