The data to forecast your partner revenue is already in your fleet

If you resell and manage 3CX, you are sitting on a revenue picture you can't see. Every customer PBX has an edition, a simultaneous-call size, a hosting arrangement, and a renewal date. Together those facts decide where you stand in the 3CX partner program, what renews and when, and what margin each license carries. But that information is fragmented by design: your tier lives in the 3CX partner portal, your renewal dates live in whatever spreadsheet you trust this quarter, your partner pricing lives in a PDF, and your margin lives in your head. Nobody assembles it, so nobody plans around it.

The result is that partner economics get managed reactively. You find out you almost missed a tier threshold when the year is nearly over. You discover a cluster of renewals only when three customers' invoices land in the same week. You leave distributor margin on the table because nobody ran the comparison. None of this is a data problem — the data exists. It's a consolidation problem, the same one that every fleet-scale headache turns out to be.

Sikurd already reads each connected PBX's license during normal polling — that's what powers license management and expiry reminders. The Partner Revenue Forecast takes that same per-instance license data and reframes it from "is this license about to lapse" into "what is my book worth, and where does it put me with 3CX." Same inputs, a different and complementary question.

Partner status: where you stand, and what's at stake

The top of the page is your standing in the 3CX partner program, estimated from your managed book. A tier badge shows your current level on the Affiliate → Bronze → Silver → Gold → Platinum ladder, with your year-to-date sales figure, a progress bar to the next tier with the exact amount still to go, a countdown to the December 31 deadline, and the mid-year retention checkpoint so you know whether you're on track to keep your tier. If the next tier needs Advanced Certification you don't have, it's flagged.

One honesty note that's built into the page: the figure is an estimate from your managed instances, and the number in your 3CX partner portal is what actually governs your tier. Sikurd is computing where your book should put you, not impersonating 3CX's system of record. That's the right boundary — it makes the page a useful planning instrument without pretending to be the authority, and you can enter your exact portal number to pin the tier when you want them to match to the dollar.

• Current tier + YTD

  Your level on the ladder and the annualized value of your current book, counted the way 3CX measures attainment.
• Progress + deadline

  How far to the next tier, with the Dec 31 cutoff and the mid-year 50% checkpoint so retention risk is visible early.
• Projected level

  The tier your current book of business projects you to by year end — distinct from where 3CX has you today.
• Certification gaps

  If the next tier requires Advanced Certification, the page says so, so the requirement isn't a year-end surprise.

The revenue and margin calendar: every renewal, by month

Beneath the status cards is a rolling 12-month calendar. Every managed instance's renewal lands in the month its license expires, valued at its annual price, so you can see — at a glance — that you have a quiet summer, a five-renewal February, and a four-renewal May, with the dollar value and instance count on each month. A summary strip across the top rolls it up: next-12-months revenue, total margin, annualized run-rate, and average monthly.

Two toggles turn one dataset into three views. Revenue vs margin swaps the figures between what you'll bill and the buy-side margin you'll keep at your tier's discount. As-it-falls vs annualized run-rate swaps between "what renews in each calendar month" (the cash-flow view) and "what every instance is worth annually, counted once" (the book-value view). The calendar answers the planning questions a spreadsheet can't keep up with: when are renewals clustered, which months are thin, and what is the whole book worth across the year.

Direct vs distributor: when a distributor floor is free margin

Here's the lever most partners under-use. Some distributors grant a fixed margin floor regardless of your own tier — and crucially, purchases through them still credit your own 3CX tier climb. So whenever a distributor's floor beats your current tier discount, buying through it is a pure margin upgrade with no penalty to your progress toward your own tier. The catch is that nobody runs the comparison, line by line, across a real book.

Sikurd runs it for you. The channel block compares your annual book margin buying direct at your projected tier against buying through a distributor floor (CloudCo, granting a Gold-level floor, is the seeded example), marks the better channel on every instance, and calls out the annual uplift. When you sit below the floor tier, it leads with the win: "buying through CloudCo gives you Gold margins now, worth about this much more per year, with no hit to your own climb." And when your own tier eventually reaches or passes the floor, the recommendation flips to direct on its own. Because every figure derives from the same rate card, you can trace any number back to its source rather than trusting a black box.

Editions and sizes, priced correctly

A forecast is only as good as its per-line accuracy, and 3CX licensing has two traps. The first is edition: an AI or Enterprise license is worth substantially more than a PRO one, and 3CX product codes are easy to misread (a code that literally contains the letters "PRO" can still be an Enterprise license). Sikurd resolves the edition from the real product code, the same way the rest of the app labels it, so a mixed fleet of PRO, AI, and Basic instances is classified correctly instead of flattened. The second is size and hosting: each line is priced off the licensed simultaneous-call tier, with the 3CX-hosted add-on applied only to instances actually on 3CX's own cloud (decided from the instance's IP), and the separate hosting margin applied to that add-on rather than the license. The numbers reflect how 3CX actually bills.

Prices are prefilled from 3CX's published pricelist, so there is nothing to upload to get a working forecast — and they're editable, so if your partner rates differ from MSRP you set them once. Entry-tier 4 SC licenses and NFR keys, which don't count toward partner attainment, are excluded automatically, so the tier math reflects your real, countable book.

Why this beats the spreadsheet

The build-it-yourself version is a spreadsheet of renewal dates and a mental model of your tier, reconciled against the 3CX portal when you remember to. It works until your book grows, and then it produces the familiar failure: the sheet drifts, the tier check slips, the renewal cluster surprises you, and the distributor margin goes uncaptured. Consolidating it closes those gaps by default. Your tier standing, your projected level, a 12-month revenue and margin calendar, and a direct-vs-distributor recommendation all live on one page, derived live from the licenses you already manage, and they update themselves as your fleet does. The work that "didn't get done consistently" becomes a page you open.

Adjacent reading

• 3CX license management across a fleet — the renewal and expiry side of the same license data this forecast is built on.
• Best tools for managing multiple 3CX servers — the broader fleet-management picture partner economics live inside.