Why Partner Hub Matters for Your Client Portfolio
Managing your portfolio of clients just got easier. Partner Hub is a roll-up reporting view built into your Keap app. It provides one place to see which clients need attention, spot risk early, and act before you lose one. No more logging into each account individually or hand-building spreadsheets to see anything portfolio-wide.
Partner Hub vs. the Partner Portal: The Partner Portal (Salesforce-based) is where you register leads and view commissions. Partner Hub is separate, it lives inside your Keap app and shows you what's happening across your client accounts. They're different tools.
How to Access Partner Hub in Keap
Partner Hub is embedded in your Keap app with no separate login required. Once it's enabled for your account, the Partner Hub icon will appear in your Keap navigation bar.
If you don't see it in your navigation bar, contact your Keap partner support representative.
What Each Section of Partner Hub Shows You
Partner Hub has five pages:
Alerts — Risk-based notifications for accounts that may need attention.
Dashboard — Portfolio-level widgets showing login engagement across your accounts, new accounts added, and churned accounts.
Customers — A full list of every client account in your portfolio with product tier, billing status, contact usage against plan limits, active users, and login activity.
Performance — Automation and email broadcast activity across your portfolio, broken down by top and bottom accounts for each metric.
Tools — collection of partner tool links: Solution Launchpad, Coaching Portal, Knowledge Base, API documentation and Partner Portal.
How to Review Account Health in the Customers Tab
The Customers tab displays your full client roster. Each row shows the data needed to assess account health at a glance.
Understanding the Data View and Activity View
Data view includes: product owned (Pro / Max / Max Classic), billing status, active users out of seats licensed (e.g. 2/3), contacts used against plan limit (e.g. 1,533/5,000), contacts in automation, and new contacts added.
Activity view includes: total login count, login trend, broadcasts sent, and last login date.
Filtering by Date Range or Account Creator
A date range filter (Last 30 / 60 / 90 days or Custom) is available to adjust the time window. A Created by toggle — Partner only, Customer only, or All — allows filtering to separate partner-built implementations from client-created activity.
Selecting any account opens its detail page, which includes subscription information, usage data, user-level engagement, automation status, and broadcast history.
How to Identify Top and Bottom Performers
The Performance tab shows activity data per client across two views: Automations and Email Broadcasts. Both views surface top and bottom accounts for that metric, making it easier to identify where setups are running as expected and where engagement may be stalling.
Data is most complete at 60- and 90-day ranges. The 30-day view may show limited data depending on account activity.
How Alerts Notify You of At-Risk Accounts
Alerts monitor accounts continuously and surface issues that may otherwise go unnoticed until a client reaches out. There are three alert levels:
Alert types are configurable in your Partner Hub settings. Selecting an alert opens the associated account for more detail.
What AI Insights Shows on a Client's Detail Page
An AI Insights panel is available on each client's detail page. It surfaces AI-generated observations about that account, including usage patterns, engagement trends, and potential risks that may not be immediately apparent from the raw data. Insights gathered via AI are presented alongside the standard account views.
How to Export Account Data and Client Reports
The Customers tab includes an Export option to download the current filtered view as CSV or XLSX. Each client detail page offers a PDF account summary that can be customized with partner branding.
How to Read the Dashboard at a Glance
The Dashboard provides three portfolio-level widgets:
Login Engagement — Tracks login frequency across accounts and surfaces those with declining or no recent activity.
New Accounts — Shows accounts added to your portfolio within the selected time period.
Churned Accounts — Displays accounts that have cancelled or become inactive.
The date range filter applies across all three widgets.
Frequently Asked Questions
Is Partner Hub the same as the Partner Portal or PRM?
No. The Partner Portal and PRM is where you register leads, view commissions, and access collateral — it is Salesforce-based and managed by the partner operations team. Partner Hub is a separate product embedded in your app, focused on account health and portfolio reporting.
Why is the Performance tab empty?
Performance data is most complete at 60 or 90 days. The 30-day view may show limited data depending on account activity. If the Performance tab remains empty after extending the date range to 60 or 90 days, contact your partner support representative.
Can I see sandbox accounts in my portfolio?
Yes. Sandbox apps are visible in the Customers tab and can be used to explore Partner Hub functionality.
My account count shows "1.2K." Is that right?
Yes. Account counts above 1,000 display in abbreviated K format. For example, 1,200 accounts displays as 1.2K. This is expected behavior.
Where do I get help with Partner Hub?
Contact your partner support representative, or access the Coaching Portal and Knowledge Base directly from the Tools tab within Partner Hub.
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