Here at DealCloud we firmly believe in the value our deal management solution provides our clients and are incredibly thoughtful when it comes to enabling them for success. As experts in not only our platform but what the day-to-day looks like for our end users, we are constantly creating resources to meet our clients’ needs. Every client site is connected to DealCloud University, which is a unique resource library available for all users.
To answer questions like these, most firms enlist an analyst or two to combine a few spreadsheets, build pivot tables, and then translate those tables into charts. We know analysts tend to have wizard-level Excel skills, but even for them, the turnaround on this type of request can often be at least a few hours, if not days.