BI Reports
Use DealRoom's reporting tools for dashboards, reports, scheduling, and Looker Explore.
35 articles
- BI Reporting in DealRoom Overview
- Overview of Pipeline Dashboard
- Overview of Progress Dashboard
- What is the difference between a BI Editor and BI Viewer?Understand the difference between roles in BI Reports.
- How do I change BI reports access?
- What reports can I create with DealRoom's BI Reporting?
- How to create a simple BI report?
- How to create a new dashboard and find where it is later on?
- How to send out BI dashboards to emails periodically?
- How do I schedule a BI report delivery?
- Looker Explore Guide
- What is Looker Explore and how to access the Explore?
- What kinds of Explores does DealRoom have?
Report Walkthroughs - Pipeline & Deals
Step-by-step guides for building reports on your deal pipeline: sourcing activity, stage movement, deal velocity, owner performance, and other views that draw from pipeline and deal-level data.
- How to create single value card with comparison / KPI gauge report?
- How to create a donut chart of Deals by Deal Type?
- How to create Deals by Industry (multi-select field) report?
- How to create a bar chart of Deals by M&A Owner?
- How to create a bar chart of Size by Deal Type?
- How to create a column chart of Deals by Country?
- How to create Phase Duration (table chart with cell visualization) report?
- How to create Avg. Phase Duration report?
- How to create a Workstream Progress Report?
- How to create a single value chart to show the Size of a Pipeline?
- How to create a table chart of Deals by Phase?
- How to create a table chart of Deals Ownership?
- How to create Deals Timeline report?
- How do I create a Deals Funnel report?
- How to create Deal Duration from Start to Close report?
- How to create a Deal Scoring Report?
- How to create a scatter plot to show the ratio of Size and EBITDA?
Report Walkthroughs - Rooms & Workstreams
Step-by-step guides for building reports on work happening inside rooms: request status, task completion, workstream progress, assignee load, and other views that draw from room and workstream activity.