The following sales reports are available:
This topic shows you how to use the different reports. You also can find more information when you generate a report, click Help, and then click Help on This Page.
Use this report to identify patterns in your top revenue-generating accounts. The report displays two charts. The earned revenue chart displays a chart of the earned revenue grouped by a market facet, such as product, territory, or industry. The accounts count chart, displays the amount of earned revenue using the same grouping as the earned revenue chart.
Use this report to obtain a one-page overview of everything occurring with an account. The report displays a profile of the account, contact information, and summaries of opportunities and case activities.
Use this report to determine historically what has occurred with an account. This report also displays what is scheduled to occur in the future. The report displays a chronological summary for an account, including sales and service activities, notes, and records.
Use this report to identify patterns in activities. Activities can be grouped by owner or activity type, or by the record the activity is regarding.
Use this report to compare how your sales team performs against your competitors. The report displays a list of competitors, with data on open, closed, won, and lost opportunities for each.
Use this report to print invoices.
Use this report to view your accounts receivable. The chart displays invoices grouped by status.
Use this report to compare how effective your lead sources are at generating quality opportunities. The report lists the percentage of qualified leads, and leads that generate revenue for each lead category.
Use this report to identify any leads that have not been contacted. The report displays a chart of leads that have had no associated activities or notes during a specified time period.
Use this report to print orders.
Use this report to print quotes.
Use this report to see anticipated potential sales. The report displays a chart of potential sales grouped by user, sales territory, customer territory, date, products, rating, or sales stage.
Use this report to view a history of sales performance by sales representative. The report displays a chart of both lost and earned revenue.
Use this report to identify accounts that have not been contacted recently. The report displays a chart with accounts that have had no activities completed in a specified number of days.
Use this report to see which products are used by an account. For each account, the report lists the associated products.
Use this report to see which products are used by a contact. For each contact, the report lists the associated products.
If the default reports don't provide the information you need, try creating an Advanced Find search, and exporting the results to Microsoft Office Excel.
This topic documents the list of default reports 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.