Creating a Report
1. Click the "+ Create Report" button from the Reports page.
You will be taken to the page that serves as the create, edit, and viewing page for a Report. This is where you will create your first report.
2. Name your Report
By default, your report will be titled "My Report". Click on the report name to name it whatever you'd like. In some cases, you might want to build and run your report first, and then name it before saving it.
3. Select which of your populations to include in the Report
The dropdown list will give you a list of all available populations to compare with your partners. You will see your Standard Populations listed first.
In the case above, we chose to include our Prospects, Customers and Open Opportunities populations.
4. Select a partner or partners to include in the Report, or select "All Partners Report"
If you select "All Partners" this report will automatically update when you partner with more organizations in Crossbeam. You can quickly select a Standard Population to compare overlaps across all of your partners at once.
For our purposes, we'll choose our partner Holver.
5. Select which of your partner's populations to include in the report
The dropdown menu is now populated with a list of all of Holver's populations. Select which populations you'd like to include in the report. Here we have selected Leads.
6. Add any additional partners and populations you'd like to report on.
If you want to include more partners in the report, simply configure more partners in the dropdown. This will add another row in which you can select the populations for each partner. Simply hover over the partner name to see the trash can button for any partners you wish to remove.
7. Run the report, and then add filter groups to create more specific views of your database.
This optional step allows you to reduce the results that will appear in your result set. You can read about how to use this feature here: Advanced Filtering.
8. Sort your data
Easily explore your report by sorting your account and lead data. Prioritize your overlaps by sorting report columns by account type, employee size, annual revenue, health score, region, and more.
9. Click Run Report to view the results
Once you click the "Run Report" button, you'll be presented with the results of the report. These results are presented in two sections, Overlaps Counts and Overlap Activity. The Overlap Counts section can be expanded to see the data. You can always learn more about Viewing Reports.
10. Configure Columns
Add or remove columns by selecting 'Configure Columns'. You can add fields from your data including Opportunity Data and data shared with you by your partners.
💡 Tips for Pipeline Mapping with Opportunity Reports (A paid feature)
If you are on a free plan (Explorer) and would like to access Pipeline Mapping with Opportunity reports, simply visit your billing page and upgrade.
You must be on a paid Connector or Supernode pricing plan and sharing data with partners to build Opportunity Reports. If your partner(s) aren't on a paid plan, you can still pull in their opportunity data into your reports.
Watch this video to learn how you can start Pipeline Mapping with Opportunity Reports.
We recommend configuring the following columns into your Opportunity Reports:
Amount - View the individual dollar value of each opportunity
Total Amount - To help you prioritize accounts for co-selling, see the full value of all opportunities for an account. Sort this column to see the highest value accounts to prioritize for co-selling.
Sales Stage - Identify which partners can share intel to help you navigate early-stage deals or help move stalled deals forward.
11. Save Report
Once you're happy with the report, click "Save Report" on the bottom left of the page to save your Report. If you haven't already done so, name your report so you can save it.