Uncover insights with powerful, easy-to-use reports.

Practice Pipeline is simple to use but provides crucial analytics tools for tracking your firm's business development progress. The Management Report is available to the firm’s administrative, marketing or BD team so they can analyze current opportunities and provide support where it is most needed.

Track key metrics across your entire firm.

Reports track the relationships each user is pursuing and the following Key Performance Indicators:

  • Productivity Scores
  • Opportunity Value Layout
  • Close Rate
  • Total Pipeline Revenue

These data points are cues for effective coaching, mentorship, and ROI assessment.

Practice Pipeline Management Report

Firm-wide or Group Insights

Flexible grouping allows you to group users however you wish, such as by practice area or office. The Management Report can analyze the progress of your firm as a whole or any sub-groups you select.

Overlapping Pursuits

The Overlap Report shows you if more than one of your users is pursuing someone at the same company, so you can avoid political landmines and put your firm's best foot forward.

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