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Ready-to-Use Salesforce Crossbeam Reports
Ready-to-Use Salesforce Crossbeam Reports
Joy Rudnick avatar
Written by Joy Rudnick
Updated this week

In this article:

Overview

The Crossbeam Ready-to-Use Reports for Salesforce provide fast, actionable insights into ecosystem data, reducing the need for RevOps support. Ready-to-use templates empower Sales, Partnerships, and Customer Success teams to make data-driven decisions, boost growth, and close deals.

These tools give a clear view of ecosystem data for specific use cases—like sourcing new leads, influencing deals, and retaining customers—enabling teams to communicate Crossbeam’s value to revenue leaders effectively.


How to Make the Crossbeam Reports Folder Visible

The Reports folder in Salesforce initially defaults to private, meaning only a Salesforce Admin will initially have access to this folder.

To make the Crossbeam Reports folder visible, a Salesforce Admin must complete the following steps to share it with the appropriate users, roles, or groups.

  • In Salesforce, navigate to the Reports tab and select All Folders

  • Locate the Crossbeam Reports folder and click the Dropdown arrow at the end of the row to display the menu options

  • Select Share from the options

  • In the Share Folder modal:

    • Under the Share With section click the dropdown arrow and select Users, Roles, and/or Public Groups

    • Under the Who Can Access section confirm the selected Users, Roles and/or Public Groups are displayed with View Access


😎 Pro Tip

Ready to level up? Build a Salesforce dashboard for a clear, high-level view of sourcing, influencing, and expanding customer relationships.

  • Quickly evaluate opportunities for sourcing, influencing, and expanding customer relationships

  • Identify trends, prioritize accounts, and focus on high-impact actions within your revenue pipeline


✍️ Note

Ready-to-Use Crossbeam Reports for Salesforce are only available on Supernode plan.

Ready-to-Use Crossbeam Reports for Salesforce require the Salesforce Custom Object Integration, learn more here.

To upgrade your account, visit the Plan & Billing page.


What type of Crossbeam Reports are available?

Crossbeam Reports are organized by specific use cases. These reports make Crossbeam data actionable by highlighting key account overlaps with your partners.

  • Source Opportunities: Identify ecosystem-qualified leads by comparing your prospects to your partners' customers.

  • Influence Deals: Understand which of your open opportunities overlap with your partners' customer bases, helping to enhance deal influence.

  • Retain & Expand Customers: Track expansion opportunities by analyzing overlap between your customer base and your partners' customers.

Each report template is crafted to help you extract value from ecosystem data, turning insights into targeted actions that can drive your success.

To access Crossbeam Reports:

  • Go to Reports in Salesforce

  • Select All Folders

  • Find and open Crossbeam Reports to view available reports

Click the Done button.

Available Reports:

Ecosystem Qualified Leads

Expansion Opportunities with Stages

Expansion Opportunities with Partner Overlaps

Opportunity Influence (by Stage)

Partner Mutual Customers

Top Revenue EQLs

Expansion Opportunities

Opportunity Influence (by Owner)


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