Comparing and Analyzing Data

Now comes the fun part. Find out where your data overlaps with partners, drill down into the results, create reports, and stay up to date on changes.

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17 articles in this collection
Written by Lindsey O'Niell, Bob Moore, Matt Nicosia and 2 others

View Your Non-Overlapping Accounts

Source new leads for your partner by identifying which accounts you have that they don't — right in Crossbeam.

Written by Jasmine Jenkins
Updated over a week ago

Potential Influence Metrics

Identify and prioritize partners with the strongest potential to influence your pipeline.

Written by Jasmine Jenkins
Updated over a week ago

Reports

Report Folders

Stay organized and find reports faster in Crossbeam.

Written by Jasmine Jenkins
Updated over a week ago

Reports

Everything you need to know about our most powerful feature.

Written by Lindsey O'Niell
Updated over a week ago

Creating a Report

Create and save an analysis of your partner overlaps.

Written by Jasmine Jenkins
Updated over a week ago

Pipeline Mapping with Opportunity Reports

Get more visibility into partnerships pipeline with Opportunity Reports.

Written by Lauren Rosenfeld
Updated over a week ago

Viewing a Report

View an analysis of your partner overlaps

Written by Jasmine Jenkins
Updated over a week ago

Duplicating a Report

Make a copy of your report to easily and quickly create custom reports

Written by Lindsey O'Niell
Updated over a week ago

Editing a Report

Edit your existing reports that analyze your partner overlaps

Written by Lindsey O'Niell
Updated over a week ago

Deleting a Report

Delete or remove an existing report

Written by Lindsey O'Niell
Updated over a week ago

Notifications on Reports

Get notified of new overlaps in a Report via email or Slack

Written by Lindsey O'Niell
Updated over a week ago

Exploring Partner Data

The Crossbeam Dashboard

The Crossbeam dashboard is your home base when logging into a Crossbeam account. Here's how to use it.

Written by Bob Moore
Updated over a week ago

Advanced Filtering

Refine the results of your Crossbeam comparisons based on specific properties and values in your data.

Written by Bob Moore
Updated over a week ago

Why do I see a different number of overlaps than my partner sees?

Find out why your overlap counts don't match up with your partner's overlap counts.

Written by Matt Nicosia
Updated over a week ago

The Record Detail Page

View the details of a specific company or person, including populations where they appear and any data shared by your partners.

Written by Lindsey O'Niell
Updated over a week ago

Extracting Data from Crossbeam

You've found your overlaps — now what?

Now that Crossbeam has revealed the data you need, here's what you do next to make it actionable and get value.

Written by Matt Nicosia
Updated over a week ago

Exporting Reports

Download a CSV of your Crossbeam results for use in other tools and applications.

Written by Bob Moore
Updated over a week ago