Nuveen Selects Dealpath as Exclusive Deal Management Platform for Real Estate Investments. Learn More
Introducing Power Search: Find Deal Information Faster & More Precisely Learn More

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

Watch the Webinar On-Demand:

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.

Get Your Free E-Book

Related Resources for
Real Estate Investment Managers

Online Panel

The latest National Association for Industrial & Office Parks (NAIOP) panel features Mike Sroka, Dealpath’s CEO, discussing how proptech software like Dealpath has reimagined day-to-day operations for commercial real estate investment firms by unlocking streamlined collaboration processes and predictive, data-driven insights with other industrial CRE leaders.


Transactions in today’s market move quickly. To keep pace with competitors, deal teams can no longer rely on spreadsheet-based checklists, email workflows and other antiquated systems of record. In this e-book, you’ll learn why leading deal and transaction management teams have turned to cloud-based deal management tools to build efficiencies and collaborate in lockstep, from deal screening through due diligence.

Panel Discussion

Register for the on-demand webinar to learn how Corner Lot Development Group standardized and scaled project management and execution on Dealpath, turning hours of error-prone work into a few simple clicks.

Get a personalized demo of Dealpath from one of our experts