If the Pitch module is the “Engine,” this is the “Dashboard.” The Reports section provides the hard data you need to prove ROI, optimize content, and track team adoption.
Sales & Revenue Intelligence
Track the direct impact of your Digital Sales Rooms (DSRs) on the bottom line
- Pitch Performance: Time-based analytics showing how your Deal Rooms are performing week-over-week.
- Pitch Overview: A high-level snapshot of the entire system. How many Pitches are active? How many are draft?
- Revenue Influence: The most critical report for leadership. It connects Deal Room activity to actual revenue, showing which pitches are influencing closed deals.
- Lead Performance: A deep dive into the buyers. See who is engaging, who is “hot,” and which external stakeholders are entering your deal rooms.
Content Intelligence
Stop guessing which slides work. Use data to refine your library.
- Content Overview: An inventory check. See what content exists across the system (e.g., “We have 50 PDFs but only 2 Videos”).
- Content Performance: An engagement check. See how assets perform inside Deal Rooms. Which case studies get read? Which videos get skipped?
Operational & System Health
Monitor how your organization is utilizing the platform.
- User Overview: Adoption metrics. See which team members are logging in, creating pitches, and using the system most effectively.
- AI Credit Consumption: Budget tracking. Monitor how many AI tokens your team is using for search, summarization, and content generation.
Pro Tip: Think of “Overview” reports as Inventory (What do we have?) and “Performance” reports as Results (How well is it working?).
Advanced Reporting & Dashboards
Create and manage your own report and dashboard library with folder organization, sharing, and access workflows.