What reports can I create with DealRoom's BI Reporting?

BI Reports Examples with DealRoom

If your plan includes the pipeline, you will have access to DealRoom's powerful BI Reporting tool. There are countless types of reports you can create thanks to DealRoom's custom fields which allows you to customize and track critical deal information. Below are some examples of deals you can start creating today:

Tip: With the filters option at the top, you can filter your reports at any time based on a category or criteria (i.e. Phase, Deal Type, Deal Status, Country, etc.)

Pipeline Dashboard

Deals in the Pipeline: Tracks the number of deals currently in the pipeline.
Size of Pipeline: Shows the total value of the deals in your pipeline.
Deals by Phase: Displays the number of deals in each customizable phase of your pipeline.

Deals by Deal Type: Reflects the number of deals by deal type. See article: How to create a donut chart of Deals by Deal Type?
Deals by Deal Status: Shows the number of deals by deal status.
Deals by Industry: Displays the number of deals by industry. See article: How to create Deals by Industry (multi-select field) report?
Size by Deal Type: Conveys the total monetary value of deals within each deal type. See article: How to create a bar chart of Size by Deal Type?
Size by Priority: Shows the total monetary value of deals by priority.

Average Phase Duration: Depicts the average number of days a deal spends in each phase. See article: How to create Avg. Phase Duration report?
Phase Duration: Displays the number of days a deal has been in its current phase. See article: How to create Phase Duration (table chart with cell visualization) report?
Deal Scoring Report: Scores each deal based on custom weights assigned to specific deal criteria. See article: How to create a Deal Scoring Report?

Deals Funnel: Depicts the percentage of pipeline deals in each phase. See article: How to create Deals Funnel report?
Deals by M&A Lead: Shows the number of deals assigned to each M&A lead.

Deals Timeline: Portrays the timeline of each deal from start to close. See article: How to create Deals Timeline report?
Deal Duration from Start to Close: States the number of days each deal took from start to close. See article: How to create Deal Duration from Start to Close report?

Deals Ownership: Reflects each deal and its M&A owner. See article: How to create a bar chart of Deals by M&A Owner?
LOI Submission by Month: Counts the number of LOI submissions made each month.

Deal Notes: Displays the first note on each deal card.

Progress Dashboard

The Progress Dashboard contains reports based around the data within a project room.

Requests Status: Portrays the status of all requests within the project room. See article: How to create a pie chart that shows number of requests by status?
Project Timeline: Shows how long the project has been in each phase of the pipeline. See article: How to create a Project Timeline report?

Workstream status report: Displays the status of requests in each worklist. See article: How to create a Workstream Status Report?
Diligence sub-workstream status report: Shows the status of requests in each subcategory of the diligence worklist. See article: How to create Diligence Sub Workstream Status Report?
Workstream progress: Depicts the progress of requests in each worklist in a table format. See article: How to create a Workstream Progress Report?
Integration sub-workstream status report: Shows the status of requests in each subcategory of the integration worklist.

Progress by subworkstream: Displays a table view of progress made in subcategories of a worklist.
Requests due soon: Lists requests with upcoming due dates.
Overdue requests by workstream: Displays the number of overdue requests in each worklist.

Unresolved requests by priority: Shows the number of unresolved requests in each worklist by priority (high, medium, low).
New requests added monthly: Displays the number of new requests added to each worklist monthly.
Requests resolved monthly: Portrays the number of requests resolved each month.

Productivity Dashboard

The Productivity Dashboard provides insights into the progress on work by groups and individual users.

Requests Assigned: Shows the percentage of requests that have an assignee versus those that do not.
Requests by Assignee: Displays the quantity and status of requests for each assignee.
Requests by Reviewer: Shows the quantity and status of requests for each reviewer.
Workstream progress with Assignee list: Displays the assignees, requests, and progress for each worklist.

Assignee Progress: Displays the progress of each assignee in completing their requests.
Overdue Requests by Assignee: Shows the number of overdue requests by assignee.
Overdue Requests: Lists all overdue requests.

Days to Resolve Requests: Displays a timeline of how long it takes each user to complete their assigned requests.
Average Days to Resolve Requests: States the average number of days it takes a user to complete their assigned requests.
Days to Review Requests: Portrays a timeline of how long it takes each user to review their assigned requests.
Average Days to Review Requests: States the average number of days it takes a user to review their assigned requests.

Requests Assigned to Groups: Depicts how many requests each group is assigned.
Group Progress: Shows the progress of each group in completing their assigned requests.

Findings Dashboard

The Findings Dashboard reports on the risks and issues flagged during the due diligence process.

Findings by List Name: Shows the number of each finding type tied to each request worklist.
Findings Status by Type: Displays the quantity and status of each finding type.
Findings by Status: Shows the percentage of findings by status.
Findings by Severity: Displays the percentage of findings by severity.
Findings by Likelihood: Shows the percentage of findings by likelihood.

Time to Resolve a Finding By Assignee: Displays a timeline of how long it takes each assignee to resolve their findings on average.
Findings Burn-Up Chart:
Findings Details: Displays a table view of findings details.

Findings Ties To: Shows a table view of the requests and worklists that findings are tied to.
Findings by Status per List/Category: Displays the number of findings by status for each worklist.

Synergy Realization Dashboard

The Synergy Realization Dashboard provides insights into the planned versus actual realization of synergies during integration.

Synergies Progress Chart: Displays the current status of synergies for each type.
Value Driver Readiness Report: Shows the progress of value drivers for each synergy.
Synergy Readiness by Integration Task Status: Tracks the progress of integration tasks enabling each synergy category.
Value Driver Readiness by Integration Task Status: Tracks the progress of integration tasks enabling each value driver for synergies.

Value Driver - Planned Vs. Actual in 2024: Compares the planned versus actual monetary value of synergy realization by quarter.
Value Driver - Total Planned Vs Actuals by Year: Shows the total planned versus actual monetary value of value drivers for the year.

Value Driver - Planned vs Actuals Tracking: Displays a table showing the planned versus actual monetary sums of value drivers.

Synergies - Planned vs Actuals Tracking in Year 2024: Shows the actual monetary realization of synergies for each quarter compared to the planned target.
Revenue Synergy Tracking in 2024 - Performance Gap: Displays the quarterly monetary difference between planned versus actual synergy realization.
Revenue Synergy Tracking in 2024: Tracks the planned versus actual realization of revenue-type synergies.

Synergy Tracking: Provides a detailed table view of synergies.
Value Driver - Total Actuals to Date: Displays a detailed table view of value drivers.

These are just some examples of what can be created with the BI reporting in DealRoom. If you'd like assistance with creating reports, please reach out to a CSM or our support team.

Relevant Articles:

BI Reporting Overview
How to create a simple BI report?

Updated on: 08/07/2024

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