What Needs to Be Tracked Now

Purpose

The goal is to track the minimum information needed to know:

which partners are active
where partners are placed
whether members are engaging
whether tracking exists
whether revenue or strategic value is being created
what the next action is

This is not the full KPI dashboard yet.

This is the basic tracking layer needed to manage partners now.

Tracking Flow

flowchart TD
  A[Partner] --> B[Status]
  B --> C[Placement]
  C --> D[Member Engagement]
  D --> E[Referral or Conversion]
  E --> F[Revenue or Strategic Value]
  F --> G[Review Decision]

1. Partner Status Tracking

Track the current state of each partner.

Field	Example Values
Partner Status	active, pending, paused, offboarded, needs review
Approval Status	approved, pending, rejected, not applied, unknown
Onboarding Status	onboarded, partially onboarded, not onboarded
Strategic Fit	fit, not fit, needs review, future fit
OS Readiness	ready, needs update, needs tracking, needs country review, not ready
Current Decision	keep, complete, update, convert, pause, offboard
Next Action	verify login, add tracking, review fit, place in guide
Owner	internal person responsible

2. Placement Tracking

Track where the partner is actually shown.

Field	Example Values
Placement Surface	OS, Partner page, Mighty, event, network, GFIS, social, email, advisor follow-up
Placement Type	guide, checklist, recommendation, event, social post, email, directory listing
Placement Status	planned, live, paused, removed
Placement Link	URL or location
Date Placed	date partner went live
Placement Owner	person responsible

This matters because a partner may be approved but not actually placed anywhere.

3. Member Engagement Tracking

Track whether members are interacting with the partner placement.

Engagement Type	What to Track
Views	how many people saw the placement
Clicks	how many clicked the partner link
Form submissions	how many requested more information
Event registrations	how many registered for a partner-related event
Event attendance	how many attended
Email clicks	how many clicked from email follow-up
Social engagement	reactions, comments, shares, reposts
Advisor referrals	how many were referred manually
Replies or inquiries	direct questions or interest from members

For now, this can be tracked manually if automation is not ready.

4. Referral and Conversion Tracking

Track whether engagement turns into action.

Field	Example Values
Tracking Method	affiliate link, referral code, dashboard, manual, event tracking, no tracking
Affiliate Link	partner tracking link
Referral Code	code used by Eprenz members
Dashboard Exists?	yes, no, unknown
Clicks Reported	number from dashboard or manual tracking
Signups Reported	number of partner signups
Qualified Leads	members who showed clear interest
Partner Conversations	calls, demos, consults, or direct introductions
Conversion Status	clicked, signed up, booked, purchased, unknown

5. Revenue Tracking

Track direct and indirect value.

Revenue Type	What to Track
Affiliate revenue	commission from signups or purchases
Referral revenue	payment from referred customer or lead
Sponsorship revenue	GFIS, event, campaign, or ecosystem sponsorship
Revenue share	partner revenue split, if applicable
Manual referral value	manually confirmed value from partner
Strategic value	non-cash value such as credibility, event support, content, or introductions

Recommended fields:

Field	Example Values
Revenue Model	affiliate, referral, sponsorship, revenue share, strategic, none
Commission Terms	percentage, flat fee, unknown
Revenue Received	amount received
Revenue Pending	amount expected
Reporting Source	dashboard, invoice, partner update, manual
Last Revenue Check	date checked
Revenue Notes	context

6. Strategic Value Tracking

Not every partner will produce immediate revenue.

Some partners matter because they support ecosystem value.

Track this separately.

Strategic Value Type	Example
Knowledge value	supports a guide, checklist, or resource
Event value	hosts, teaches, sponsors, or activates a topic
GFIS value	sponsor, speaker, panelist, or summit partner
Network value	supports introductions, rooms, or expert access
Brand value	improves Eprenz credibility
Social value	useful for co-announcements or campaigns
Advisor value	supports high-trust referrals

7. Review Tracking

Every partner should be reviewed based on status, placement, engagement, and value.

Review Field	Example Values
Last Review Date	date reviewed
Review Outcome	keep, improve, convert, pause, offboard
Reason	low engagement, missing tracking, strong fit, unclear status
Next Review Date	date to check again
Owner	person responsible

Minimum Fields Needed Now

If the sheet needs to stay simple, start with these fields:

Field	Why It Matters
Partner Name	identifies the partner
Partner Status	shows current state
Strategic Fit	shows whether partner fits current strategy
OS Readiness	shows whether partner can be placed
Founder Problem	connects partner to member need
Top Category	connects partner to knowledge layer
Subcategory	makes placement specific
Placement Surface	shows where partner appears
Placement Status	planned, live, paused, removed
Tracking Method	link, code, dashboard, manual, none
Revenue Model	affiliate, referral, sponsorship, strategic, none
Engagement Notes	member response or activity
Current Decision	keep, update, convert, pause, offboard
Next Action	immediate next step
Owner	internal responsibility

Final Rule

Track what helps Eprenz make decisions now.

Do not overbuild reporting before the partner system is active.

The first tracking goal is simple:

Know which partners are placed, which partners are being used, which partners are producing engagement or value, and which partners need to be improved, converted, paused, or offboarded.