SharpSpring provides four different types of Sales/CRM reports designed to give you all the information you need to measure your current sales performance and forecast performance for the future. You can also export results to a PDF and share with your team.
There are five different reports that you can choose from:
- Pipeline Report
- Conversion Report
- Activity Report
- Follow Up Report
The Pipeline Report shows all of the opportunities that are expected to close within a certain time period. This report is an excellent tool for forecasting sales. Each stage of the pipeline provides data for the Expected Value and Total Value of all opportunities currently in that stage. Total Value is what it sounds like: The combined values of all opportunities in the stage. Expected Value is calculated by taking the total value of each of those opportunities and factoring in the Probability to Close percentage. See the image below of an Opportunity Overview page for further reference.
It's important to note that the Pipeline Report is based on the expected close date for an opportunity.
The Conversion Report shows the current stage of every opportunity created during a specified date range. This report is useful for showing the quality of the opportunities you have created and the conversion rates of your sales staff. Note that the Conversion Report is based on the open date of an opportunity.
Make sure your sales team is on track to meet key goals by estimating the total and expected value of your pipeline with the Performance/Projection Report. Filter by sales rep to measure performance and improve your sales strategy.
Use the Activity Report to view important tasks, notes and statuses for a filtered set of opportunities.
Stay up-to-date with all of the communication for your opportunities, all in one place. The activity report shows you the status, notes, upcoming tasks and all reminders for the opportunities that you want to see.
This report is incredibly useful for showing what is actually going on inside of a specific opportunity by giving you a more granular view of the activity within your sales organization.
Status is adjusted in the Status field for that opportunity. Notes are pulled from the Notes section of that opportunity. Upcoming tasks are associated to future reminders for that opportunity and tasks are all total reminder for that opportunity.
Adjust the date range to see all of the activity for opportunities that are closing during the period. You can choose to see activity based on the sales reps and tags, pipelines, deal stages, and both opportunities with and without activity.
Follow Up Report
When creating a pipeline stage, you can choose to set a standard for how often you should email or call leads associated with that opportunity. This is found under the Sales Automation Policy when creating or editing a pipeline stage, as shown below.
In the Follow Up report, you will be able to see how many calls or emails you should have sent alongside the calls and emails you actually sent. The number of logged calls show up as the Total and the number or calls you should have made (as designated in the Sales Automation Policy) show up as the Goal. The same goes for emails -- the Total number of emails are the number of IMAP emails and smart emails sent to contacts that are associated with that opportunity, while the Goal is the number of emails designated in the Sales Automation Policy for the deal stage. Below is a breakdown of the analytics for the Follow Up Report:
- Avg Calls (Total/Goal):
- Total Calls
- Total Contact
- Total VM
- Total No Contact
- Avg Personal Emails
- Total Automated Emails
- Expanded Total