In this article:
✍️ Note
Advanced Account Mapping Pipeline Reports are only available on Connector plan and Supernode plan. To upgrade your account visit the Plan & Billing page.
❗️Important
To build Pipeline Reports you must have a CRM and opportunity data connected in your Crossbeam account.
Prefer an interactive tour? Click through Pipeline Reports at your own pace here.
Create a Report
From the left-side Navigation Menu, click on the Mapping icon. This will open the side panel for Account Mapping, select Create a Report from the panel options, and your workspace will display the Account Mapping area. Click the Create Report button or click the Pipeline tile.
On the Create Report modal complete the following:
Select a Partner from the dropdown list
In the Select Comparison section
Click on an Opportunities box in the Account Mapping Matrix to compare your Population data with your Partner's Population data to find the highest ROI opportunities.
Once a box in the Matrix is selected click Create Report
Configure Report
After you create a Report you can add filters, configure and sort columns, and export reports.
Recommended Columns
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.
Close date
Days in Pipeline
How to Add Filters to the Report
Once you have created your report you may further segment and refine your report specific to your pipeline needs with filters.
On the Report table you can:
Click the Add Filters button to open the Filter options pop-up window
Select New Filter Objects for both your company and your partner company by clicking on the company name
Filter Groups by using the comparison operators: is, is not, is empty, is not empty, contains, does not contain
This step is optional but allots you a more granular approach with your data
How to use Sorting
Within the Report each column header allows you to organize the records in alphabetical order by clicking on the Sort arrow within the column or clicking the horizontal lines to select Sort Ascending or Sort Descending. Sorting 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
How to Configure Columns
To configure columns, locate and click on the +Configure Columns button on the right side of the Report. This will open the Configure Columns modal.
In the modal:
Under Select Columns, expand the dropdown menu and click next to the options for Crossbeam Columns, Your Data, and/or Partner Data for the report
Rearrange the Columns on the right side by dragging them into a new order or click the X to delete a column
Click Save and return to the updated Report
After configuring the report be sure to click the Export button or Save button.
Best Practices
Use opportunity data to see how your pipeline compares to partner data to help you:
Move stalled deals forward. See which of your most valuable deals overlap with a partner’s accounts so you can get their help. Perhaps they can share intel about the buying and procurement process at the account or perhaps broker an introduction to a key decision maker on your behalf.
Maintain reciprocity. Get visibility into your channel partner’s opportunity data so you can help them close deals. After all, their success is also your success.
Forecast channel revenue more accurately with visibility into your partner's opportunity stages, close dates, days in pipeline, amounts, and more.
✍️ Note
On the Connector plan Report exports are limited to a max amount of 1000 rows. The Supernode plan has unlimited row exports. To upgrade your account visit the Plan & Billing page.
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