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Reporting Best Practices: 6 Industry-Standard Reports (And How to Create Them)

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Reporting Best Practices: 6 Industry-Standard Reports (And How to Create Them)

Streamline Reporting With Standardized Templates That Provide Instant Visibility

Reporting on pipeline deals is a painstaking, time-consuming process that’s only as helpful as your data is accurate. Without efficient reporting workflows in place, creating reports could detract from what matters most: deal execution.


During the webinar, Dealpath’s industry experts will share how you can follow reporting best practices that enable teams to operationalize reporting and quickly identify the metrics that matter most:

  • The importance of standardized and centralized data for simplified, accurate reporting
  • Six reports that all teams should look at regularly, such as pipeline reports and critical dates reports, as well as the data they should include
  • How to remain focused on deal execution by using Dealpath to generate reports through a turnkey process
  • The role that reports should play in day-to-day operations


When your team creates reports on an ad-hoc basis, it’s challenging to corral siloed data with confidence in the final result’s accuracy.

Register for the webinar to learn how you can operationalize reporting and efficiently analyze your data to make informed decisions and strategically allocate resources.

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A common question and costly source of confusion when researching software solutions for your firm is understanding the important differences between Customer Relationship Management (CRM) and Real Estate Deal Management.


These 7 proven strategies give you the tools to streamline your deals, boost productivity, and minimize errors. Equipped with these innovative techniques, you won’t just be able to keep pace with your peer — you’ll be in prime position to outperform them.

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