Admin Plans Management — Product Tour

Full walkthrough

1. Onboard → Plans gives admins control over the partner business planning lifecycle. Its two sub-menus are Plan Templates, where you build and assign business plan frameworks, and Partner Plans, where every submitted plan is managed and approved.
2. View Plan Templates is the library of every business plan framework you offer partners.
3. Each row shows Template Name (a link to the full record), Type, Fiscal Period, Target Tiers, Status, Plans Submitted with a View link, Approved progress and Last Modified.
4. Create Template builds a new template, Create from QBR drafts one from a quarterly business review document, Archive and Delete act on the selected rows and Create View saves your own list configuration. Search Plan Template finds a template by name, and Saved Filters (All Templates, Draft, Published, Archived) slice the list by status.
5. Create View builds a reusable view of this list. Press Next and we'll open it.
6. Choose the columns — Created by, Created On, Fiscal Year, Is Locked, Modified by and Template Name — and name the view, so the layouts you use most are one click away.
7. Create Template opens the Create Plan Template form. Press Next and we'll open it.
8. Template Information defines the framework — name, type, fiscal year and quarter, and description. Target Partners picks the tiers and partner types, QBR Document Upload can auto-generate objectives, and Plan Objectives holds the goals. Template Name is required and unique, and Template Type (Joint Sales, Joint Marketing or Joint Business Plan) sets how the plan is categorized and reported.
9. Save as Draft creates the template without publishing it; Publish makes it available right away. Press Next and we'll save it as a draft.
10. The new template is in the grid as a Draft and available for assignment. Press Next and we'll open it.
11. Edit, Delete and Assign To manage the template from its record.
12. Template Information shows Template Name, Template Type, Fiscal Year, Fiscal Quarter, Status, Created By, Target Partner Tiers, Target Partner Types and Description.
13. QBR Document Analysis shows the insights and goals AI extracted from the uploaded review. Plan Objectives lists each Objective with Type, Target Metric, Target Value, Priority and Benchmark — AI-made ones carry a sparkle. Generate AI Objectives suggests more.
14. Partner Plans lists every plan created from this template, with Partner, Plan Name, Status, Progress and Submitted date.
15. Assign To shares the template with users or groups. Press Next and we'll open it.
16. Choose User or Group, tick who gets the template in the directory tree and set the access level — Read Only or Read/Write. Press Next and we'll save the assignment.
17. Assignment History now logs the new row — Assigned To, Type, Access Level, Assigned By and Assigned On.
18. Onboard → Plans → Partner Plans is where every plan partners create is managed and actioned.
19. Each row shows Plan Name (a link to the record), Collaborate, Partner, Template, Type, Progress, Status and Submitted date. The pencil edits a plan, and Collaborate appears while a plan is Draft or Pending Approval.
20. View switches the list view; Search Partner Plans, Filter and Saved Filters narrow the grid.
21. Saved Filters run from All Plans through Draft, Ready for Submission, Pending Approval, Approved and Rejected. A plan moves from Ready for Submission to Pending Approval once the partner submits it.
22. Filter builds precise conditions. Press Next and we'll open it.
23. Set conditions on Plan Name, Partner, Status and Type, then Apply.
24. Plan Name opens the full record. Press Next and we'll open Aether Reseller's FY25Q4 Enablement Plan.
25. The header shows the plan status, with Edit, Delete, Assign To and Collaborate. Collaborate appears only while a plan is Draft or Pending Approval.
26. Four cards track Overall Progress plus Sales, Marketing and Enablement Goals.
27. Partner Plan Information is the partner's commercial profile — Plan ID, Plan Status, Plan Name, Plan Type, Partner Business Manager, Channel Marketing Manager, Partner Company Name, address, Main Phone, Website, Partner Account Type, Partner ID, Preferred Distributor and Specializations.
28. Company Description, Market Segmentation, Company Strengths, Company Weakness, Key Differentiators and Go To Market Strategy give the approver context before evaluating the plan.
29. SWOT Analysis shows the four quadrants the partner filled in — Strengths, Weaknesses, Opportunities and Threats.
30. Admins can edit these values in the approval form before finalizing, which helps align the go-to-market plan with the partner's real capabilities.
31. Quarterly Pipeline Approach sets Raw, Qualified and Approved Pipeline and Closed-Won for each Fiscal Quarter.
32. Certifications Training lists who will be trained — Training Type, Participant, Department, Training Date and Completion Status.
33. Campaign Calendar schedules the partner's campaigns — Campaign Executive Name, Campaign Name, Proposed and Actual Execution Date, Target List Size and Comments.
34. Approval History appears at the end of the record once the partner submits the plan. Each row shows Step, Level, Submitter, Approver, Status, Comments and Action Date. Steps are actioned in sequence: completed steps show their final status and timestamp, and the Active step is the one awaiting action (here, Level 2). Approve and Reject sit in the section header while the plan is Pending Approval or Ready for Submission.
35. Approve opens the plan for review. Press Next and we'll open it.
36. The plan opens in edit mode, so the admin can review and update Partner Plan Information, Company Strategy and SWOT before acting.
37. Comments are required — enter the notes the partner and the next approver will see.
38. Approve completes this level. Press Next and we'll approve it.
39. Level 2 is now Approved with your comment and Action Date, and Level 3 is Active. The plan stays Pending Approval, so Approve and Reject remain until the last level is actioned.
40. Reject opens the same edit mode. Add context in Comments and click Reject to return the plan to the partner.
41. Plan Status updates through the process, the Partner Plans grid stays accurate and the partner is notified at every decision. That completes Admin Plans Management: Plan Templates, creating and assigning templates, objectives, the Partner Plans grid, the partner plan record with profile, SWOT, pipeline, training and campaigns, and multi-level approval.

Questions about this tour

What does the ZINFI Admin Plans Management product tour cover?

The Admin Plans Management tour walks through the module screen by screen in 41 guided steps. Admin-side walkthrough of partner business planning — the Plan Templates library, creating and assigning templates and objectives, the Partner Plans grid, the full partner plan record with company profile, SWOT, quarterly pipeline, certifications and campaign calendar, and the multi-level approval workflow for approving or rejecting a plan.

Which platform and pillar does Admin Plans Management belong to?

Admin Plans Management is part of the ZINFI Unified Partner Management (UPM) platform, under the Onboard pillar.

How long does the ZINFI Admin Plans Management tour take?

About 14 minutes at a normal pace — 41 guided steps through the Admin Plans Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Onboard pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Admin Plans Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.