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.
17 articles
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?