Standard Reports

Business Edge provides a number of out-of-the-box Standard reports built with Power BI. These include:

  • Activity Reports

    Includes total # of activities based on the time span set. The report provides a convenient way to identify the activity types, direction, activity group, etc.

  • Initiative Rollup

    Includes Opportunity and Pursuit counts by year, by practice group, by lead attorney, and by target company. Also a data table of all initiatives and the value and revenue for associated opportunities and pursuits.

  • Opportunity Reports

    A multi-page report providing overview charts, and additional pages for in-progress opportunities and opportunity outcomes. The report includes multiple visualizations (e.g., opportunity by practice group, opportunity by type, locations with open opportunities, etc.) and counts (e.g, total # open opportunities, # new opportunities by month, # won/lost/declined, total expected revenue, etc.). Includes the data table.

  • Person Contact Overview

    IMPORTANT The Person Contact Overview is not a report built with Power BI. It is a search interface.

    Search for a specific person contact to find the pursuits and opportunities that the contact is associated with in Business Edge. The search identifies only non-firm (external) contacts.

  • Pursuit Reports

    A multi-page report providing overview charts (new pursuits, open pursuits, pursuit pipeline, etc.) as well as additional pages for in-progress pursuits, pursuit data, and pursuits by practice group and stage.

  • Task Reports

    A multi-page report including overview visualizations (# of new tasks, # of completed tasks, etc.), task details (# of open/past due tasks, then broken down (by target company, by assignee, by category, etc.). There are also pages for Task Assignment Breakdown (Open Tasks by Assigned To, etc.) and Task Detail Data.

Many of the reports include filters and slicers so that you can drill down to find and show the level of detail that you need.

Most visualizations include a mode to display it full-screen as well as options to export the data, etc.