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?
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?
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?