Pipeline Diversification Report

This functionality is specifically for SRI

To view and download reports, follow the below steps:

1. Click on Reports and Analytics in the main menu. 

2. A new window is displayed. Click on the Pipeline Diversification from the dashboard.

3. The Pipeline Diversification window is displayed. It displays the graph based on the set parameters. 

4. You can also view the graphs using various filters available above the graph.

• Date: To view the chart for a particular date range, select the date and specify the filter for data based on Created Time, Modified Time, and Date Opened.
• Display: To view all the deals including or excluding shadow deals, lapsed deals or both.
• Params: To view the graph according to different parameters, such as Stage, Sector, Sub-sector, Deal Type, Transaction type, etc.
• Currency: To view the charts based on different currencies.

After applying the filters, you can view the chart based on the changed parameters. You can download the report in various formats. Click on the gray square box button in the top right corner near the graph. The report can be downloaded in image formats, such as PNG, SVG, JPG, etc., and data formats, such as JSON, HTML, PDF, CSV, etc. Click on a format and the report will be downloaded.

5. You can view the above data in Bar Graph and Pie chart. Click on the icons below the filters to view the diversification in the desired format.
The data can be viewed by Count or Value. The default setting is set on Count. If you wish to view the pipeline by Value, switch to Value.

6. You can also view the underlying dataset for the above graphs. Click on the Data Set icon. You can download the dataset in Excel and PDF format. Click on the desired format to download.     

7. To further drill down into the analysis, use the additional filters on the left-hand side. Select a filter and click on Apply. To reset the filters, click Reset.