Stop rebuilding columns for every search - pick a preset instead

Pick the preset that fits your task

• Growth – See revenue trends, EBITDA, Revenue CAGR, and more - a ready-made view for tracking how fast companies are growing.
• Team Size – See Founder and Key People, 5-Year Employee Count, employee growth, and more - everything about a company’s team at a glance.
• Financials – See Latest Annual Revenue, Net Profit, profitability ratios like ROE and EBITDA Margin, and more - the full financial picture in one view.
• Custom – Build your own view. Selecting Custom opens Customize Columns, where you choose exactly what to display. Tweak any preset - add or remove a column - and it becomes your Custom view.
• CRM – See Deal Flow CRM details like Team, Stage, Assigned To, and more - so you can review your pipeline right on the company database page.

Note: The CRM preset shows information from Tracxn’s Deal Flow CRM only.

Every preset keeps Company Name, Tracxn Score, Founded Year, and Company Stage in view, so you never lose the basics while switching.

How to get started

1. Open the company database page.
2. Click the Preset dropdown next to Select All, and pick the view you need - Growth, Team Size, Financials, CRM, or Custom.
3. You can also apply presets from inside the Customize Columns modal.

Need help?

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