Top 20 Must Have CRM Reports
Want to get the most out of your CRM system and make smarter business decisions? This guide highlights essential CRM reports that help small and medium businesses improve sales performance, strengthen customer relationships, and increase visibility into daily operations. You will learn which reports help teams stay organized, identify opportunities, and support long term growth using CRM platforms such as Claritysoft.
Organizations that rely on data driven reporting typically see stronger sales performance and customer retention. According to Gartner, businesses that effectively use customer data are more likely to improve decision making and operational efficiency. CRM reporting helps transform customer data into actionable insights.
Manage Sales Activities
Report #1: Sales Activities by Sales Rep
Why it is important: Ever wonder what a sales rep does with his or her day? This report helps identify which sales reps are completing sales tasks and which tasks help close deals. The more active sales reps are, the more likely they will produce results. CRM tools like Claritysoft allow managers to monitor activities and improve accountability.
Report #2: Activity and Tasks by Sales Rep
Why it is important: Every sales rep has been overwhelmed at some point in time. This report provides a clear picture of each sales rep’s tasks and activities to better manage workloads. Claritysoft helps teams organize responsibilities and balance workloads efficiently.
Report #3: Sales Activities by Type
Why it is important: Determine which activities are most likely to lead to closed sales including calls, visits, emails, or meetings. Tracking activity types inside Claritysoft helps businesses identify which engagement strategies drive the best results.
Report #4: Customers Without Recent Contact
Why it is important: When businesses stop reaching out to customers, satisfaction often declines. This report helps ensure that each customer receives consistent attention. Claritysoft helps teams track communication history and maintain strong relationships.
Report #5: Leads or Prospects Not Followed Up
Why it is important: Leads, prospects, and opportunities can easily be missed without proper follow up. This report helps ensure that each contact receives appropriate follow up. Claritysoft helps sales teams track lead progress and avoid missed opportunities.
Manage Sales Pipelines
Report #6: Opportunities by Sales Stage
Why it is important: Gain a clear view of the sales pipeline and predict how many deals may close within a defined timeframe. Pipeline visibility within Claritysoft helps businesses forecast revenue and manage sales strategies.
Report #7: Opportunities by Industry or Customer Segment
Why it is important: Identify which customers and industries show the most promise and focus resources on the most profitable segments. Claritysoft allows businesses to segment customer data and target high value markets.
Report #8: Opportunities by Rep
Why it is important: Identify which sales reps may need support, coaching, or additional resources. Claritysoft provides performance insights that help managers support team success.
Report #9: Opportunities by Product
Why it is important: Identify which products generate the most success and improve future inventory planning. Claritysoft reporting helps businesses align product strategy with sales performance.
Gather Sales and Marketing Insights
Report #10: Sales by Rep
Why it is important: Identify top performing sales reps and encourage knowledge sharing across the team. Claritysoft helps track performance metrics and support team development.
Report #11: Sales or Profitability by Product
Why it is important: Identify which products contribute most to profitability. Claritysoft provides product level insights that help businesses improve financial performance.
Report #12: Sales by Lead Source
Why it is important: Identify the most successful lead sources and optimize marketing investment. Claritysoft helps track lead sources throughout the sales cycle.
Report #13: Sales and Profitability by Industry or Customer Segment
Why it is important: Identify customer segments that generate the strongest results and focus business resources accordingly. Claritysoft supports advanced segmentation and reporting.
Report #14: Win or Loss Ratios by Rep
Why it is important: Identify which sales reps are most successful at each stage of the sales process. Claritysoft helps teams analyze performance trends and improve closing rates.
Report #15: Win or Loss Ratios by Product
Why it is important: Identify which products perform best during different stages of the sales cycle. Claritysoft helps teams evaluate product success and adjust sales strategies.
Report #16: Leads, Opportunities, or Sales by Marketing Campaign
Why it is important: Analyze marketing campaign performance and determine which campaigns generate results. Claritysoft enables businesses to track campaigns from lead generation through closed sales.
Support Customers
Report #17: Support Issues or Tickets by Product
Why it is important: Identify product support trends and resolve issues efficiently. Claritysoft helps track customer service cases and product performance.
Report #18: Time to Resolution by Product or Service Rep
Why it is important: Identify opportunities to improve customer service response time and improve issue resolution. Claritysoft helps track service metrics and improve customer experience.
Report #19: Attrition by Product
Why it is important: Identify which products encourage repeat business and which require improvement. Claritysoft helps businesses monitor retention trends and improve product strategies.
Report #20: Enhancement Requests by Product or Service
Why it is important: Organize and prioritize customer requests that improve products and services and increase customer satisfaction. Claritysoft helps businesses track feedback and turn customer insights into actionable improvements.
Turn CRM Reporting Into Business Growth
CRM reporting helps businesses make better decisions, improve customer relationships, and increase sales performance. When used consistently, these reports provide valuable insights that support long term growth.
Claritysoft helps small and medium businesses track performance, monitor customer interactions, and generate meaningful CRM reports. Its flexible reporting tools help teams focus on activities that drive measurable business success.
