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For MSPs, VARs & SIs · Notion template

Partner Compass — Strategic Vendor Map

Classify every vendor, track MDF and deal-reg, and see rebate thresholds in one place.

What you get

The Notion workspace we use with Partner Compass clients to turn a scattered vendor list into a managed portfolio. Portfolio classification, MDF tracker, deal-registration log, rebate threshold planner, and a weekly cadence board.

  • Classify vendors as Anchor, Growth, Utility or Exit
  • Track MDF entitlements, claims and expiry per vendor
  • Log deal registrations and margin impact
  • See rebate thresholds and progress-to-next-band

Approx. 15 minutes to set up in your Notion workspace.

Free — takes 30 seconds

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