In this article:

Create a Report
Configure Report
Best Practices

✍️ 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.

Create a Report

Click on Mapping from the navigation bar, select Create Reports from the dropdown options.

Select the Pipeline tile or select the Create a Report button

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.

To add filters to the report:

Click Add Filters button to open the filter options window
Select New Filter Objects, add fields
- Use comparison operators like is, is not, is empty, contains, etc., to define filter logic
- Click Apply Changes

Quick filters are also available directly on column headers:

Click the Funnel icon in a column header
Select Add Filter to apply a filter to that column

How to use Sorting

Sort data within the report by clicking on any column header:

Click the Funnel icon in the column header to choose ascending or descending order

Sorting helps you:

Identify partners with the most influence
Prioritize top accounts for co-selling
Craft joint better together solutions
Avoid partner conflicts

After editing, click Save.

How to Configure Columns

Click on the +Configure Columns button on the right side of the report.

In the modal:

Use the Select Columns section to add or remove columns from your report
Click the arrow next to Crossbeam Columns, Your Data, or Partner Data to expand available fields
- The columns available will depend on what each side is sharing from their data sources
- Check or uncheck fields to add or remove them to 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

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.