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LIVE DASHBOARD
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Power BI transforms Crossbeam partner data into actionable reports, enabling businesses to track account overlaps, monitor partnership opportunities, and optimise revenue-sharing strategies. By integrating Crossbeam with Power BI, organisations gain real-time visibility into co-selling potential, pipeline impact, and partner performance. Custom dashboards and automated reporting help sales and partnership teams refine collaboration efforts, improve deal velocity, and drive mutual growth.
KEY FEATURES
Partner Overlap & Revenue Tracking – Monitor shared accounts, pipeline contributions, and deal progression to maximise partnership value
Co-Selling & Engagement Insights – Analyse partner activity, referral trends, and collaboration effectiveness for better sales alignment
Cross-Platform Data Integration – Combine Crossbeam data with CRM, marketing automation, and analytics tools for a unified partnership view
Automated Reports & Alerts – Set up scheduled reporting and notifications to track key partner performance metrics and revenue trends
OTHER DATA SOURCES
78% of new clients engage us for a second project within a year.
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