Pivot Around Your Data… Without Pivot Tables


Have you ever wondered which industries your Northeast deals tend to fall in? What about the most common source of all deals your firm passed on last quarter?


To answer questions like these, most firms enlist an analyst or two to combine a few spreadsheets, build pivot tables, and then translate those tables into charts. We know analysts tend to have wizard-level Excel skills, but even for them, the turnaround on this type of request can often be at least a few hours, if not days.


DealCloud, on the other hand, is built to generate answers to questions like these in seconds. Our database structure is multi-relational and 100% customizable, enabling you and other members of your firm to see complete 360o-views of the data points that matter most to you. Most traditional CRMs are not built to pivot data within their own applications – instead, they try to push you to export more and handle pivots the old-fashioned way in Excel. DealCloud is different.


What makes DealCloud’s database “multi-relational” is its ability to link multiple objects in multiple ways according to each client’s individual needs. For example, when adding a new Deal/Engagement, you’ll add Companies from existing lists of them, Deal Source from a predefined group, Geography from your list of MSAs, and so on. If the item doesn’t yet exist in the list you need to reference, you can add it in-line and begin building references to it then and there.




The end-result is an ability to click on different objects and see their many associations. When you click on a Geography, for instance, you can instantly access the contacts you know there, companies you’re targeting in the area, analytics on deals you’ve done in that city or region, and more.




Clicking on a firm from any of those pages can show you summaries of deals you’ve done with that firm, contacts you know there, meetings your team has taken with them, etc





DealCloud’s team of specialists sits down with each new client to blueprint the best ways to translate the client’s existing data into a multi-relational structure. The team then builds multi-relational references for each data point the client brings on day 1, as well as controls to ensure the best data structure is maintained going forward. This means that every piece of new data improves the client’s analytics instead of making them less usable.


DealCloud’s multi-relational nature and customizability transform it from a CRM to a fully-fledged tool for tracking institutional knowledge. To learn more about how DealCloud can impact your firm, contact sales@dealcloud.com.


Lokesh Seth

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