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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.

Bob Moore avatar Matt Nicosia avatar Lauren Rosenfeld avatar +2
15 articles in this collection
Written by Bob Moore, Matt Nicosia, Lauren Rosenfeld and 2 others
Reports

Report Folders

Stay organized and find reports faster in Crossbeam.
Jasmine Jenkins avatar
Written by Jasmine Jenkins
Updated over a week ago

Reports

Everything you need to know about our most powerful feature.
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Written by Emily Carpenter
Updated over a week ago

Creating a Report

Create and save an analysis of your partner overlaps.
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Written by Emily Carpenter
Updated over a week ago

Opportunity Reports

Learn about Pipeline mapping with Opportunity reports in Crossbeam
Lauren Rosenfeld avatar
Written by Lauren Rosenfeld
Updated over a week ago

Viewing a Report

View an analysis of your partner overlaps
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Written by Emily Carpenter
Updated over a week ago

Duplicating a Report

Make a copy of your report to easily and quickly create custom reports
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Written by Emily Carpenter
Updated over a week ago

Editing a Report

Edit your existing reports that analyze your partner overlaps
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Written by Emily Carpenter
Updated over a week ago

Deleting a Report

Delete or remove an existing report
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Written by Emily Carpenter
Updated over a week ago

Notifications on Reports

Get notified of new overlaps in a Report via email or Slack
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Written by Emily Carpenter
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.
Bob Moore avatar
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.
Bob Moore avatar
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.
Matt Nicosia avatar
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.
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Written by Emily Carpenter
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.
Matt Nicosia avatar
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.
Bob Moore avatar
Written by Bob Moore
Updated over a week ago