Partner deal registration template (free Google Sheet, and the point where it stops working)
Most partner-driven revenue never gets tracked. The spreadsheet is usually where it goes missing.
If you run a partner program alone and somebody asks "which deals came from partners this quarter," the honest answer is often a Google Sheet you inherited, a Slack thread, and memory. This page gives you a deal registration template that works, explains the three fields people leave out, and tells you the partner count where a sheet stops being the right tool.
Copying the template
The template is a single Google Sheet with two tabs, Deals and Partners, plus a short read-me. Make your own copy here. Share the Deals tab with partners as view-only, and give them a form for submissions.
Prefer Excel? Download the .xlsx.
Deals tab columns
| Column | Why it's there |
|---|---|
| Deal name | The company, not the contact. Contacts change. |
| Partner | Must match a row on the Partners tab exactly. Free text here is how attribution dies. |
| Registered on | The date the partner told you, not the date you logged it. |
| Source | Portal, email, Slack, event, or link. You'll want this later. |
| Stage | Use your CRM's stage names. Don't invent new ones. |
| Amount | Estimated. Update on close. |
| Close date | Blank until it closes. |
| Last activity | The date anything happened. This is the column that goes stale first. |
| Commission % | From the partner's terms. Per deal, because terms change. |
| Commission owed | Amount × commission %, filled on close. |
| Paid on | Blank until you pay. |
Partners tab columns: partner name, contact, email, commission %, agreement date, status.
Adding the three fields people leave out
Most templates stop at name, partner, stage, and amount. Three more fields decide whether the sheet is useful in six months.
Registered on: Two partners will eventually claim the same deal. The one who registered it first wins, and you need the date to settle it without a phone call.
Last activity: A deal that hasn't moved in 60 days is not a deal. Without this column you can't find the stalled ones without reading every row.
Paid on: You promised a partner 15%. The deal closed in March. It's July. The "Paid on" column being blank is the only thing that tells you that you owe them money.
Knowing when the sheet stops working
The sheet works until roughly 10 partners or 50 open deals. Past that, three things break in a predictable order.
The partner column stops matching. Someone types "Acme" and someone else types "Acme Corp" and now Acme has two rows on the leaderboard. Fixing it means reading every row.
Last activity goes stale. Nobody updates a date column by hand. Within a month the sheet says every deal is alive, and it's wrong about half of them.
Commission math moves to a second sheet. Once you're paying more than a few partners, the calculation leaves the deal row and lives in a payout tab that only you understand. When you're on vacation, nobody gets paid.
None of that is a spreadsheet problem. A spreadsheet is a fine place to record 20 deals. It's a bad place to keep them current, because keeping them current is a job, and the job is yours.
Retiring the sheet
SoundGTM is a partner program platform for the one person running the whole program. Partners register deals through a portal, a tracked link, or a form on your site. You tag the partner on the deal in your CRM, and from there SoundGTM keeps the stage, close date, and last activity current on its own.
Every deal gets a risk score from its stage, age, and activity. When one goes quiet, SoundGTM tells you and drafts the check-in email. When a deal converts, the commission calculates itself against that partner's terms and queues for you to authorize. The "Paid on" column stops being your problem.
The trade-off is real: somebody still has to tag the partner on the deal. If the deal is in your CRM with no partner attached, SoundGTM can't see it either.
Free up to 10 partners and 50 deals, with no credit card. Connect HubSpot or Attio on the free tier. AI drafting and LinkedIn features are on paid tiers.
Click through the demo without signing up: partnertracker.soundgtm.com/demo
Or give the spreadsheet a dignified retirement. Start free.