Partner Channel reporting platform

Context

Stood up a net-new analytics team to support a newly formed Partner Channel sales & ops organization. No existing reporting infrastructure. Leadership needed daily visibility into 5,000+ agent locations across 14 regional markets.

The problem

Partner Channel reporting existed as a collection of manual one-off tasks spread across individuals. There was no single source of truth, no daily cadence, and no automation. Targets changed frequently mid-cycle. A Reduction in Force eliminated the sole SME for the target load process mid-year, creating immediate operational risk.

Methodology

Phase 1 — Audit & architecture

Mapped all existing manual data flows, identified owner dependencies, and prioritized by business criticality. Defined a “Big 3” core suite before expanding:

• A daily driver report for exec review
• A partner-level performance report for SVPs
• A national performance leaderboard for field agents and POCs

Phase 2 — Automated report engineering

Built 12 automated reports in production, including:

• Indirect Executive Daily Report — top-line metrics for VP-level daily stand-up
• Indirect Partners Report — multi-dimensional channel view for SVPs
• Aligned Performance Report (National Leaderboard) — ranks agents across regions; direct field access for agents and Verizon POCs
• Indirect Zero Doors Report — surfaces agent locations with zero gross adds for targeted intervention
• Partner Channel Survival Rate Report — gross add retention at key post-activation intervals
• Automated Agent Targets Script — daily pacing against multiple concurrent targets with remaining volume calculation
• VZ Engage Reporting — raw output compiled into per-Master Agent dashboard snapshots, auto-distributed
• Plus: Backorder Performance, Same-Day reporting, Weekly Performance Reviews, National Retail Labor Model Summary, Agent Non-Box Perk Sales

Phase 3 — Financial & forensic analytics

Beyond recurring reports, built analytical frameworks for strategic decisions:

• Promo Cost/Benefit Reporting — tracked spend efficiency; directly supported Q2 sales volume targets while maintaining financial discipline
• Waived Activation Fee Analysis — engineered logic to identify credit leakage and prevent over-credits
• Agent Timestamp Analysis — identified locations misaligned with operational hours or underutilizing sales leads
• Same Device Activation Analysis — quantified YoY revenue impact and Agent vs. Store channel performance delta

Phase 4 — Business continuity under constraint

When the target load SME role was eliminated mid-year, absorbed the full technical workload personally. Maintained zero disruption to field visibility and compensation metrics while running the complete data load, validation, and scheduling cycle solo. Managed complex target changes from evolving business priorities, proactively setting expectations with market partners.

Stack

SQL (Teradata), Python, BTEQ, Google Sheets + App Script + Google APIs (cloud migration bridge), Tableau, VBA.

Impact

• 12+ automated reports in production, 0 manual
• Serving 5,000+ partner locations daily
• Zero reporting downtime through RIF-driven headcount loss
• Manager feedback: “creative and complex solutions… business partners thrilled with performance, flexibility, and sense of urgency”