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Corporate Dashboards — Org-Wide Reporting and Analytics

How Corporate Dashboards give Enterprise organizations a unified view of pipeline activity, usage, and performance across all divisions and regions.

Written by Mikaila McLane

Corporate Dashboards give Enterprise organizations a unified view of pipeline activity, usage, and market performance across all divisions and regions — in one place, without asking individual teams to pull their own reports.

What Corporate Dashboards Show

Corporate Dashboards surface metrics at the org, division, and regional level, including:

  • Pipeline activity — projects by stage across all divisions, so leadership can see deal flow without logging into individual team views

  • Usage analytics — how often each division and user is engaging with the platform, which features are being used, and where adoption is strong or lagging

  • Market landscape reporting — activity in the markets your teams are working, surfaced automatically rather than built manually

  • Team productivity reporting — searches run, analyses completed, letters sent, and other activity metrics by user and division

Who Can Access Corporate Dashboards

Corporate Dashboards are accessible to org admins and users with the appropriate reporting permissions. Individual division users see their own division's data; org-level admins can see across all divisions. Your account team can configure access levels during setup.

How to Access

Corporate Dashboards are available from the main navigation in the platform. If you have the Corporate Dashboards feature enabled and don't see it in your navigation, contact your account team to confirm your permissions are configured correctly.

Corporate Dashboards are available on Enterprise plans. Not on Enterprise yet? Talk to your account team.

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