Datasite Pipeline

A step-by-step guide to using Pipeline to streamline your dealmaking.

During the dealmaking process, keeping things organized is key to making sure the deal progresses. Datasite Pipeline is a one-stop shop that helps you track and communicate with your opportunities, set reminders, and create custom reporting for your deals all in one place. This guide will walk you through the different tabs you will see when you create a project and how you can use each function to keep things flowing throughout the deal process.


 1   Dashboard
 
The first thing you’ll see when opening up your Pipeline project is your dashboard. Here, you can customize your analytics by creating widgets that show various reports within your project. Use this tab to track deal activity, financial information, internal tasks, and user or document activity.




 2  Inbox

The Inbox is where your team can send messages to the project from outside Datasite. From here, you can turn these messages into activities for your targets, create new contacts or use existing ones, and create new opportunities or use existing ones within your project. 


 3  Trackers
 
Rather than manually trying to maintain checklists and request lists across your team as well as between parties, you can upload your list as a Tracker and keep tabs on each item in one convenient location. Here, you can create and permission trackers so that everyone has the appropriate access they need to stay organized and on track throughout the deal process. Presentation ready Tear Sheets can be easily exported into your next slide deck.




 4  Contacts
 
The Contacts tab serves as a database for everyone linked to the deal. These individuals may not be directly involved in the dealmaking process, but you may want to keep their contact information handy in case you need it. You can build your list from scratch, upload a list from a spreadsheet or CSV, or import a list from another Datasite project with minor modifications.


 5   Documents

Once your trackers are set up, you may find that the activities have documents attached to them. You can view and manage all these items within the Documents tab. These will all be organized by fileroom and folders based on the trackers and activities they are associated with, but you can also upload documents that are associated with your Pipeline project in general and not with any particular tracker.


 6   Users

Unlike the Contacts tab, the Users tab is where you will be able to manage individuals that interact directly with the project. Here, you can add new users and assign them to the roles you have created in the Permissions tab. This allows you to quickly add new reviewers, contributors, and managers to your project without having to individually adjust their access levels.



 7   Permissions
 
As you create trackers, upload documents, and build analytics reports, you may not want everyone to have the same level of access to everything within your Pipeline project. In the Permissions tab, you can assign your users to roles and give those roles varying levels of access to each item or tool based on their function within the deal. Use permissions to make sure that users in your project are only seeing what they are supposed to see, and nothing more. 

Keep in mind that some items within Feature Access affect others. For instance, if an admin has manage permissions for Dashboards, but no permissions for Trackers, they won’t be able to see anything in the dashboard as it pulls directly from the trackers.



 8  Settings
 
From the Settings tab, you can:

• Set up email forwarding and permissions for your inbox
• Create and edit disclaimers or NDAs
• Alter the logo in the upper-left corner of your project to reflect your brand
• Turn on email alerts for new documents
• Disable access to the project from mobile devices
• Choose document language settings