BI Reporting

Harness the power of real-time data to make data-driven decisions by building, visualizing, and sharing interactive M&A reports seamlessly.

Make quick, informed M&A decisions

Maximize synergy realization on every deal

Effortlessly visualize data across the entire M&A lifecycle

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Check out an overview of our BI Reports

“Being able to generate reports and serve them up to our executive committees in a standardized fashion has been imperative and clutch for us.The BI reports provide significant value, keeping everyone updated with real-time insights on our progress and activities."

Allison D'Agostino

Director of M&A Integration at Cadence Education

Visualize data from pipeline, diligence, and integration

With DealRoom’s BI Reporting, you can access and compile data from your pipeline, due diligence, and integration processes in one place.

This holistic view ensures that your reports are comprehensive and accurate, providing insights into every aspect of your M&A activities.

Track deal progress across all stages

Monitor the progress of your deals from start to finish using DealRoom’s detailed tracking features.

Compare success rates, identify potential bottlenecks, and ensure smooth transitions through every stage of your M&A process.

Build and Customize Reports

With DealRoom’s BI Reporting, you can build and customize reports to fit your specific requirements.

This flexibility allows you to adapt your reporting to your business goals and strategies, ensuring that your reports provide the necessary insights.

Export reports in a format you need

With DealRoom’s BI Reporting, you can download your reports in various formats, including JPG, Excel, PDF, and more.

This flexibility allows you to incorporate your findings into presentations and share insights with stakeholders

Automate report delivery

Save time and ensure consistent communication with automated report delivery. You can set up schedules for daily, weekly, monthly, or custom timings, ensuring that all stakeholders receive the latest insights without manual effort.

This automation helps you maintain transparency and keep everyone informed effortlessly.

Frequently asked questions

What is BI Reporting?

BI Reporting is a capability within the DealRoom M&A Platform that allows you to pull, visualize, and export data from various stages of the M&A lifecycle. It uses Looker BI to create customizable reports, providing real-time insights and automating report delivery.

How is BI Reporting different from other solutions?

DealRoom’s BI Reporting integrates seamlessly with the entire M&A lifecycle, pulling data from pipeline, diligence, and integration. This comprehensive approach, combined with Looker BI’s powerful customization and visualization tools, offers unmatched flexibility and efficiency.

How easy is it to build reports?

Building reports with DealRoom’s BI Reporting is straightforward and user-friendly. If you need assistance, our BI specialists can help create customized reports tailored to your needs. Request a demo to learn more and see it in action.

Can report delivery be automated?

Yes, you can automate the delivery of reports and schedule them to be sent to any stakeholder. Reports can be delivered daily, weekly, monthly, or at custom intervals, complete with personalized messages to ensure timely updates and keep everyone informed.

Can reports be exported into Excel?

Yes, reports can be exported to Excel. Additionally, you can download them in various other formats, including PPT, JPEG, PNG, and more, making it easy to share and utilize the data as needed.