What is the Company History Dashboard?
The Company History Dashboard displays company history analytics within a subscription.  The following reports are displayed:

• Conversion Rates - Use this data to help determine how far companies have progressed in deals
• IOI and LOI Comparisons | 3 most recent deals - Use this data to view trends on bids from IOI to LOI by EBITDA for the three most recent deals
• Deal Detail - View various details across deals

Features:

• Set permissions
• Apply filters
• Adjust display per tile
• Export data

The Company History Dashboard can be accessed from within an Outreach project:

  1   Select the Companies tab in the upper right.
  2   Pick the icon in the Analytics column on the right.

The 'Company' filter is set by default, but can be removed as needed (See Apply filters)
Note: Product admins are able to access by default; Product admins may also allow access to contributors (See Set permissions).
 

Set Permissions

The Company History Dashboard displays for Product Admins only, by default. To make it available to Contributors, contact us.
 

Apply Filters

Filters apply to visual displays and their correlated downloadable reports. To apply filters within the Company History Dashboard:

  1   Select Filters  to expand the Filter menu.

• Each menu item (e.g. Company, Transaction Type, etc.) provides adjustable fields and allows for the user to add multiple rows per item

  2   Adjust the filter menu fields as desired.

  3   Select Update.

• The blue 'Update' icon is replaced with a grey 'Reload' icon while the changes are being applied

  4   Select Filters to collapse the Filter menu.

 

 Adjust Display Per Tile

Reports are displayed on tiles. Each tile contains its own clickable interactions. Examples:

• Select a number within the Conversion Rates report to display details
• Choose 'Average IOI' within the IOI and LOI Bid Comparisons | 3 Most Recent Deals report to remove the data from the visual display. Select it again to restore the data to the visual display
• Pick and drag a column within the Deal Detail report to reorganize as desired. In addition, select the cog icon at the top of any column for additional display options

 

 Export Data

The Company History Dashboard reports can be downloaded or they can be sent via email.

To download all reports:

  1   As needed, apply filters and adjust the display per tile.

  2   Select the options menu on the right.

  3   Choose Download.

  4   Select a format, size, etc. and click Download.



To download data from one tile:

  1   As needed, apply filters and adjust the display per tile.

  2   Hover over the upper-right corner of a tile to show the tile options menu.

  3   Select Download Data.

  4   Select your preferences as needed, then choose Open in Browser or Download.



Send all reports via email
Send emails to desired recipients or schedule a recurring email. To do so:

 1  Select the options menu in the upper right.

 2  Choose Schedule Delivery.

 3  If you have a previous schedule, click New.

 4  Send: Choose Send now from the Recurrence menu options. Enter an email address, choose your Format, then pick Send now. Email does not include a copy list, so recipients are unaware of other receivers.

or 

 4  Schedule: Choose your Recurrence, Time preferences, Format, and email addresses,  then click Save. Only the creator of a scheduled email may edit a saved schedule. Your personally created schedules appear in options menu > Schedule delivery > Schedules.

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