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 theFew readersWhat 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 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 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 readers
Room Reports
How do I track progress of requests being completed?
Keep track of your Room's requests being completed easily. 1. Go to Requests tab 2. Click on Progress. On the left side, you will see a high-level view of the statuses of each group of requests. 3. You can also check the timeline set by selecting timeline. (https://storage.crisp.chat/users/helpdesk/website/27f699bfcFew readersCan I track permissions changes or other actions not included in the Audit log?
The Audit Log of DealRoom exhaustively tracks the necessary logs needed for your peace of mind. In case that the logs you need to see are not included inside the Audit Log, send us an email or a chat for a custom report.Few readers
How to build BI Reports
How 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 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 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 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 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 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 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 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 readers