Reporting & Analytics

Understand pipeline, activity, and account usage.

Read your reporting and analyticsAnalytics Overview gives a quick read on lead intake and pipeline health, with deeper pages for leads, pipeline, activity, transactions, campaigns, landing pages, and account usage. What you see is scoped to your role.
Understand the pipeline reportPipeline Analytics shows your current open pipeline composition and deal activity for the selected period — open deals and value by stage, deals created and won, and win rate.

Still need help?

Contact your NextAccord coordinator or email support@nextaccord.com.