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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.

Lindsey O'Niell avatar Bob Moore avatar Matt Nicosia avatar +2
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.
Jasmine Jenkins avatar
Written by Jasmine Jenkins
Updated this week

Potential Influence Metrics

Identify and prioritize partners with the strongest potential to influence your pipeline.
Jasmine Jenkins avatar
Written by Jasmine Jenkins
Updated this week
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.
Lindsey O'Niell avatar
Written by Lindsey O'Niell
Updated over a week ago

Creating a Report

Create and save an analysis of your partner overlaps.
Jasmine Jenkins avatar
Written by Jasmine Jenkins
Updated over a week ago

Pipeline Mapping with Opportunity Reports

Get more visibility into partnerships pipeline with Opportunity Reports.
Lauren Rosenfeld avatar
Written by Lauren Rosenfeld
Updated this week

Viewing a Report

View an analysis of your partner overlaps
Jasmine Jenkins avatar
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
Lindsey O'Niell avatar
Written by Lindsey O'Niell
Updated over a week ago

Editing a Report

Edit your existing reports that analyze your partner overlaps
Lindsey O'Niell avatar
Written by Lindsey O'Niell
Updated over a week ago

Deleting a Report

Delete or remove an existing report
Lindsey O'Niell avatar
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
Lindsey O'Niell avatar
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.
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.
Lindsey O'Niell avatar
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.
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