Lead Gen & CRM provides different types of sales and CRM reports. These reports are designed to give you all the information you need to measure your current sales performance—and to forecast performance for the future.
This article will provide an overview of the reports feature.
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Viewing Reports
The Pipeline Report section of Lead Gen & CRM displays information on the various aspects of a pipeline. To view and utilize reports, do the following:
- Hover the Sales drop-down menu in Lead Gen & CRM's top toolbar.
- Select one of the following reports from the Reports section:
Pipeline Value Report
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The Pipeline Value 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. |
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Refer to Pipeline Value Report Overview for more information on Pipeline Value reports.
Opportunity Health Report
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The Opportunity Health Report allows you to see how your pipeline opportunities are performing. This report shows many different things about opportunities, including:
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Refer to Opportunity Health Report Overview for more information on Opportunity Health reports.
Conversion Analysis Report
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The Conversion Analysis 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. Refer to Conversion Analysis Report Overview for more information on Conversion Analysis reports. |
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Won/Lost Report
The Won/Lost report provides information on all opportunities won or lost across all pipelines over a given timeframe, including:
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Refer to Won/Lost Report Overview for more information on Won/Lost reports.
Sales Performance Report
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The Sales Performance report enables you to ensure your sales team is on track to meet key goals by estimating the total and expected value of your pipeline. Filter by sales rep to measure performance and improve your sales strategy. Refer to Sales Performance Report Overview for more information on Sales Performance reports. |
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Sales Optimizer Tasks Report
| The Sales Optimizer Tasks report provides you with a detailed report on the number of automated tasks, per individual user and by entire sales teams. The Sales Optimizer Tasks report gives insight on what automated tasks are being completed or rescheduled within a given timeframe. |
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Refer to Sales Optimizer Tasks Report Overview for more information on the Sales Optimizer Tasks reports.
Activity Report
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The Activity report allows you to view important tasks, notes, and statuses for a filtered set of opportunities. Access the Activity report from other reports by You can choose to see activity based on the sales reps and tags, pipelines, deal stages, and both opportunities with and without activity. |
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This report is 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 tasks for that opportunity
- Tasks are all total tasks for that opportunity
- Adjust the date range to see all of the activity for opportunities that are closing during the period
Follow-Up Report
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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. The associated report, the Follow-Up report, shows how many calls or emails you should have sent alongside the calls and emails you actually sent. |
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The number of logged calls show up as the Total, and the number or calls you should have made show up as the Goal. It is the same 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. 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:
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Saving and Scheduling Reports
Once the reports have been created, you can save them and schedule them to be sent via email at a later date. Saved reports can be scheduled either from the report page itself or from the Manage Reports page.
Refer to Saving and Scheduling Reports for more information on saving and scheduling reports.