Reports and Dashboards
Sales and CRM Reporting
Lead, account, campaign, opportunity, ownership, and company sales reporting
Dashboards
| Dashboard | Primary questions |
|---|---|
| Company Sales Dashboard | Submitted/collected sales, pacing, business mix, and rep leaderboard. |
| Sales Performance Executive | Sales performance, goals, forecast, opportunity health, and outstanding balances. |
| CRM Performance Executive | CRM health across leads, accounts, campaigns, opportunities, and touch quality. |
| Lead Performance Executive | Lead conversion, call quality, follow-up, and owner performance. |
| Account Touch Health | Which accounts need follow-up or have gone stale. |
| Ownership Transfer Executive | Whether handoffs are happening cleanly and receiving users follow up. |
Report Families
Sales performance reports cover daily and monthly submitted/collected sales, rep performance, business mix, team pacing, forecast, goal progress, quote approval health, opportunity health, and outstanding balances.
CRM reports cover lead conversion by source, lead activity quality, lead follow-up, tasks by rep, calls missing intelligence, connected calls without next step, open lead aging, accounts needing touch, untouched accounts, campaign opportunity count, opportunity pipeline, and ownership transfer trends.
How Managers Should Use Them
- Start from the dashboard to find the exception.
- Open the underlying report to identify the exact records.
- Assign or update follow-up tasks.
- Use ownership transfer only when the receiving user and next action are clear.
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