Onboarding goals: who gets what

Three ways a tenant admin could assign the 5 V1 goals to account groups. Groups: Gold, Silver, Registered, EMEA. Contoso = Gold + EMEA, Fabrikam = Silver, Northwind = Registered + EMEA.

Partner onboarding goals

Drag to set order. Click "For" to pick groups. Click scope to change it.
Good for
  • One ranked list, one order for everyone. No merge rules needed.
  • Overlap is free: a company in 2 groups just gets the union.
  • "By group" view answers "what does Gold see?" without a second data model.
Hard part
  • A group can't have its own order; order is always the tenant's order.
  • With many groups, chips per row get long; needs the By group view to stay readable.

Goal sets

Click a set to edit it.
Good for
  • Easy to explain: "Gold partners get the Gold set".
  • Each set can have its own order and its own scope per goal.
Hard part
  • Companies in 2+ groups get 2+ sets. We need merge rules (order, scope) that admins must learn.
  • The same goal is edited in several places; sets drift apart over time.
  • What a company sees is only clear in the merged preview.

Goal × group matrix

Same data as A. Click a column header to highlight "what this group sees". Use arrows to reorder.
Good for
  • Whole picture on one screen: down a column = what a group sees, across a row = who gets a goal.
  • Fast bulk edits with checkboxes.
Hard part
  • Gets wide fast: 10+ groups won't fit.
  • "All partners" column greys out the row, which can confuse.
  • Reordering in a grid is clunky.

Wireframe, not final UI. Data resets on reload. A and C share the same data (per-goal audience); B has its own data (sets).