How do I use the Organization Groups Report?
It is possible to to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator.
To access Organization Groups Reports, go to Reports > Organganizations Group Reports
The organizations group report was introduced in order to give channel and sales managers a top-down view into the performance of organizations across their channel or territory they manage.
This report will give you a count of total:
- Organization Groups
- Opportunities registered and valued amount
- Organizations
- MDF dollars requested
- Leads shared to Organizations
- Deals registered by Organizations
Export report data as a CSV file.
Lastly, in the Organization Groups list, you can click on any hyperlinked number for more detailed report breakdowns. For example:
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