BI Reporting - Filters

BI Reporting - Filters

Users can:

• select filters based on any metadata that is in the pipeline
• customize which options to show in each filter (for example, if you use 6 statuses for deals, you can choose to show some or all of the statuses)
• choose a default filter when opening reports (for example, the reports can open on active deals by default)

In the above example, the following filters were chosen

• phase
• deal status
• M&A owner
• deal type
• NDA signed