> ## Documentation Index
> Fetch the complete documentation index at: https://docs-vnext.kiflo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Partner Business Plans: Goals and Progress Tracking

> Build collaborative business plans with partners, define sales and marketing objectives, log activities, and monitor progress toward shared goals.

Business plans in Kiflo are collaborative goal-tracking documents you create with individual partners. They align you and your partners on shared targets — covering sales, marketing, and training objectives — and let both sides track progress in one place. Partners can log their own activities directly from their portal, while you maintain full visibility into how each partner is advancing toward the goals you set together.

## Create a Business Plan

<Steps>
  <Step title="Go to Business Plans">
    From the main menu, navigate to the **Business Plans** page.
  </Step>

  <Step title="Add a New Business Plan">
    Click **Add a new business plan**.
  </Step>

  <Step title="Name the Business Plan">
    Give the business plan a clear, descriptive name — for example, "Acme Corp Q3 Growth Plan" or "FY2025 Reseller Partnership".
  </Step>

  <Step title="Select the Partner">
    Choose the partner that this business plan applies to. Each business plan is associated with one partner.
  </Step>

  <Step title="Set the Start and End Date">
    Define the business plan's time period by selecting a start date and an end date.

    <Warning>
      Business plan periods cannot overlap for the same partner. Only one business plan should be active at a time per partner.
    </Warning>
  </Step>

  <Step title="Click Add">
    Click **Add** to create the plan. You are now ready to define objectives.
  </Step>

  <Step title="Define Sales Objectives">
    Click **Add a sales objective** and fill in:

    * **Name** — A short label for this objective
    * **Description** — What this objective covers
    * **Objective type** — Choose from options like number of leads submitted, deals generated, deals won, revenue generated, or number of new customers
    * **Target value** — The number you want the partner to reach during the plan period

    Add as many sales objectives as needed. Kiflo automatically tracks progress on sales objectives using the real activity data from your partner.

    <Tip>
      Sales objectives are tracked automatically by Kiflo. For example, if you set a "Revenue generated" target, Kiflo will calculate progress from actual deal data — you do not need to update it manually.
    </Tip>
  </Step>

  <Step title="Define Marketing and Training Objectives">
    Click **Add a marketing objective** or **Add a training objective** and fill in the same fields. For objective type, select **Other** (the current available option for these categories) and set a target value.

    <Note>
      Unlike sales objectives, marketing and training objectives are not tracked automatically. You or the partner will need to log activities manually against these objectives to record progress.
    </Note>
  </Step>

  <Step title="Validate the Business Plan">
    Once you and your partner have agreed on the objectives, click **Validate**. The business plan status changes to **Active**.

    <Warning>
      Once a business plan is validated and set to Active, it cannot be edited. Review all objectives carefully before clicking Validate.
    </Warning>
  </Step>
</Steps>

## Manage Activities in a Business Plan

Activities are how progress gets recorded against your business plan objectives. Sales activities are created automatically. Marketing and training activities must be logged manually by you or your partner.

<Steps>
  <Step title="Open an Active Business Plan">
    Navigate to the partner's page and click the **Business Plans** tab, or go directly to the Business Plans page and open the relevant plan.
  </Step>

  <Step title="Log an Activity">
    Click **Activities**, then click **Log activity**.

    * Select the **related objective** this activity counts toward
    * Choose the **activity date**
    * Add a **comment** describing the activity
    * Click **Add**

    The objective's progress value updates immediately to reflect the new activity.
  </Step>

  <Step title="Delete an Activity (If Needed)">
    If you logged an activity in error or need to remove it:

    * Click on the activity in the activities list
    * A **Delete** button appears — click it to remove the activity

    The objective progress adjusts automatically.
  </Step>
</Steps>

<Note>
  Partners can also log marketing and training activities directly from their portal. You will see their logged activities reflected in the business plan alongside your own.
</Note>

## Monitor Business Plan Progress

<Steps>
  <Step title="Open the Partner's Page">
    Navigate to the **Partners** section and click on the specific partner whose business plan you want to review.
  </Step>

  <Step title="Click the Business Plans Tab">
    If the partner has an active business plan, the **Business Plans** tab appears on their page. Click it to open the progress view.
  </Step>

  <Step title="Review Objectives and Progress">
    You see all objectives grouped by category — sales, marketing, and training — with three key values for each:

    * **Target value** — The goal you set at the start
    * **Current value** — What has been achieved so far
    * **Progress** — How close the partner is to the target

    Use this view to spot partners who are on track and proactively reach out to those who are falling behind.
  </Step>
</Steps>

## Replicate a Business Plan Across Many Partners

If you manage a large partner network and want to apply the same business plan structure to multiple partners, Kiflo lets you replicate a business plan. This saves you from recreating objectives manually for every partner. Look for the replicate option on an existing business plan to copy its structure to additional partners.

## Track MDF with Business Plans

You can use the marketing objectives in a business plan to track **Market Development Funds (MDF)** — the budget you allocate to partners for joint marketing activities. Create a marketing objective with the MDF budget as the target value, then log co-marketing activities against it to keep an accurate record of how funds are being used and what results they are producing.

<Tip>
  Reviewing business plan progress on a regular cadence — for example, monthly check-ins — gives you the opportunity to adjust strategies with underperforming partners before the plan period ends rather than after.
</Tip>