How to Create a Table Chart of Deals Ownership

In the context of deal ownership, a table chart can help you track which team members are responsible for specific deals, as well as what phase each deal is currently in. This is especially useful when managing multiple deals, ensuring clear visibility of ownership and progress throughout the M&A process.

Visualization Example:

Steps:

In the Explore menu, choose Pipeline Deals.
In the Field Picker section, select the following fields:
Under the Deal option, choose Deal Title, Deal Type, and M&A Owner.
Under the Phase option, select Name to show the current phase of each deal.
Click on the Run button at the top-right to generate the report.
In the Visualization pane, select Table as the visualization type.
To reorder the columns, simply click and hold the left mouse button on a column, then drag it to the desired position and drop it.

By reordering the columns, you can prioritize the most critical information, such as phase or owner, based on your team’s workflow needs.

Updated on: 03/10/2024