Intapp DealCloud reporting and analytics
Turn your metrics into informed business decisions
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.
Improve access to your data and analytics and help your professionals make the most informed decisions they can
Rely on a single source of truth
Keep contacts, activities, and other critical information all in one place.
Save time and stay prepared
Simplify reporting tasks with scheduled reports and customizable tear sheets.
Strengthen decision-making
Make more informed decisions with real-time analytics, market intelligence, and cross-team transparency.
Powerful analytics for pitches
Flexible reporting capabilities for your unique needs
Generate and send automatic reports
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.
Customize visual dashboards
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.
Expedite report creation with push-button tear sheets
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.
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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.
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