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Onboarding | Step 5: Reporting

Get your whole team on board with the Prospect platform, right from the start. Our Onboarding page guides you through the configuration process – step-by-step.

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Must Do's Recommended

Must Do's

1. Pre-made Reports

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Must Do's

2. Building your Own Reports

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Must Do's

3. Filtering your Data

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Must Do's

4. Summarising & Adding Grouping to your Report

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Must Do's

5. Insights from the Account Manager Dashboard

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Must Do's

6. Insights from the Sales Manager Dashboard

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Must Do's

7. Insights from the Sales Rep Dashboard

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Must Do's

8. Using the Magic Matrix Increase CLTV

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The Magic Matrix: FAQs & Setup

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What is Power BI & Do I Need It?

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Generating a PAT (Personal Access Token)

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Connecting to Power BI

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Custom/URL-based Dashboards

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Configuring Dashboard Permissions

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