SharpSpring provides four different types of 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 easily create custom Pipeline, Conversion, Activity and Performance/Projection reports. The reports can be saved and scheduled using the top right Options gear button. You can also export results to a PDF and share with your team.
CRM Reports Overview
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.
Use the Activity Report to view important tasks, notes and statuses for a filtered set of opportunities. 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.
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.