Chart & Visualization Creation
How to create a simple BI report?
How to Create a Simple BI Report BI (Business Intelligence) reports are essential for gaining insights into your data, allowing you to track key metrics and make informed decisions. Building simple reports, like tracking deals by status, gives you a quick overview of performance and trends. Follow the steps below to create your own customized BI report. First-Time Users: Creating a Dashboard If you’re using the BI Reports feature for the first time and no dashboard has been created, yoFew readersHow to create single value card with comparison / KPI gauge report?
How to Create a Single Value Card with Comparison / KPI Gauge Report A Single Value Card with Comparison or KPI Gauge Report is an effective way to track progress toward a target or goal, allowing you to see performance at a glance. This visualization helps teams stay on top of key metrics and compare current performance against benchmarks, making it easier to evaluate how close they are to hitting targets like yearly deal quotas or revenue goals. Visualization Example: (https://storFew readers
Request/Activity Tracking Reports
How do I track activities in the Audit log?
Using the Audit Log The Audit Log in DealRoom provides comprehensive tracking of activities to ensure your peace of mind. It allows you to review and monitor various logs related to your deals and rooms. To access the Audit Log: Go to the Reports tab at the top. Select Audit Log from the left menu. Use the Activity drop down to select which activity you'd like to track. There are various activities available to choose from, allowing you to focus on the desired logs.Some readersHow do I track progress of requests being completed?
Keep track of your Room's requests being completed easily. Go to the Reports Tab. Select the Requests Overview tab from the left menu to see the overall Requests activity. Select Requests Progress to view the number of unresolved requests. Select RequestsFew readersHow to create a pie chart that shows number of requests by status?
How to Create a Pie Chart that shows Number of Requests by Status A pie chart is an excellent way to visually represent the distribution of requests by their status. This type of chart helps you quickly assess which statuses are most common and identify bottlenecks or areas that need attention. For example, you can see at a glance if there are many requests stuck in pending status, enabling you to take action more efficiently. Visualization Example: (https://storage.crisp.chat/users/Few readers
Dashboard Creation & Management
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. Deals in Pipeline: The single value chart shows the number of deals in the pipeline and how it goes towards the target. Deals by CFew readersHow to create a new dashboard and find where it is later on?
Creating a New Dashboard Dashboards in DealRoom are managed through Google Looker, a powerful tool that provides real-time visual insights into your data. Dashboards consolidate reports and charts to help you track key metrics and make data-driven decisions. This guide will walk you through the steps to create a new dashboard and save it for future use. First-Time Users: Creating a Dashboard If you’re using the BI Reports feature for the first time and no dashboard has been created, yoFew readersHow to send out BI dashboards to emails periodically?
BI dashboards can be sent to different email addresses periodically as PDF, CSV or PNG. This feature is called Schedule Delivery. Below you can find the steps to set up a schedule delivery content in the BI Reports section: Go to Reports -BI Reports and choose the dashboard that you'd like to send. Click on the three dots on the upper right corner -click on Schedule Delivery. The Schedule DeliFew readersOverview of Progress Dashboard
The dashboard provides the overview of the progress of tasks for a specific deal / room. You can choose the deal from the dashboard filter on top of the dashboard. It includes the following visualizations and we will keep updating the dashboard to add any visualizations that are helpful. The first four tiles on top of the dashboard are all single value cards and they tell the name of the deal, its currFew readers
Looker Explore & Data Exploration
Looker Explore Guide
An Explore has seven sections: Explore Name: It shows the name of the current explore you are accessing to. Search Box: You can type and search the fields you want from here. It is very helpful when there are many views and a long list of fields in the Explore. Field Picker: Fields are grouped by views. From here you can select the fields (dimensions / measures) to query thePopularWhat is Looker Explore and how to access the Explore?
What is Explore? Explores are the starting point for the exploration of your data. Within each explore are views, which are grouping of dimensions and measures. You can select the dimensions and measures you want from the field picker section, to start a query and form a report. How to access the Explore?Some readersWhat kinds of Explores does DealRoom have?
