Reporting Content

CRM reporting also provides perspectives into multiple areas of business activities. The following types of reports are:

1. Sales – This is meant to track important sales benchmarks where cycles are usually long. These reports help management in understanding the performance of sales teams. The reporting provides direction of individual staff on major activities.
2. Sales Funnel – It gives a summary of sales pipeline transactions or agreements. This report assists teams in determining where to concentrate so nothing is omitted.
3. Contacts – This reporting format presents a perspective of sales contacts found in the organization’s database. It is classified according to sector, engagement level, job type, last contact date, and other points. A contact report allows sales team members to pinpoint key contacts as well as openings for contacts.
4. Revenues – It is used in monitoring business income versus targets and where the revenues came from.
5. Profitability – These reports examine revenues from the client. It is ideal for account-based marketing in generating earnings from present customers. Profitability reports include costs so the client’s real value can be assessed.
6. Sales Forecasting – The sales forecast is the most essential and difficult to formulate. The CRM tool can improve the report’s accuracy by a maximum of 40 percent. Forecasting enables businesses to effectively plan and position resources in the proper area.
7. Goal Progress – Such reports can cover a broad range of tasks including sales, marketing, and customer support. The report examines the primary metrics and how the enterprise performs against those benchmarks. These are crucial for gauging accomplishments against several goals and targets.