Partner tier review board for quarterly promotion calls

Build me an internal partner tier review board that my partner manager works through each quarter to decide which Introw partners get promoted, demoted, or put on a performance plan. The main screen is a board of cards, one card per partner, grouped into columns by tier. Load the roster with the Introw List Partners operation, following the cursor pagination until it is exhausted, and pull full detail for a selected partner with Get a Partner. Every partner in the organisation should appear, including the ones with no activity at all, because dormant partners sitting in a high tier are exactly what this review is meant to catch.

Each card carries the numbers the decision actually depends on: partner-sourced revenue for each of the last two closed quarters, total commissions earned, payouts paid to date, months since the partner's last closed-won deal, and the partner's current lifecycle phase and owner. Get sourced revenue from HubSpot: take the domain from the Introw partner record, find the matching company with HubSpot Search Companies filtered on the domain property, confirm it with Get Company, then run Search Deals filtered to that associated company with a closed-won deal stage and a close date inside each quarter window, summing the deal amounts. Use Get Deal to list the individual deals when the manager opens a card. Commission totals come from Introw List Commission Lines filtered by partner: sum the line amounts, exclude any line with status VOIDED, and show expected, pending, and in-payout separately so the manager can tell booked money from earned money. Payouts to date come from List Payouts filtered by partner, counting only payouts that have reached the PAID stage. Introw returns money as decimal strings paired with an ISO currency code, so parse them carefully and never mix currencies into one total without labelling it.

Make the promotion criteria explicit rather than leaving the manager to eyeball it. Let me define each tier with a short list of five to seven plain-language criteria that blend outcomes (sourced revenue across the trailing two quarters, count of closed-won deals, commission earned) with capability and activity signals (a closed deal within the last N months, a named owner, a completed lifecycle phase). Store that threshold configuration inside the app so I can edit it without rebuilding. Every card then shows a compact readout of that partner against the thresholds for the next tier up, each criterion marked met or not met with the size of the gap where it is not, plus a clear flag on any partner who no longer clears the bar for the tier they are already in.

Let me sort and filter the board by sourced revenue, total commission, or months since last closed deal, and filter by owner, lifecycle phase, and a "below the bar for current tier" toggle. Sorting reorders cards inside their columns rather than flattening the tier grouping.

Dragging a card from one column to another is a real write: call Introw Update a Partner to set the new tier, behind a confirmation step that names the partner, the old tier, and the new tier, and roll the card back visually if the call fails. Each card also has a phase selector and an owner selector that write the lifecycle phase and the owner through that same Update a Partner operation. Keep an in-app log of every tier, phase, and owner change with who made it and when, so the quarter's decisions stay auditable.

Add a "Prepare review brief" button on each card that starts a background agent for that partner. The agent pulls the partner record with Get a Partner, the deal history from HubSpot with Search Deals and Get Deal, and the commission and payout record with List Commission Lines and List Payouts, then searches the web for recent news about the partner's company and any sign their business has shifted, such as a funding round, an acquisition, layoffs, a new focus area, or a competing partnership. It writes a one-page brief containing a short performance summary, the trend across the last two quarters, the outside signal it found with source links, a recommended action of promote, hold, demote, or performance plan, and the reasoning behind it. The brief is written back into the app and stored against that partner so it shows on the card with its generated date and opens in full on click. Show a running status on the card while the agent works, and let several briefs run at once.

From an open brief, give me a "Post to Slack" action that sends it to a channel I choose using the Slack Send a Message operation, formatted in Slack markdown with the headline numbers and the recommendation at the top, so the review call has context before it starts. The audience is one or two partner managers working through the whole roster in a sitting, so keep the board dense and information-first: the numbers should be legible on the card face, not hidden behind clicks.