DealRoom Explores Currently, DealRoom has six Explores created for all users. Clicking on the info icon will reveal a simple description about the Explore. Deal Requests Calendar: The Explore contains all the calendar dates that a deal is active. It's part of the Time Intelligence Functionality. For example, it can be used together with Room Requests Explore and Looker Merged Results to createFew readers
Deal/Pipeline Analysis Reports
How to create a table chart of Deals Ownership?
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 theFew readersHow to create Deal Duration from Start to Close report?
How to Create Deal Duration from Start to Close Report Tracking the duration of deals from start to close is crucial for understanding how long your pipeline processes take and identifying areas for improvement. By visualizing deal duration, you can monitor timelines, manage expectations, and optimize your team's efficiency. This report helps highlight which deals close faster and which ones may need more attention, giving you actionable insights into your pipeline. Visualization ExampleFew readersHow to create a single value chart to show the Size of A Pipeline?
How to Create a Single Value Chart to Show the Size of a PIpeline Single value charts are ideal for providing a quick, at-a-glance summary of important metrics. In this case, a single value chart is a powerful way to visualize the total size of your pipeline, helping you assess the overall deal volume without the distraction of complex visuals. Follow these steps to create a chart that displays the sum of deal sizes in your pipeline. Visualization Example: (https://storage.crisp.chatFew readersHow to create a Deal Scoring Report?
How to Create a Deal Scoring Report A Deal Scoring Report helps teams evaluate the potential of deals based on a set of predefined criteria. By assigning scores to each deal, you can quickly prioritize high-value opportunities and focus efforts on the most promising ones. This report is particularly useful for sales and management teams to align on which deals to target and monitor, ultimately increasing efficiency and deal conversion rates. Visualization: (https://storage.crisp.chatFew readersHow to create Avg. Phase Duration report?
How to Create Avg. Phase Duration Report Understanding the average duration of each deal phase is essential for optimizing project timelines and identifying potential bottlenecks. This report allows you to analyze how long deals spend in each phase, helping to streamline processes and improve efficiency. By visualizing phase durations, you can better manage deal flow and ensure smoother transitions between phases. Visualization Example: (https://storage.crisp.chat/users/helpdesk/websFew readersHow do I create a Deals Funnel report?
How to Create a Deal Funnels Report Tracking the progress of deals through various phases of the pipeline is essential for identifying bottlenecks, forecasting, and managing resources effectively. A funnel chart offers a clear visual representation of how deals move through each stage, highlighting the number of deals at each phase and allowing you to see where deals may be stalling or dropping off. This report will help you create a Deal Funnel, giving you insights into your pipeline's effiFew readersHow to create Deals Timeline report?
How to Create a Deals Timeline Report A Deals Timeline Report is a powerful tool for visualizing the lifecycle of deals from start to close. This report helps you track how long each deal spends in the pipeline, offering valuable insights for better forecasting, improving resource allocation, and identifying trends in deal closure times. By leveraging these insights, you can fine-tune your strategy and optimize the efficiency of your deal management process. Visualization Example: (hFew readersHow to create a scatter plot to show the ratio of Size and EBITDA?
How to Create a Scatter Plot to show the Ratio of Size and EBITDA A scatter plot is an excellent tool for visualizing the relationship between two numerical variables, such as Deal Size and EBITDA. This chart helps you quickly identify patterns, correlations, or outliers in the data. For example, you can see if larger deals generally have higher EBITDA, or if there are outliers where a smaller deal still yields high profitability. This can guide strategic decisions, such as prioritizing dealFew readersHow to create Phase Duration (table chart with cell visualization) report?
How to Create a Phase Duration Report Creating a Phase Duration Report is essential for understanding the timeline of each phase in a project. By visualizing the duration of each phase, you can identify areas where processes may be delayed, ensuring timely completion of tasks and better resource allocation. This report helps project managers monitor progress and make informed decisions to keep the project on track. Visualization Example: (https://storage.crisp.chat/users/helpdesk/webFew readersHow to create a table chart of Deals by Phase?
How to Create a Table Chart of Deals by Phase Table charts are a great way to display detailed information in a structured format. In this case, creating a table chart that shows deals by phase allows you to easily track how many deals are at each stage of the pipeline, helping you monitor progress and identify bottlenecks. Follow the steps below to generate a clear and organized view of your deals by phase. Visualization Example: (https://storage.crisp.chat/users/helpdesk/website/27Few readersHow to create a Workstream Status Report?
