Pipeline BI Reporting
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?Few readersHow to create a new dashboard and find where it is later on?
To create a new dashboard, edit the current dashboard -add visualization -build the report you want -choose "Explore from here" as the screenshot below: Click on the gear icon on the right upper corner -choose "Save..." -choose "As a new dashboard": Once you save it to either My Folder or the SharFew readersOverview 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 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 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 readers
Room 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 RequesSome readers
How to build BI Reports
How to create Deal Duration from Start to Close report?
Visualization: Steps: Choose “Pipeline Deals” Explore. In the “Deal” view, choose “Title”, “Start Date”, “Signing/Close Date” and “Count” fields. Click on Run button. Click “Add Calculation” in the Data Pane, and create the table calculation “Days from start to close” as below.Few readersHow to create a simple BI report?
If it is the very first time you start to use the BI Reports feature, and there is no dashboard pre-built for you, you will see the interface as below: Otherwise, if there is already a dashboard created for you, just go to Reports -BI Reports tab, click on the three dots on the upper right corner of the dashboard, and choose "Edit dashboard": (https://storage.crisp.chat/users/helpdesk/website/27Few readersHow to create Avg. Phase Duration report?
Visualization: Steps: Follow step 1-6 in the following post to create “Phase End Date”: How to create Phase Duration (table chart with cell visualization) report? In the Field Picker Pane, add the field “Count” in the view “Deal”. In the Data Pane, click on “Add calculation” and create the tablFew readersHow to create single value card with comparison / KPI gauge report?
Visualization: Steps: Choose “Pipeline Deals” Explore. In the Field Picker, choose the view of “Deal”, and then choose the measure “Count”. Click “Add Calculation” in the Data Pane, and create the table calculation “Yearly Target” as below: Click on Run button, and choose Single Value charFew readersHow to create a single value chart to show the Size of A Pipeline?
Visualization: Steps: Choose "Pipeline Deals" explore. In the Field Picker section, go to the field "Size ($m)" under "Deal" view -click on the three dots next to the field -choose Aggregate -choose Sum. This will create a measure called "Sum of Size ($m)" that is automatically added to the visualization. (https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/imagecf06Few readersHow to create Deals by Industry (multi-select field) report?
Visualization: Problems: Sometimes when there is a multi-select custom field, e.g. industry as shown below: But you’d like to see how many deals are there for each industry. However, because it is a multi-select field, tFew readersHow to create Deals Timeline report?
Visualization: Steps: Choose “Pipeline Deals” Explore. From the Field Picker Pane, choose “Title”, “Start Date” and “Signing/Close Date” under the “Deal” view. Click on Run button. In the Visualization Pane, choose “Timeline” as the chart type, as shown below: You can go to “Edit” → “CollecFew readersHow to create Deals Funnel report?
Visualization: Steps: Choose “Deal Phases Info” Explore. Choose “Phase” view, and choose “Name”. In the “Custom Fields” section of the Field Picker pane, click on “Add”, and choose “Custom Measure”. Create a custom measure “Num of Deals” as below. This measure will calculate the number of deals that had been or are currently on a specific phase. (https://storage.crisp.chat/userFew readersHow to create a scatter plot to show the ratio of Size and EBITDA?
Visualization: Steps: Choose "Pipeline Deals" explore. In the Field Picker section, choose the fields "Size ($m)" and "EBITDA ($m)" under "Deal" view. Click on the Run button. In the Visualization pane, choose scatter plot as the viz type. And you can always swap X and Y axis as you want.Few readersHow to create Phase Duration (table chart with cell visualization) report?
Visualization: Steps: Choose “Deal Phases Info” Explore. In the Field Picker, choose “Title” in the “Deal” view, “Name” and "Order" in the “Phase” view, and “Actual Start Date” in the “Deal Phase Info” view. Toggle on the filter icon next to the field “Actual Start Date” as shown below: Set upFew readersHow to create a column chart of Deals by Country?
Visualization: Steps: Choose "Pipeline Deals" explore. In the Field Picker section, choose the fields "Country" and "Count" under "Deal" view. Click on the Run button. In the Visualization pane, choose column chart as the viz type.Few readersHow to create a table chart of Deals by Phase?
