Deal Team Resourcing Report (Internal)

This functionality is specifically for SRI

To view and download the Pipeline Resourcing (Internal) report, follow the below steps-

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

2. You can access the report from the dashboard by clicking  Deal Team Resourcing Report (Internal) in the Deal panel or from the Deal drop-down menu in the blue vertical bar.

3. The Deal | Resourcing window is displayed. It displays the data in the Deal Grid based on the set parameters. 

4. You can also view the report 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.
• Params: To view all the deals including or excluding shadow deals, lapsed deals or both.

You can view the grid based on the changed parameters. You can also download the report in Excel and PDF format.

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

6. 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.