Reports
Use DealRoom's reporting tools for dashboards, reports, scheduling, and Looker Explore.
30 articles
How to create a simple BI report?
How to create single value card with comparison / KPI gauge report?
How do I track activities in the Audit log?
How do I track progress of requests being completed?
How to create a pie chart that shows number of requests by status?
How to create a new dashboard and find where it is later on?
Overview of Pipeline Dashboard
How to send out BI dashboards to emails periodically?
Overview of Progress Dashboard
Looker Explore Guide
What is Looker Explore and how to access the Explore?
What kinds of Explores does DealRoom have?
What reports can I create with DealRoom's BI Reporting?
BI Reporting in DealRoom Overview
How to create Deal Duration from Start to Close report?
How to create a Deal Scoring Report?
How to create a Workstream Status Report?
How to create a table chart of Deals Ownership?
How do I create a Deals Funnel report?
How to create Deals Timeline report?
How to create a scatter plot to show the ratio of Size and EBITDA?
How to create a Project Timeline report?
How to create Diligence Sub Workstream Status Report?
How to create a table chart of Deals by Phase?
How to create a single value chart to show the Size of a Pipeline?
How to create a Workstream Progress Report?
How to create Avg. Phase Duration report?
How to create Phase Duration (table chart with cell visualization) report?
How to create a column chart of Deals by Country?
How to create a bar chart of Size by Deal Type?