Reports - Why are these useful?
Fundstack' powerful reports tool allows you to analyse and display your data to make the best use of it. Filter and visualise your data real-time to create custom charts and create actionable insights.
- Analyse portfolio by type - i.e. B2B vs. B2C
- See best performing employees - i.e. display deals by origination source
- Find bottlenecks in your pipeline - i.e. see what stages companies are spending the most time at (incl. companie cuasing bottlenecks)
- Track which months of the year are busiest - i.e. see cumulative no. of deals by
- Filter - i.e. only companies you have invested in, to see what sources are generating your best leads
Access reports and customise charts
- Navigate to reports via the top ribbon
- Customise which datasets are shown in reports by simply clicking on them
Using the powerful filter function
- Filter the data analysed to deliver valuable insights
- i.e. see the geographical breakdown of companies you have invested in