FY27 Microsoft Funding and Performance Portal

Customer type

Partner Location country (sets the rate market)

Market C

1Customer’s current licenses

Enter what the customer holds today. Leave a box blank if it doesn’t apply.

M365 Copilot Paid seatsAuto = M365 Copilot + Copilot Business + M365 E7

M365 Copilot — current MAUManual — for the Copilot Deployment Accelerator

Security — ACR / MPU opportunity (manual)

Microsoft Sentinel — ACR opportunity (USD)Sentinel Deployment Accelerator ($5K+)

Defender for Cloud — ACR opportunity (USD)Defender for Cloud Deployment Accelerator ($5K+)

E5 MPU whitespace (users)ME5 Usage Accelerators (XDR / Data Security)

Licenses the customer plans to buy (incremental)

Add the licenses the customer intends to purchase. These add to the eligibility total — and Deployment Accelerators / Conversion Bonuses are measured on this incremental amount, not the current base.

Azure workloads the customer plans to consume (incremental ACR)

Add each Cloud & AI Platforms workload with its incremental ACR.

Azure customer segment

Azure engagements are split by segment: pre-sales is Majors/SMC only (SMB has its own), and the SMB post-sales rate card excludes Majors.

2Your partner qualifications

Tick what your organization holds.

Engagements the customer qualifies for

Eligible now

Combined payout / claim

Follow-on bonuses

1Solution area & partner model

Solution area

Partner model

2Licenses the customer is buying / renewing

3Eligibility

CSP partner model (for the CSP $ estimate)

Recommended upsell plays

Plays

Indicative partner value

Customer revenue / yr — upper bound

Price a specific engagement (optional)

1Choose the program & engagement

Program

Engagement (incentive)

2Customer scale

Customer scale

3Partner eligibility

Tick every qualification your organization holds.

1Tick your qualifications The eligible-program list below updates as you tick

Filter the program list below

Only show what this partner qualifies for

2Capability & Funding Gap Analysis

Presentation export

Partner profile preset

Only show credential gaps

Frontier Partner specialisation progress

Credential roadmap

Workshop Table

Planned Decision Required Not Planned

Planned workshops are shown by default.

Program	Engagement	Phase	Status	Credential route / gap

1Solution Coverage Dashboard

Presentation export

Coverage and whitespace. Uses the qualifications selected under Check partner eligibility. Customer segment is SME&C or Enterprise.

Credential Plan Manager

Central planning register. Held is controlled by the qualification selections on tab 1. For credentials not held, choose Planned, Not planned or Unclassified. Decisions persist in this browser and flow through workshop coverage, gap analysis, ROI and exports.

Import credential plan

Investment, Workshop Availability & Qualification Detail

Credential-driven workshop view. Planned coverage includes credentials explicitly marked Planned and a designation treated as planned-ready when every mapped specialisation beneath that designation is Held or Planned.

Available now Available after plan Decision required Not planned

Planned Decision Required Not Planned

Planned workshops are shown by default.

Two views are shown: Current ROI treats every credential not yet Held, including Planned, as a current gap. Post-plan ROI assumes the Planned roadmap is complete and shows the remaining whitespace. Rankings measure workshop coverage impact, not financial return.

3Metrics Performance

Partner Business Plan dashboard

Exact Partner Health structure. Set targets, select a reporting period and update actuals. The dashboard above the detail updates automatically.

Reporting periodImport metrics data

Date periodCompare toBusiness unit / teamGeography

Monthly Sales Performance by Week

Closed wonForecastTarget

12 Week Trends

WonCreatedLost

Open Pipeline Breakdown

Closed Lost by Category · Month to Date

Target Tracker

Next Week Pipeline

Recent Deal Status Changes & Stage Movement

Executive Insights

Deal Intel FY27 to date · from 1 July 2026

Average Deal Size & Variation

Closed Lost by Category · FYTD

Why We Are Losing

Industry Verticals

Customer Segments

Solution Areas & Microsoft Products

HubSpot Deal Stage Progression

Deals Set to Close · Remainder of Month

Monthly Target & Forecast Position

Closed wonCommit forecastMonthly target

Current-Month Closing Deals

Market A / B / C — country classification

CSP incentive — how each license is classified

License ERP price list (A→Z)

Product	Area	Tier	ERP $/user/mo

All FY27 AI Business Solutions engagements & payout tables

Engagement	Phase	Customer size (min)	Market A	Market B	Market C

Frontier Partner specialisation progress

Credential roadmap

Workshop Table

Workshop Availability by Solution Area

Workshop qualification map

Top 10 ROI Credential Investments

Metric progress over time

Monthly Sales Performance by Week

12 Week Trends

Open Pipeline Breakdown

Closed Lost by Category · Month to Date

Target Tracker

Next Week Pipeline

Recent Deal Status Changes & Stage Movement

Executive Insights

Average Deal Size & Variation

Closed Lost by Category · FYTD

Why We Are Losing

Industry Verticals

Customer Segments

Solution Areas & Microsoft Products

HubSpot Deal Stage Progression

Deals Set to Close · Remainder of Month

Monthly Target & Forecast Position

Current-Month Closing Deals