Stop managing deal registrations over email and spreadsheets with no structure. This free template gives you a ready-to-use framework for tracking partner deal registrations — complete with all the fields, statuses, and columns your channel program needs.
What's Included
- Registration Form Fields — Partner name, customer company, contact info, deal value, expected close date, products, and notes
- Status Tracking — Submitted → Under Review → Approved → Active → Won/Lost/Expired
- Duplicate Detection Column — Flag potential overlaps by customer domain
- Auto-Expiration Dates — 90-day default exclusivity window calculated automatically
- Partner Performance Summary — Track registrations per partner, win rates, and deal values
Template Preview
| Reg ID | Partner | Customer | Domain | Deal Value | Status | Submitted | Expires |
|---|---|---|---|---|---|---|---|
| DR-001 | Acme IT Solutions | Meridian Corp | meridian.com | $45,000 | Approved | Jan 15, 2025 | Apr 15, 2025 |
| DR-002 | TechBridge Partners | Lumen Industries | lumen-ind.com | $22,000 | Under Review | Jan 18, 2025 | — |
| DR-003 | Nexus Consulting | Meridian Corp | meridian.com | $38,000 | Duplicate | Jan 20, 2025 | — |
How to Use This Template
- Download the template — click the button below to get the Google Sheets / Excel version
- Customize fields — add or remove columns to match your program's specific requirements
- Share with partners — give partners a form or portal to submit registrations (or accept email submissions and enter them yourself)
- Review and approve — check for duplicates, validate opportunities, update statuses
- Track and report — use the summary tab to monitor program health and partner performance
Download the Free Template
Google Sheets format — make a copy and start using immediately. No signup required.
Download Template →When to Upgrade to a CRM
This template works well for programs with fewer than 20 partners and under 50 registrations per month. Beyond that, you'll want a CRM with automated duplicate detection, approval workflows, and a partner self-service portal. Our CRM comparison guide covers the best options at every budget.