Overview of Pipeline Dashboard

The dashboard gives an overview of the M&A deals pipeline. It includes the following visualizations and we will keep updating the dashboard to add any visualizations that are helpful.

1. Deals in Pipeline: The single value chart shows the number of deals in the pipeline and how it goes towards the target.
2. Deals by Country: The column chart compares the number of deals per different country.
3. Deals by Status: The pie chart shows the number of deals by status as the percentage of a whole.
4. Deals by Deal Type: The donut chart shows the number of deals per deal type as the percentage of a whole.
5. Deals by Phase: The table with the cell visualization gives the number of deals per phase based on the deals’ current phases.
6. Deals by M&A Owner: The bar chart shows the number of deals by M&A owner.
7. Ratio of Size and EBITDA: The scatter plot reveals the relationship between the deal size and the EBITDA.
8. Deals Funnel: The funnel chart reveals how deals move through the phases. It gives you a clear picture of how many deals are carried over to the phase of LOI, or even the Integration, so that you can have a basic understanding of the conversion rate to success.
9. Deals Duration from Start to Close: The bar chart shows for each each deal how many days there are from the start date of the deal to the signing/close date. It also gives a reference line of the average duration across all deals.
10. Deals Timeline: The timeline graph is a more visual way to show the deals’ durations. A longer bar means a longer duration.
11. Deals Ownership: The table lists the detailed info of a deal including the title, phase, deal type and its M&A owner.
12. Size of A Pipeline: The single value chart gives the total size of the M&A pipeline.
13. Deals by Industry: The column chart compares the number of deals across different industries.
14. Size by Deal Type: The bar chart shows the size of deals for different deal types.
15. Size by Priority: The bar chart shows the size of deals for different priorities.
16. Avg. Phase Duration: The column chart illustrates the average number of days it takes for different phases across all deals.
17. Phase Duration: The table chart lists all historical phases that a deal has been through, and shows the phase duration using cell visualization.
18. Deal Scoring Report: The report evaluates the deals based on a set of pre-defined deal criteria.

If you have any questions about interpreting these insights, customizing your dashboard, or need further assistance in leveraging your data for strategic decision-making, please reach out to your Customer Success Manager or our support team via in-platform chat or at support@dealroom.net.

Updated on: 29/06/2025