DealCloud Differentiator: Dashboards


Dashboards – probably the most popular buzzword used by software companies to describe how simple and easy to consume data is from their platform. What’s not to like? Dashboards can roll up vital information, they can surface information you might not be aware of, and they look cool.


The problem with Dashboards in most generic CRM systems is they are incredibly limiting in what you can display. Some quick examples from widely used generic CRM:

  1. Controlling the size of a dashboard might be limited to Narrow, Medium, Wide.
  2. Custom code might be required to control what gets shown.
  3. Out of the Box dashboards cannot be edited.
  4. You will likely require a 3rd party tool to truly control what gets displayed.

Dynamics dashboards.png

It might be hard to believe, but those are actual links to Salesforce and Microsoft’s help and/or community sections.


The most frustrating part of Dashboards in generic CRM systems is that they are a separate part of the user experience, often with their own tab. You usually have to choose: do I want to see a dashboard with nothing but visuals, or lots of detail with no visuals. Worse yet you have to manually refresh them to see any changes.


DealCloud Dashboards.png
Popular Investment Banking Dashboards on the Left, and Private Equity Dashboards on the right.

DealCloud is different. Dashboards are central to the user experience with no compromise on what gets displayed, how much details are shown, or what the layout looks like. Dashboards can be grouped into logical categories and permissioned to users based on things like their industry coverage, role in the organization, or geography they cover. For example, an Investment Bank might want to see dashboards by product group, while a Private Equity investor might want dashboards for sourcing and origination for the deal teams, and fund raising dashboards for the IR team.


All dashboards in DealCloud are configurable as well. There is no need for 3rd party tools, or limits on what can be shown, and definitely no need for custom code to be written. Users can also learn how to configure their own dashboards through DealCloud University.


The result is meaningful and tailored user experience regardless of users role or firm’s strategy – all with out any hassle. This flexibility allows you to roll up vital information, such as managing key relationships or market coverage, surface information you might not be aware of, like which investor needs a touch point, and hopefully you agree as well, looks cool.


Sponsor coverage dashboard for M&A advisors
An example of a Sponsor Coverage dashboard for M&A advisors in DealCloud.


PE Live Deals
A sample Pipeline dashboard for a PE investor.


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Max Haskin

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