Default sales reports

The following sales reports are available:

This topic shows you how to use the different reports. To find more information, when you generate a report, click Help, and then click Help on This Page.

• Account Distribution Report

  Use this report to identify patterns in your top revenue-generating accounts using two charts: earned revenue and accounts count.

• Account Overview Report

  Use this report to obtain a profile of the account, contract information, and summaries of opportunities and case activities.

• Account Summary Report

  Use this report to determine historically what has occurred with an account and also what is scheduled to occur in the future.

• Activities Report

  Use this report to identify patterns in activities.

• Competitor Win Loss Report

  Use this report to compare how your sales team performs against your competitors.

• Invoices Report

  Use this report to print invoices.

• Invoice Status Report

  Use this report to view a chart that displays the number of invoices grouped by status.

• Lead Source Effectiveness Report

  Use this report to view the percentage of qualified leads, and leads that generate revenue for each lead category.

• Neglected Accounts Report

  Use this report to identify accounts that have not been contacted during a specified time period.

• Neglected Leads Report

  Use this report to identify any leads that have not been contacted during a specified time period.

• Orders Report

  Use this report to print orders.

• Products by Account Report

  Use this report to see which products are used by an account.

• Products by Contact Report

  Use this report to see which products are used by a contact.

• Progress Against Goals Report

  Use this report to view the sales progress against the primary and subordinate goals.

• Quotes Report

  Use this report to print quotes.

• Sales History Report

  Use this report to view a history of sales performance by sales representative.

• Sales Pipeline Report

  Use this report to see anticipated potential sales.

If the default reports Reports that are included in Microsoft Dynamics CRM Online. Default reports may have been customized or removed by your system administrator or system customizer. don't provide the information you need, try creating an Advanced Find search, and exporting the results to Microsoft Office Excel.

Note

This topic documents the list of default reports Reports that are included in Microsoft Dynamics CRM Online. Default reports may have been customized or removed by your system administrator or system customizer. as they were shipped. If this list differs from the reports that are available to you, contact your report administrator or system administrator for information about the customized reports.