Deal and relationship management software for professionals

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.

Deal pipeline dashboards can include charts, graphs, and grids.

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

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.

Managing Partner

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. 

Intapp DealCloud data integrations

Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.

Schedule a demo of Intapp DealCloud

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Intapp Intelligent Cloud

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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Intapp Cloud Infrastructure

Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.

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Intapp Data Architecture

Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.

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Intapp Applied AI

Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.

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Ask AI for answers — and get near-instant results — using everyday language.
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