Upcoming Changes to Reports in ClientIQ

December 19, 2023 | Trevor Goss

As 2023 draws to a close, we're excited to announce some enhancement to ClientIQ Reports which provide greater clients insights to help you increase your sales effectiveness. For the first time, reports will be delivered in PowerPoint to help you more easily make the Reports’ insights part of your customer presentation, account plans, QBR, etc.




Report Enhancements

Each report is being improved in numerous ways. The following chart explains further.


New Reports Chart.001


Reports are in PowerPoint (.pptx) 

The days of taking screenshots or cropping a PDF to get the right chart are over.  Now, you'll be able to see each page of the report as a separate page within a PowerPoint presentation. Additionally, reports will be in landscape aspect ratio too, making it easier than ever to get the information you're looking for, and use it to make an impact.

Screenshot 2023-12-14 at 1.20.55 PM



Posted in Product Features