Brainforge Knowledge

README-monthly-stats

5 min read

Snowflake Monthly Account Stats – Quick Reference

What Is This?

The Monthly Account Stats Package is a lightweight monthly report format for sending progress updates to your Snowflake partner manager (e.g., Connie Morris). It answers three key questions Snowflake partners care about:

  1. Consumption – How much Snowflake activity are we driving?
  2. Certifications – How many certifications are we working on / have we received?
  3. Proof Artifacts – What materials have we sent that Snowflake can circulate with their AEs?

When to Use It

  • Frequency: Last Friday of each month (per TEST monthly cadence §6.3)
  • Audience: Snowflake partner manager (primary contact: Connie Morris)
  • Format: Email or Slack summary with link to full report (stored in vault or shared doc)

How to Use It

Step 1: Copy the Template

  1. Navigate to knowledge/sales/partners/Snowflake/monthly-account-stats-template.md
  2. Copy the template to a new file named monthly-account-stats-YYYY-MM.md (e.g., monthly-account-stats-2026-04.md)
  3. Store completed monthly reports in knowledge/sales/partners/Snowflake/monthly-reports/ (create folder if needed)

Step 2: Populate Each Section

Use the “How to Populate” guide in the template (Appendix section) for each metric:

Consumption Line

  • Source: Snowflake Partner Portal dashboard OR consumption reports from Snowflake AEs
  • If data is unavailable: Mark as “TBD – awaiting Snowflake report” and note the status
  • Proxy metrics (if needed): Active warehouses, queries run, or qualitative growth notes

Certifications

  • Source: Snowflake University completion records, team member tracking spreadsheet
  • Action: Update status for each team member (Not Started / In Progress / Completed)
  • Include: Snowflake Sales Accreditations, Technical Certifications, Data Engineering Certs, SPN registration

Proof Artifacts

  • Source: Sent emails, Slack threads, shared Google Drive folders
  • Action: Log every case study, one-pager, playbook, or enablement asset sent to Snowflake
  • Include: Date, artifact name, type, recipient(s), and purpose/context

Step 3: Share with Snowflake

  1. Finalize the report by end of month (last Friday)
  2. Send to partner manager via email or Slack:
    • Subject: Brainforge x Snowflake – Monthly Account Stats [YYYY-MM]
    • Body: Brief summary + link to full report (Google Doc, Notion, or attached PDF)
  3. Optional: Schedule a quick 15-min sync call to walk through the report and discuss next steps

Integration with Existing Snowflake Structure

This monthly stats package complements the existing Snowflake partner files:

FilePurposeRelationship to Monthly Stats
PARTNER_CONTROL_CENTER.mdMaster partner record (strategy, contacts, pipeline)Source: Pull pipeline updates, active opportunities, and next actions from Control Center into monthly report §4
monthly-account-stats-template.mdMonthly reporting templateUse: Generate monthly reports from this template
monthly-reports/ folderArchive of completed monthly reportsStore: Save each completed report here (e.g., monthly-account-stats-2026-04.md)
meetings/ folderMeeting notes, talking pointsReference: Use meeting notes to inform “Next Steps” and “Open Questions” sections
engagement/ folderRep enablement materials, email draftsTrack: Log these materials in §3 (Proof Artifacts) when sent to Snowflake

Tips for Success

1. Keep a Running Log

Don’t wait until month-end to populate the report. Keep a running log throughout the month:

  • Track consumption data weekly (if available)
  • Update certifications as team members progress
  • Log artifacts immediately after sending

2. Use “TBD” When Needed

If you don’t have exact consumption numbers, use:

  • “TBD – awaiting Snowflake partner dashboard access”
  • Proxy metrics (e.g., “3 active Snowflake accounts, up from 2 last month”)
  • Qualitative growth notes (e.g., “LMNT increased usage ~30% based on warehouse activity”)

3. Focus on Proof Points

Snowflake partner managers want to see:

  • Tangible activity (consumption, new accounts)
  • Investment in the partnership (certifications, training)
  • Enablement materials (case studies, one-pagers they can share with AEs)

Even if consumption data is “TBD,” showing progress on certifications and artifacts demonstrates commitment.

Use the monthly report as a forcing function for strategic partner conversations:

  • “Here’s our progress this month – can we schedule a call to discuss Q2 co-marketing?”
  • “Certifications are in progress – what else do we need to unlock Tier 2 SPN benefits?”

Example Workflow (End of Month)

Date: Last Friday of the month (e.g., 2026-04-25)

Steps:

  1. Copy template to monthly-reports/monthly-account-stats-2026-04.md
  2. Populate consumption line:
    • Check Snowflake partner portal (if available)
    • If not available, note “TBD – following up with Connie for consumption report”
    • Add qualitative notes: “LMNT warehouse usage increased; CTA ramping up”
  3. Update certifications:
    • Check with team: Awaish 80% complete, Demilade 60% complete
    • Add: Holly completed Sales Accreditation on 2026-04-10
  4. Log artifacts sent:
    • 2026-04-05: LMNT case study sent to Connie
    • 2026-04-15: EY FSO one-pager sent to Ravi Nemani
    • 2026-04-22: Brainforge partner overview sent to Snowflake AE team
  5. Pull active opportunities from PARTNER_CONTROL_CENTER.md:
    • EY FSO: Discovery stage
    • LMNT: Active expansion
    • CTA: Kickoff phase
  6. Add next steps:
    • Complete certifications by end of Q1
    • Send updated CTA case study next month
    • Schedule Q2 co-marketing event
  7. Share with Connie:
    • Email subject: Brainforge x Snowflake – Monthly Account Stats [April 2026]
    • Body: “Hi Connie, here’s our monthly update. Let me know if you’d like to schedule a quick call to discuss Q2 plans.”
    • Attach: PDF or link to Google Doc

Folder Structure

knowledge/sales/partners/Snowflake/
├── PARTNER_CONTROL_CENTER.md               # Master partner record
├── monthly-account-stats-template.md       # Template (this file)
├── README-monthly-stats.md                 # This guide
├── monthly-reports/                        # Archive of completed reports
│   ├── monthly-account-stats-2026-02.md
│   ├── monthly-account-stats-2026-03.md
│   ├── monthly-account-stats-2026-04.md
│   └── ...
├── meetings/                               # Meeting notes, talking points
├── engagement/                             # Rep enablement materials
├── partner-mapping/                        # Account mapping automation
└── ...

Questions?

  • What if I don’t have consumption data? Use “TBD” and note the status. Snowflake may grant partner portal access; follow up with your partner manager.
  • What if certifications are delayed? Be transparent: “Team is swamped with client delivery; targeting completion by [date].”
  • What counts as a “proof artifact”? Anything you send to Snowflake that they can use internally: case studies, one-pagers, playbooks, co-sell materials, webinar decks, etc.

End of Guide

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