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Sales Performance Report Overview

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Nik Schultz
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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. This article will provide an overview of the Sales Performance report, as well as its available features.

The following user roles can access theSales Performance report:

  • Administrators
  • Company Managers
  • Sales Managers
  • Salespersons
  • Jr. Salespersons

Sales reports are accessed through the  NavSales.png  toolbar.


Article Contents


Understanding the Sales Performance Report

Access theSales Performance report in SharpSpring's top toolbar by clicking
Reports > Sales Performance. 

The Sales Performance report provides information on estimates of the total and expected value of your pipeline. This report allows you to view how your sales representatives are doing. This way, you can measure performance and improve your sales strategy. 

The Sales Performance report shows how sales and expected value compare with one another in a bar graph. 		  


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In addition, the Sales Performance report provides a list of all opportunities—including value, close date, and the sales representative associated with it—over a specified period of time:

  • The Working Opps tab shows all ongoing opportunities that are available.
  • The Opps Won tab shows all opportunities that were set as Closed-Won.
  • The Opps Lost tab shows all opportunities that were set as Closed-Lost.

Clicking View All will display all opportunities that are within the Sales Center.


Configuring Sales Performance Reports

The Sales Performance report can be configured with data filters to show different details. You can use any or all of these filters. To configure Sales Performance report filters, do the following:

  1. Click the Date menu to set the desired date range.
  2. Click the Sales Pipeline drop-down menu to select the pipeline to view.
  3. Click the Sales Rep drop-down menu to select the sales representative to view.
  4. Click the Sales Rep Tag drop-down menu to select the relevant tagged representatives.
  5. Click the Filter by Products drop-down menu to select the relevant products.
  6. Click the Filter by Campaigns drop-down menu to select the relevant campaign.
  7. Click the Filter by Tags drop-down menu to select the relevant tags.
  8. Optionally, click the Include Archived Opps checkbox to include archived opportunities.
  9. Click Apply.
  


Click to enlarge.
Note: Clicking on the opportunities in a pipeline stage will list their names. Clicking on the opportunity names will take you to their pages in SharpSpring.
Note: To reset report filters, click 
close.png  Clear Filters.
 


Saving Sales Performance Reports

To save a configured Sales Performance report, do the following:

  1. Configure and apply report filters.
  2. Click  cog.png  Options > Save Report.
  3. In the Report Title text box, enter a name for the report.
  4. Click Save.
  


Click to enlarge.

Once saved, you can delete saved Sales Performance reports from the Sales Performance report screen. Be aware that clicking  cog.png  Options > Delete Report will immediately and irreversibly delete the saved report.


Scheduling Sales Performance Reports

Once a Sales Performance report has been configured, it can be scheduled to be sent via email. To schedule a Sales Performance report, do the following:

  1. Configure and apply report filters.
  2. Click  cog.png  Options > Save and Schedule Report.
  3. In the Report Title text box, enter a name for the report.
  4. Click Save.
  5. Ensure that the Should this schedule be enabled? toggle is set to Enabled.
  6. In the Send this report to these users or tags text box, enter the names of desired users or tagged groups.
  7. In the Email Subject text box, enter a subject line for the scheduled email.
  8. In the Email Message text box, enter the message that will be displayed in the email's body.
  9. In the Select a report to send drop-down menu, select the desired report to send with the email.
  10. In the Select a time to schedule the report section, select one of the following options:

       •   Send immediately: This option will force the
            email to send as soon as the scheduling
            is complete.

       •   Schedule for later: This option will allow
            you to send the scheduled email as many
            times as you want at a later date and time.
  11. Optionally, click the Delete schedule upon completion checkbox to delete the scheduled report after scheduling the report.
  12. Click Done.
  


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Note: If you have already saved this report, Save and Schedule Report will instead be listed as Schedule Report.
Note: By default, the Select a report to send drop-down menu will display the report you just saved.


Exporting Sales Performance Reports

Once a Sales Performance report has been configured, it can be exported as a .PDF file. To export a Sales Performance report, do the following:

  1. Configure and apply report filters.
  2. Click  cog.png  Options > Export to .PDF.
  3. In the .PDF window that appears, save the .PDF file.

Different web browsers or .PDF viewing programs have different means of saving, downloading, or printing a .PDF file. Refer to their help documentation for more information.

  


Click to enlarge.


Downloading and Printing Report Charts

To download or print the chart as an image, do the following:

  1. Configure and apply report filters.
  2. In the Sales by Month chart, click  menu.png  Menu.
  3. Select one of the following download types:

       •   Print chart
       •   Download .PNG image
       •   Download .JPEG image
       •   Download .PDF document
       •   Download .SVG vector image
  


Click to enlarge.


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