Visualization: Steps: Choose "Pipeline Deals" explore. In the Field Picker section, choose the field "Count" under "Deal" view, and "Name" under "Phase" view. Click on the Run button. In the Visualization pane, choose table chart as the viz type. In the Series settings, modify the field names as you want. Click on the column header to sort the table. (https://storage.crisp.chat/usersFew readersHow to create a pie chart that shows number of requests by status?
Visualization: Steps: Choose "Room Requests" explore. Add "Deal Title" under the the "Deal" view as a filter by clicking on the filter icon next to the field and choose a room/deal you would like to check. Add "Name" under the "Request Status" view as a filter too and choose "Status Name is not null".Few readersHow to create a table chart of Deals Ownership?
Visualization: Steps: Choose "Pipeline Deals" explore. In the Field Picker section, choose the fields "Deal Title", "Deal Type", "M&A Owner" under "Deal" view, and "Name" under "Phase" view. Click on the Run button. In the Visualization pane, choose table chart as the viz type. To re-order the columns, you can hold the left button of the mouse to grab a column and switch its positioFew readersHow to create a donut chart of Deals by Deal Type?
Visualization: Steps: Choose "Pipeline Deals" explore. In the Field Picker section, choose the fields "Deal Type" and "Count" under "Deal" view. Click on the Run button. In the Visualization pane, choose pie chart as the viz type. Use "Legend" as value labels. Change the inner radius value to 40 as shown below to make it look like a donut chart. (https://storage.crisp.chat/users/helFew readersHow to create a Deal Scoring Report?
Visualization: Steps: Firstly, work with the team to define the Deal Score Criteria. In this report, the score of a deal is depending on the following four fields:Few readersHow to create a single value card that shows the number of resolved requests?
Visualization: Steps: Choose "Room Requests" explore. Add "Deal Title" under the the Deal view as a filter by clicking on the filter icon next to the field and choose a room/deal you would like to check. Choose "Num of Requests" in the Request view. Click on "Add" next to Custom Fields and choose "Custom Measure". Create a custom measure that calculates the number of resolved requests inFew readersHow to create a bar chart of Deals by M&A Owner?
Visualization: Steps: Choose "Pipeline Deals" explore. In the Field Picker section, choose the field "M&A Owner" and "Count" under "Deal" view. Click on the Run button. In the Visualization pane, choose bar chart as the viz type. In the Series settings, change the color of the bars as you want.Few readersHow to create a bar chart of Size by Deal Type?
Visualization: Steps: Choose "Pipeline Deals" explore. In the Field Picker section, choose "Deal Type" under "Deal" view. Follow step 2-3 in this post to create the measure "Sum of Size ($m)". Click on the Run button. In the Visualization pane, choose bar chart as the viz type. Turn on Value LabelFew readersHow to create a Workstream Progress Report?
Visualization: Steps: Choose "Room Requests" explore. Choose below fields: -- Request Category view: List Name -- Request view: Num of Requests, % Progress -- Request Status: Name Add below fields as filter by clicking on the filter icon next to the field: -- Deal view: Deal Title (choose any deal that you want to check) -- Request Status: Name (set the filter as "Status Name is not null"Few readersHow to create a Project Timeline report?
Visualization: Steps: Choose "Deal Phases Info" explore. Add "Deal Title" under the the Deal view as a filter by clicking on the filter icon next to the field and choose a room/deal you would like to check. Under the view Deal Phase Info, choose "Actual Start Date" field; under the view Phase, choose "Name" field and "Order" field. Click on "Add" next to Custom Fields view and choose "TaFew readersHow to create a Workstream Status Report?
Visualization: Steps: Choose "Room Requests" explore. Choose below fields: -- Request Category view: List Name -- Request view: Num of Requests -- Request Status: Name Add below fields as filter by clicking on the filter icon next to the field: -- Deal view: Deal Title (choose any deal that you want to check) -- Request Status: Name (set the filter as "Status Name is not null") PivotFew readers