Partner performance report template for marketplaces and platforms
Free to use and adapt for your own work.
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Rollstack team, reviewed by Nabil Jallouli Updated Nov 11, 2026
Marketplaces live on their partners: dealers, sellers, hotels, restaurants, agents. A monthly partner performance report shows each one what the marketplace delivered, how they compare with similar partners nearby, and three specific ways to do better. This template gives you 8 slides for that report, with car dealer sample data you can adapt to any marketplace, and a way to send a version to thousands of partners every month.
The 8 slides
| # | Slide | What goes on it | Data you need |
|---|---|---|---|
| 1 | Summary | Leads, views and cost per lead, with the one thing that drove the month | Marketplace data |
| 2 | Lead trend | Thirteen months of leads against similar partners nearby | Marketplace data |
| 3 | Shopper funnel | Views to detail pages to leads to appointments, with the conversion at each step | Marketplace data, partner CRM integration |
| 4 | Inventory | Listings by segment, days on market and leads per listing against the local market | Marketplace data |
| 5 | Pricing | How listings are priced against similar ones, and what that does to leads | Pricing model |
| 6 | Partners nearby | Rank against similar partners, anonymized, and what the leaders do | Marketplace data |
| 7 | Lead response | Response time and its effect on appointments | Messaging data |
| 8 | Recommendations | Three actions with the expected effect, and the next step with the account manager | Written from the data |
| A | Appendix | Definitions of leads, cost per lead, days on market, price rating and peers | Marketplace operations |
The file has 11 pages: these 8 slides plus a cover, an appendix and a how-to slide you delete before presenting.
Adapt it to your marketplace
| Marketplace | Swap the sample metrics for |
|---|---|
| Car dealers | Leads, vehicle detail views, days on market, price rating, response time |
| Hotels and travel | Bookings, search impressions, conversion, average daily rate against comparable properties, review score |
| Restaurants and food delivery | Orders, menu views, conversion, prep time, ratings, promotions |
| Retail sellers | Orders, product views, conversion, price competitiveness, delivery speed, returns |
| Real estate agents | Leads, listing views, days on market, price changes, response time |
Rules for partner reports that drive action
Lead with what the partner earned. Leads, bookings or orders come first, in their language. Platform metrics come after.
Benchmark against partners like them. Compare with similar partners nearby, anonymized. A national average tells a single location very little.
Recommend three things, with the effect. "Reprice 19 vehicles, about 50 more leads a month" gets done. A list of ten tips does not.
Make it the same every month. Partners learn where to look, and account managers can run a short review instead of a long explanation.
Send it to every partner. The long tail of partners is where churn hides. A report that reaches all of them is cheaper than an account manager for each.
Mistakes we see most often
- Platform vanity metrics, such as impressions, without the leads or orders they produced.
- Benchmarks against the whole marketplace instead of comparable partners.
- Recommendations with no expected effect, so partners cannot prioritize.
- Reports only for the largest partners, while the rest hear nothing until renewal.
- An analytics team building partner decks by hand, a few hundred at a time.
Thousands of partner reports, every month
- Open this template in Rollstack and connect your marketplace data, directly or through your warehouse or BI tool. Rollstack also works with spreadsheets, documents and any source with an API.
- Map each chart and table to its source once, filtered by partner.
- Create one version per partner with Bursts. Each report contains only that partner's numbers and anonymized local benchmarks.
- Schedule the reports for the same day every month, and let account managers add a line for their top partners.
CarGurus delivers tailored reporting to more than 30,000 dealer partners with Rollstack.
"We now spend 80% of our time generating insights instead of compiling data."
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What our customers say
“We now spend 80% of our time generating insights instead of compiling data. The quarterly business review decks we generate with Rollstack easily drive our most valuable client meetings.”
Nader KhalilDirector of Field AM, CarGurus“The Monthly Performance Review is now the one piece of content that reaches every practice in our network, every month, and anything we add to the master template goes out with it.”
“Rollstack has been a highly effective tool for our team and company. It has simplified the process of keeping recurring slide decks updated with the latest data, resulting in a noticeable improvement in efficiency and productivity. The tool has streamlined our workflow and saved us valuable time.”
Michael KesslerDirector Business Operations, KargoCommon questions
What is a partner performance report?
A regular report from a marketplace or platform to each of its partners, such as dealers, sellers or hotels, showing the results the platform delivered, how the partner compares with similar partners, and what to do next.
What should a dealer performance report include?
Leads and their trend, listing views and conversion, inventory and days on market, pricing against the local market, response time, an anonymized comparison with nearby dealers, and three recommendations.
How do you benchmark partners without sharing competitors' data?
Compare each partner with an anonymized group of similar partners nearby, and show ranks or averages rather than named results.
How often should partners get a report?
Monthly for most marketplaces, with a quarterly business review for the largest partners.
How do you send a report to thousands of partners?
Build one template and generate a version per partner from the same data. Rollstack does this with Bursts and sends them on schedule.
Get the template
Free to use and adapt for your own work.
Native PowerPoint charts and tables, sample data from a fictional marketplace and dealer, and speaker notes on every slide. Using Google Slides? Upload the file to Drive and open it with Google Slides; charts arrive as pictures, everything else stays editable, so it's best in PowerPoint.
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About Rollstack.
Rollstack is the AI presentation platform for business reporting. It connects to data warehouses such as Snowflake, Databricks, BigQuery and Redshift, BI tools such as Tableau, Power BI and Looker, and spreadsheets such as Excel and Google Sheets. It also connects to CRMs such as Salesforce and HubSpot, PDFs and documents, and any other source through its API. It builds decks in your own PowerPoint or Google Slides template, links every number to its source, refreshes on a schedule, and creates one version per region, sales channel, team, product line or client. Teams build and edit decks in Rollstack, export them to PowerPoint, Google Slides or PDF, and each stakeholder gets their version in a personalized email. Rollstack is LLM-agnostic, access follows the permissions in your BI tools and warehouse, and it is SOC 2 Type II, HIPAA and GDPR compliant. Customers include SoFi, Tripadvisor, CarGurus and Octopus Energy.
Partner performance report template for marketplaces and platforms · 11 pages
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