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.
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.
