Intapp DealCloud reporting and analytics
Get fully interactive reporting on your most important metrics — accessible anywhere from any device.
Create visualized reports, dashboards, charts, graphs, and tear sheets and customize them based on user roles. And with scheduled reporting, get reports with your latest data updated and sent out to stakeholders or investors — all automatically.
Keep contacts, activities, and other critical information all in one place.
Simplify reporting tasks with scheduled reports and customizable tear sheets.
Make more informed decisions with real-time analytics, market intelligence, and cross-team transparency.
DealCloud provides us with a huge array of analytics on, not just our own significant deal flow, but also insight that we are gleaning from across the market. These analytics are proving incredibly powerful when it comes to pitching.
It’s also providing the entire business with game-changing insight into everything we are doing with our clients.
Make sure your team never misses a report or a metric. With automations and workflows, create and distribute customized, role-based reports automatically. Set the date and time, and ensure your latest data goes out on time to the right people.
See your data and make more informed decisions. Through graphical dashboards, tailor holistic views of your pipelines and activities with visuals like charts, graphs, and grids.
Equip your professionals with access to clean, data-rich reports wherever they are. Via the Microsoft Word add-in, create push button tear sheets (preformatted report templates) for contacts, companies, and deals, that offer detailed, high-priority data surrounding an entity.
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
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For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
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Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
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Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
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