Must-Have CRM Reports
Top 20 Must-Have CRM Reports
Want to get the most out of your CRM system? These must-have reports will help you make sure your organization is focusing on the right products and activities to increase sales and make customers happier.
Manage Sales Activities
Report #1 – Sales Activities by Sales Rep
Why it’s important: Ever wonder what a sales rep does with his or her day? This report will help you identify which sales reps are completing sales tasks and which tasks are helping close deals. The more active sales reps are, the more likely they will produce results.
Report #2 – Activity & Tasks by Sales Rep
Why it’s important: Every sales rep has been overwhelmed at some point in time. Get a better picture of each sales rep’s tasks and activities to better manage workloads.
Report #3 – Sales Activities by Type
Why it’s important: Figure out which activities are most likely to lead to closed sales whether it’s calls, personal visits, emails or meetings.
Report #4 – Customers Without Recent Contact
Why it’s important: When you don’t reach out to customers, satisfaction plummets. Guarantee that each customer receives the care and attention he or she deserves.
Report #5 – Leads / Prospects Not Followed Up
Why it’s important: Don’t let leads, prospects or opportunities fall through the cracks – ensure that each contact receives a thorough follow-up.
Manage Sales Pipelines
Report #6 – Opportunities by Sales Stage
Why it’s important: Get an accurate view of the sales pipeline and accurately predict how many deals will close in the next month, quarter and year.
Report #7 – Opportunities by Industry / Customer Segment
Why it’s important: Identify which customers and industries hold the most promise for your organization in coming quarters / months and focus more resources on your best segments.
Report #8 – Opportunities by Rep
Why it’s important: Figure out which of your sales reps need support in coming months, whether they need coaching to improve results or resources to support sales beyond expectations.
Report #9 – Opportunities by Product
Why it’s important: Discover which of your products are most successful and accurately plan future inventory.
Gather Sales & Marketing Insights
Report #10 – Sales by Rep
Why it’s important: Figure out which of your sales reps are most successful and encourage those reps to mentor less successful reps.
Report #11 – Sales / Profitability by Product
Why it’s important: Identify which of your products is improving your organization’s bottom line.
Report #12 – Sales by Lead Source
Why it’s important: Spot your best sources for sales leads to prioritize leads and marketing dollars.
Report #13 – Sales & Profitability by Industry / Customer Segment
Why it’s important: Discover which customer segments and industries have been most successful for your organization and focus resources on your best segments.
Report #14 – Win / Loss Ratios by Rep
Why it’s important: Identify which sales reps are most successful at each stage of the sales cycle.
Report #15 – Win / Loss Ratios by Product
Why it’s important: Determine which products are most likely to produce results at any point in a sales cycle.
Report #16 – Leads / Opportunities / Sales by Marketing Campaign
Why it’s important: Analyze marketing campaign results throughout the sales cycle to determine which campaigns work and which don’t.
Support Customers
Report #17 – Support Issues / Tickets by Product
Why it’s important: Diagnose product support issues and address problems head-on.
Report #18 – Time to Resolution by Product / Service Rep
Why it’s important: Identify opportunities to improve customer service and expedite resolutions to customer complaints.
Report #19 – Attrition by Product
Why it’s important: Pinpoint which products are more likely to result in return business and which products require improvement.
Report #20 – Enhancement Requests by Product / Service
Why it’s important: Organize and prioritize requests to improve products and services and ultimately increase customer satisfaction.
