BI Reporting in DealRoom Overview

Here is an overview of the features and navigation of BI reporting in the Pipeline.





Note: The dashboard listed first in the Groups folder will be the default dashboard displayed when clicking the Reports tab.

If you'd like to learn more, here are some relevant articles:

How to create a simple BI report?
How to create a new dashboard and find where it is later on?
Overview of Pipeline Dashboard

Updated on: 30/05/2024