Reporting & Analytics (BI)
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:Few readersBI Reporting Overview
BI Reporting in DealRoom Overview Here is an overview of the features and navigation of BI reporting in the Pipeline. Deleting Reports or Dashboards If you need to delete a report or dashboard, please note that restoring it requires manual intervention from our support team. ReachFew readersWhat is the difference between a BI Editor and BI Viewer?
Differences between a BI Editor and BI Viewer in DealRoom DealRoom's BI reporting tool allows you to track critical deal information and create scheduled reports for important stakeholders. Thanks to our partnership with Google Looker, there are two types of licenses available for users: BI Editor and BI Viewer. To view or edit BI reports, a user must have admin access to the pipeline. For those who need to view specific reports without pipeline accesFew readers
Deal/Room Management
How do I create a deal or a new room?
How to Create a Deal or New Room Only those who are on a Professional or Enterprise plans have the access to Pipeline to be able to create an additional deal and/or room. To create a new room, follow the steps below: Go to the Pipeline, click on the blue button labeled New deal on the upper right corner of the page, as shown below: (https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/image1iSome readersHow do I remove a deal card from my pipeline?
How to Remove a Deal Card from the Pipeline To remove a deal card from the pipeline in DealRoom, please follow these steps: Go to the Pipeline and look for a deal card without a room or a closed deal card. (https://Some readersHow do I set pipeline permissions?
How to Set Pipeline Access and Permissions The pipeline in DealRoom gives you a high-level view of deals and prospects. Admins can control which deals are visible based on the user's permission set. To grant pipeline access or modify permissions, follow these steps: Click Settings in the left-hand menu. In the top menu, select Pipeline Access. You'll see a list of users with access and the groups they’re part of.Few readersHow do I copy or duplicate a room?
How to Copy or Duplicate a Room in DealRoom Duplicating a room in DealRoom can streamline your workflow, especially when managing multiple deals with similar structures. There are two primary ways to copy or duplicate a room: Copying a Room from the Pipeline Importing a Copy of a Room into a Blank Room What’s the Difference Between These Two Methods? 1. Copying a Room from the PipelineFew readersAdding a Contact to a Deal Card
Adding a Contact to a Deal Card This guide outlines the steps to associate contacts to specific deals within the platform. You can either create new contact entries or link existing contacts to a deal, ensuring accurate tracking of key stakeholders and facilitating effective deal management. Open the Deal Card: Click on the deal card you wish to add a contaFew readers
Deal Information & Organization
How do I import and export deals in the pipeline?
How to Import and Export Deals in the Pipeline In this article: Importing Deals in the Pipeline Troubleshooting Tips Exporting Deals from the Pipeline Managing your deals efficiently is a crucial part of your workflow in DealRoom. You can easily import and export deal data to streamline your processes and keep your information up-to-date.Few readersHow do I link attachments and contacts to a deal?
How to Link Attachments and Contacts to a Deal DealRoom offers a comprehensive way to organize and centralize crucial deal-related information, including attachments, contacts, emails, and notes. Here's a step-by-step guide on how to seamlessly link attachments and contacts to a deal: Access the Deal Card: Start by clicking on the deal card in your pipeline to open it and access its details. Add Notes: In the center of the deal card, you'll find the option to add notes specifiFew readersHow do I create deal tasks?
How to Create Deal Tasks DealRoom's pipeline feature empowers users to efficiently organize and manage deals in their pipeline. You can seamlessly attach emails, make notes, monitor deal progress in each phase, and most importantly, create tasks with deadlines to ensure you never miss a crucial follow-up or the next step with a target company. Creating a Task Navigate to the Pipeline tab from the left menu. Click on the specific deal card to open it. In the middle section ofFew readersHow to add colors to custom field of select type?
Colored Labels for Select Fields For Select fields in the pipeline, you can choose colors to represent each option to easily identify the selected option in the pipeline view. You can create a Text, Number, Date, Select or Multi-Select field type. The colors will only be available if you choose the Select type when you create a field initially and then each option allows you pick a corresponding colorFew readersHow do I update pipeline deals via excel import? (beta)
How to Update Pipeline Deals via Excel Import (beta) Updating your pipeline deals in bulk using the Excel import feature is a quick and efficient way to make changes without manually editing each deal. This guide will walk you through exporting your pipeline data, making updates, and re-importing the file to apply your changes.Few readers