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 data in the "Records" and "Overlaps With" column.
To find specific records faster, sort the "Record" column alphabetically. Or, sort the "Overlaps With" column to identify and prioritize accounts with the most partners attached to them. This allows you to:
See which partners have the highest degree of influence on your accounts
Prioritize your ripest accounts for co-selling with partners
Rally your partners to craft a joint solution and pitch your “better together” story
Avoid partner conflict by identifying accounts that have competing partners attached to them
(Note: You can also save your sorted 'Overlaps With' column when saving a report)
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.
Watch this video to learn how you can start Pipeline Mapping with Opportunity Reports.
Data must be reciprocated between partners to get value out of Opportunity Reports. Users on the Connector Tier or higher (with a CRM connected) can only add opportunity columns to a report when there is a shared population on either “side”.
The sides are your own populations or partner populations. This means that to add partner opportunity data there can only be one partner and one population added. However to view your own data, you can have as many partners and populations in the report, you just need 1 of your own populations. Examples:
Crowdblossom has 1 population and Audaya has 3 populations: I can add opportunity data for Crowdblossom.
Crowdblossom has 5 populations and Audaya has 1 population: I can add opportunity data for Audaya
Crowdblossom has 1 population and Audaya has 1 population: I can add opportunity data for both Crowdblossom and Audaya
Crowdblossom has 1 population and Audaya has 2 populations and Asaas has 3 populations: I can add opportunity data for Crowdblossom
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.