PA

partner-revenue-desk

Operating framework for RevOps teams to manage partner-sourced revenue, incentives, and attribution reporting.

Install

mkdir -p .claude/skills/partner-revenue-desk && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/11274" && unzip -o skill.zip -d .claude/skills/partner-revenue-desk && rm skill.zip

Installs to .claude/skills/partner-revenue-desk

Activation

This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.

Operating model for tracking, attributing, and accelerating partner-sourced
75 charsno explicit “when” trigger
Advanced

Key capabilities

  • Forecast partner-sourced and influenced revenue
  • Monitor incentives and MDF utilization
  • Coordinate attribution dispute resolution
  • Define revenue taxonomy and stage SLAs

How it works

It follows a structured process flow from intake and validation to attribution and reporting, supported by a defined revenue taxonomy.

Inputs & outputs

You give it
Partner deal data and revenue metrics
You get back
Attribution reports and incentive status

When to use partner-revenue-desk

  • Track partner-sourced revenue
  • Forecast partner influence
  • Manage MDF utilization
  • Audit partner revenue attribution

About this skill

Partner Revenue Desk Skill

When to Use

  • Forecasting partner-sourced/ influenced revenue for leadership updates.
  • Monitoring incentives, SPIFs, and MDF utilization tied to partner pipeline.
  • Coordinating RevOps, finance, and partner teams on attribution disputes.

Framework

  1. Revenue Taxonomy – sourced vs influenced vs co-sell, stage definitions, SLAs.
  2. Process Flow – intake → validation → attribution → approval → reporting.
  3. Data Stack – CRM objects, PRM integrations, BI dashboards, alerting.
  4. Incentive Hooks – payout rules, MDF governance, exception workflows.
  5. Escalation Paths – playbooks for disputes, double counting, or compliance risks.

Templates

  • Revenue desk runbook with RACI + cadence.
  • Attribution audit checklist.
  • MDF utilization tracker with projected ROI.

Tips

  • Align definitions with finance early; lock requirements before launching SPIFs.
  • Automate alerts for stalled partner deals to keep velocity high.
  • Pair with build-co-sell-playbook and run-partner-qbr for closed-loop reporting.

When not to use it

  • When revenue data lacks partner attribution
  • When finance teams have not aligned on definitions

Prerequisites

CRM objectsPRM integrationsBI dashboards

Limitations

  • Requires early alignment with finance
  • Dependent on CRM and PRM data accuracy

How it compares

It provides a standardized operating model for revenue attribution, unlike manual or ad-hoc tracking methods.

Compared to similar skills

partner-revenue-desk side by side with the closest alternatives in the catalog.

SkillInstallsUpdatedSafetyDifficulty
partner-revenue-desk (this skill)05moNo flagsAdvanced
ma-playbook392moNo flagsAdvanced
ceo-advisor182moReviewAdvanced
close-management25moNo flagsBeginner

Try saying

Example prompts that trigger this skill in your AI assistant.

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