What are best in class reports for sourcing? What metrics do you follow?

investor profile

July 10, 2020

by an investor from University of California, Berkeley in New York, NY, USA

We recently started using a CRM and I want to build out our reporting in our dashboard. Hoping to hear what metrics you follow most closely and use to gauge your performance.

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commentor profile
Reply by a professional
in Las Vegas, NV, USA
What CRM did you go with, and is it only for tracking your deal pipeline?
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Reply by an investor
from University of California, Berkeley in New York, NY, USA
We use it both for CRM and deal tracking
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