Dashboard
Overview of your revenue pipeline
Revenue Hub
Sign in to access your dashboard
Secure access for JPTD Partners team members only.
Sign in to access your dashboard
Secure access for JPTD Partners team members only.
Overview of your revenue pipeline
All tracked deals and payment schedules
| Client | JPTD Rep | Referral Partner | Lead Source | Type | Target Close | Expected Invoice |
|---|
Every payment line across all deals
| Deal | Referral Partner | Invoiced To | To Invoice | Date | Status | JPTD Rep | Buyer | Lead Source | Revenue Type | Notes |
|---|
Run quick reports or build your own
Maintain active partners and their fee schedules
| Partner Name | Fee (%) | Status | Notes |
|---|
Add team members and set their access
| Name | Role | Added |
|---|
| Invoiced To | Date | Client Receives | We'll Invoice | Referral Fee | Revenue Type | Status | Notes | |
|---|---|---|---|---|---|---|---|---|
| Totals | $0 | $0 | $0 | |||||
The member signs in with this email and temporary password. Admins can manage the team and referral partners.