Skip to main content

Circles

A Circle is a small private group of reps you trust. Circles let you share competitive intel, customer-context notes, and the strategic plays you've authored, without making any of it public on the platform.

What Circles do​

The MarginArc catalog ships curated plays that work for the broader channel. But your VAR runs specific motions that aren't in the curated set: a partner-program-funded co-op offset that only your team uses, a strategic motion against a regional competitor that nobody outside your office sees, a play your senior rep figured out on a specific OEM. Those plays belong in a Circle, not in the global catalog.

Circle visibility runs across:

  • Plays. A play you author can be Private (just you), shared into specific Circles you belong to, or — for the curated team only — promoted to the global catalog. The marketplace's "Your Circles" tab shows every play that anyone in your Circles has shared into one of those Circles.
  • Competitive intel. Notes you write about a competitor rep, a competitive deal, or a customer's procurement quirks can be tagged into a Circle so the rest of the Circle sees them on their own deals.
  • Aggregated stats. Some Circle dashboards show aggregate signals (win rates by OEM, average margin by deal size) computed across the Circle's deals.

Joining and managing Circles​

Circles are invite-only. You either get invited to one, or your VAR's admin creates one for the team and adds you. There's no public discovery: you can't browse Circles you don't belong to.

Circle membership is per-rep, not per-VAR. You might be in two Circles at once (a national mid-market team and a regional security-focused group) and see plays from both in your "Your Circles" tab.

Sharing a play into a Circle​

When you author or fork a play in the Plays Marketplace, the visibility step lets you pick:

  • Private: only you see this play. It still surfaces in your candidate menu when relevant deals come in.
  • Circle-shared: pick one or more Circles. Reps in those Circles will see the play in their "Your Circles" tab and it will surface as a candidate on their relevant deals.

You can change visibility at any time from the play's edit view. Sharing or unsharing is immediate; existing instances of the play (already-running deals) keep working under whatever visibility was in effect when they started.

Forking​

If you see a Circle-shared play that you want to tune for your own deals, click Fork in the detail drawer. Forking copies the play into Your Plays. You can edit it freely; your edits don't affect the original. The fork retains a parent_template_id link so you can see what you started from.

What Circles do NOT do​

  • Circles are not a manager view. You see plays from peers in your Circle. Nobody sees a portfolio rollup of your individual plays.
  • Circles don't share customer data. Just plays, competitive intel, and aggregate stats.
  • Circles don't auto-share. Every share is opt-in per play, per Circle.