Our Summary Reports allow you to easily filter your data segmented by key fields such as: status, Owner, Source, Industry, Owner & Status, Source & Status.
Begin by Selecting a List and specify the time period in "Date Added".
Summary by Status:
Summary by Owner
Define your own fields (up to 2) under the “Group by” dropdown. The 1st field will be displayed on the x-axis and the 2nd field is color-coded by each bar along the y-axis. In the example below, the list is grouped by 1) Owners and 2) Industry.
Summary by Source:
Leverage your network to its highest potential by identifying your various sources of introductions to new business opportunities.
Source by Industry:
Summarize your top industries in your portfolio and identify your next market segment.
Summary by Owner and Status:
Summary by Source and Status: