Operating model for tracking, attributing, and accelerating partner-sourced
Scanned 2/12/2026
Install to Claude Code
npx -y skills add gtmagents/gtm-agents --skill partner-revenue-desk --agent claude-codeInstalls into .claude/skills of the current project.
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---
name: partner-revenue-desk
description: Operating model for tracking, attributing, and accelerating partner-sourced
revenue.
---
# 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.
---
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