SharpSpring 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.
The following user roles can utilize reports:
- Sales Managers
- Jr. Salespersons
The Pipeline Report section of SharpSpring displays information on the various aspects of a pipeline. To view and utilize reports, do the following:
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 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.
It is 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.
Performance and Projection Report
The Performance and Projection 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.
The Activity Report allows you to view important tasks, notes, and statuses for a filtered set of opportunities.
You can choose to see activity based on the sales reps and tags, pipelines, deal stages, and both opportunities with and without activity.
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 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.
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.
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: