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Comparing and Analyzing Data
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.
Jasmine Jenkins avatarJoy Rudnick avatarLindsey O'Niell avatar
By Jasmine and 5 others6 authors16 articles
Potential Revenue
View Your Non-Overlapping Accounts

Reports


Create a Report
Interactive Reports
Report Folders
Edit a Report
Multi-Partner Reports
Reports
Pipeline Mapping with Opportunity Reports
Viewing a Report
Delete, Duplicate, or Export a Report
Report Notifications

Exploring Partner Data


The Crossbeam Dashboard
Why do I see a different number of overlaps than my partner sees?
The Record Detail Page

Extracting Data from Crossbeam


You've found your overlaps — now what?
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