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 and game-changing insight into everything we’re doing with our clients. When we’re speaking to a client, we’re able to see everything we’re doing with them across our business — what we’ve shown them, how we’re working with them, and when we last spoke to them. It’s truly everything we could want to know about how any one of our relationships are working and evolving.
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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Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world’s most demanding firms.
Market-leading ethical walls, confidentiality, and security for highly regulated firms
Transparent AI governance with unified security controls
Complete suite spanning the client and deal lifecycle: one vendor, seamless workflows
Battle-tested by the world’s largest firms with ongoing platform investment
Azure-backed reliability with multi-region redundancy and tested disaster recovery
Pre-built integrations and partner ecosystem reduce IT burden and TCO
Fill out the form to book a demo, and see how Intapp DealCloud can help your firm navigate complex networks, source more deals, and execute business faster.