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Chapter 3.1 | Dashboards

The Analogue approach to reporting on the status of a deal is no longer fit for purpose – the manual work involved, duplication of effort encountered, and lack of real-time visibility is not conducive to helping a deal team make quick and informed decisions. Instead, the advanced dashboard reporting functionality provided by a Smart M&A Platform enables a deal team to easily leverage voluminous amounts of deal data by creating a variety of user-friendly dashboard reports – therefore helping drive quick and considered decision making across an organization. 

Using dashboards within a Smart M&A platform provides the following functionality:

  • Export user-defined dashboards covering a specific deal or a M&A pipeline – saving hours when compared to the manual approach to reporting;
  • Customizable at the individual user/team/organizational level;
  • Create custom graphs, charts & tables – ensuring the most important deal metrics are easily visible and understood;
  • Generate dashboards according to user-selected data – only report on what is relevant;
  • Schedule selected dashboards to automatically send to selected team members and key decision makers, via e-mail – say goodbye to stressing for that Monday morning deal progress meeting;
  • Create one or several dashboards for each target, deal, deal sponsor or business unit, etc.;
  • Quick build functionality.

Benefits of Dashboard Reporting for M&A

  • Enhances overall M&A business intelligence and provides real-time visibility of projects; 
  • Combines qualitative and quantitative data;
  • Data visualization brings numbers alive;
  • Enables a deal team to select a balanced set of reporting metrics – e.g. across (i) strategy (ii) financial (iii) operations and (iv) growth;
  • KPIs are easily available in a dashboard view;
  • Teams and management can easily view their team or deal-level KPIs (access can also be limited to relevant deals or data based on hierarchy);
  • Promotes good governance across an organization by ensuring key decision makers have all the information they need (while allowing them to drill down into the detail as needed);
  • Establishes a formal reporting cadence and encourages frequent cross functional communication.