How to Create a Workstream Status Report A workstream status report is an effective tool for tracking the progress of different tasks or categories across various phases of a project. In M&A processes or complex deal management, this report helps provide a clear overview of how different requests are moving through the system. It enables you to quickly identify bottlenecks, prioritize pending tasks, and ensure that all workstreams are progressing as expected. Visualization Example: (Few readersHow to create a column chart of Deals by Country?
How to Create a Column Chart of Deals by Country Creating a column chart is a powerful way to visualize deal distribution across various countries. This visualization can provide key insights into regional performance and help identify trends in deal activity, enabling data-driven decisions for your strategic planning. Follow the steps below to build a column chart that displays the total number of deals by country. Visualization Example: (https://storage.crisp.chat/users/helpdesk/weFew readersHow to create a Project Timeline report?
How to Create a Project Timeline Report A Project Timeline Report allows you to visualize each phase of a project in sequence, alongside its duration, providing clarity on the project's progress. This type of report is particularly valuable for monitoring deal phases, identifying bottlenecks, and ensuring all project stages are on track to meet deadlines. Follow the steps below to create a timeline that tracks deal phases and their durations. Visualization Example: (https://storage.cFew readersHow to create a bar chart of Size by Deal Type?
How to Create a Bar Chart of Size by Deal Type Bar charts are an effective way to visually compare deal sizes across different deal types. This type of chart can help you quickly identify which deal types contribute the most to your pipeline, aiding in decision-making and resource allocation. Follow the steps below to create a bar chart that displays the total deal size for each deal type. Visualization Example:: (https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/imaFew readersHow to create Diligence Sub Workstream Status Report?
How to Create a Diligence Sub Workstream Status Report A Diligence Sub Workstream Status Report is essential for tracking the progress of various diligence tasks within a larger project. This type of report allows you to visualize the status of different sub-workstreams, making it easier to identify any potential bottlenecks and ensure that all necessary diligence tasks are being completed on time. By using a donut chart, you can present this information in a clear and intuitive format thatFew readersHow to create a bar chart of Deals by M&A Owner?
How to Create a Bar Chart of Deals by M&A Owner A Bar Chart of Deals by M&A Owner is a great way to visually compare the distribution of deals across different M&A owners. This type of chart helps you quickly identify who is managing the most deals, which can be useful for workload distribution, performance tracking, or simply getting an overview of ownership. Visualization Example: Steps: FFew readersHow to create a Workstream Progress Report?
How to Create a Workstream Progress Report Tracking the progress of workstreams is crucial for monitoring the status of tasks and ensuring they stay on schedule. A Workstream Progress Report helps you visualize the completion percentage of various tasks within a project, making it easier to identify which areas are progressing well and which may need attention. This guide will walk you through creating a detailed progress report that displays task categories, request counts, and completion sFew readers
How to create a donut chart of Deals by Deal Type?
How to Create a Donut Chart by Deal Type A Donut Chart is a useful tool for visually representing the distribution of deals across different types. This chart allows you to quickly assess which deal types are most prevalent and compare their proportions. It's especially helpful for teams looking to understand trends in deal categories and allocate resources accordingly. Visualization Example: SteFew readersHow to create Deals by Industry (multi-select field) report?
How to Create Deals by Industry Report Understanding how your deals are distributed across different industries is vital for identifying trends, spotting growth opportunities, and prioritizing resources effectively. This report breaks down deal volume by industry, giving you a clearer picture of your business landscape. However, when working with multi-select custom fields like "Industry," the data can be tricky to interpret correctly. This guide will help you accurately visualize the numberFew readersHow to create a single value card that shows the number of resolved requests?
How to Create a Single Value Card that Shows the Number of Resolved Requests A single value card is an excellent way to display a key metric in a clear, concise manner. For tracking project progress, a card that shows the number of resolved requests helps you quickly assess how many tasks have been completed without needing to sift through more complex reports. This can be especially useful for team updates or performance reviews, offering a straightforward snapshot of accomplishments. ViFew readers