Sales and Opportunity Report Example with Customer Metrics

What is a Sales and Opportunity Report with Customer Metrics?

Graphical reports that combine CRM opportunity pipeline data with actual sales metrics are considered sales dashboards and are often used by sales executives and sales team members to analyze what type of deals the company is doing, where and at what cost. Some of the functionality in this type of dashboard report is that it uses charts to present key sales metrics and it also (not visible in the screenshot below) lists all the transactions used in the analysis so that users can drill down to detail. Some of the answers provided by the report are: Top 20 customers that was invoiced in the period (from the ERP sales order system), Top 20 opportunities (from the CRM system), the Average deal size this year versus last year versus in the pipeline, the cost of acquiring a customer, and top markets for the won deals. You find an example of this type of dashboard report below.

Purpose of Sales and Opportunity Reports with Customer Metrics

Companies and organizations use Sales and Opportunity Reports with Customer Metrics to easily analyze customer data from various angles to find improvement opportunities. When used as part of good business practices in a Sales department, a company can improve its sales revenues and related marketing tactics as well as reduce the chances that important customer trends go undetected.

Sales and Opportunity Reports with Customer Metric Example

Here is an example of a Customer Sales and Opportunity Dashboard Report.

Sales and Opportunity Report Example with Customer Metrics

Sales and Opportunity Report Example with Customer Metrics

You can find hundreds of additional examples here

Who Uses This Type of Dashboard report?

The typical users of this type of dashboard report are: Sales managers, sales team members, marketing managers.

Other Dashboard reports Often Used in Conjunction with Sales and Opportunity Reports with Customer Metrics

Progressive Sales Departments sometimes use several different Sales and Opportunity Reports with Customer Metrics, along with sales summary reports, sales dashboards, customer acquisition reports, opportunity pipeline reports and profit & loss reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics 365 (CRM), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce, Hubspot and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Sales Order Detail Report Example

What is a Sales Order Detail Report?

Sales order detail reports are considered sales analysis- and data validation tools and are often used by sales managers and accountants to track and review sales transactions. Some of the key functionality in this type of report is that it can be filtered by period and other parameters to show the desired data. The rows are grouped and totaled by customer with each line item showing Document #, Document date, product, sales person, quantity, rate and price. The two charts on the top of the report shows sales by items ranked by amount and item by sales quantity. You find an example of this type of report below.

Purpose of Sales Order Detail Reports

Companies and organizations use Sales Order Detail Reports to analyze transactional sales data. When used as part of good business practices in sales and accounting departments, a company can improve its reconciliation of sales transactions and offer self-service reporting for team members as well as reduce the chances that end users become dependent on accountants to provide sales reports.

Sales Order Detail Report Example

Here is an example of a self-service, web-based Sales Order Detail Report.

Sales Order Detail Report Example

Sales Order Detail Report Example

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Sales managers, sales people, accountants.

Other Reports Often Used in Conjunction with Sales Order Detail Reports

Progressive sales and accounting departments sometimes use several different Sales Order Detail Reports, along with sales summary reports, sales dashboards, open and closed sales order reports, sales commission reports, opportunity pipeline reports, profit & loss reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Customer Receivables Aging by Sales Person Report Example

What is a Customer AR Aging Report by Sales Person?

AR Aging reports by sales person are considered sales analysis tools and are often used by sales executives and accountants to analyze customer payments (or lack thereof) by sales person. Some of the key functionality in this type of report is that it shows customer aging data of each sales team member. Each sales person is listed down the rows with their individual sales transactions that have payments outstanding from a customer. The rows have sub-totals by team member and a grand total. On top of the report there is a quick graphical analysis that ranks the receivables amounts by sales person. The columns shows key information such as Customer name, Amount, Invoice date, Due date, Days overdue and Amount due. You find an example of this type of report below.

Purpose of AR Aging Reports by Sales Person

Companies and organizations use AR Aging Reports by Sales Person to quickly detect if there are any anomalies with customer payments as it relates to the sales team. When used as part of good business practices in a sales or accounting department, a company can improve its liquidity and sales process as well as reduce the chances that a sales person, for example, is overpromising features or deliverables and as a result customers are not paying.

AR Aging Reports by Sales Person Example

Here is an example of a Accounts Receivable (AR)  Aging Report by Sales Person.

Customer Receivables Aging by Sales Person Report Example

Customer Receivables Aging by Sales Person Report Example

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Sales managers, accountants.

Other Reports Often Used in Conjunction with AR Aging Reports by Sales Person

Progressive sales or accounting Departments sometimes use several different AR Aging Reports by Sales Person, along with transactional sales reports, sales commission reports, opportunity pipeline reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Win Loss Dashboard Report Example by Person and Deal and Industry

What is a Win Loss Dashboard Report by Person, Deal and Industry?

Win Loss dashboard reports are considered strategic sales improvement tools and are often used by sales executives and sales team members to analyze why and where deals are won and lost. Some of the key functionality in this type of dashboard report is that it provides both graphical and transactional views of the sales data. The information analyzed is based on the deal status field on the closed opportunity transactions in the CRM system. The report slices the win loss information into three categories: 1) Won/Lost deals by size, 2) Won/Lost deals by sales person, 3) Won/lost deals by industry. Metrics include the number of deals, win/loss ratio per sales person, and the amount of revenue that was won or lost. The bottom of the report (not visible in the screenshot below) contains all the individual transactions for more in-depth drill down. You find an example of this type of dashboard report below.

Purpose of Win Loss Analysis Dashboard Reports

Companies and organizations use Win Loss Reports to understand which type of deals are won or lost and to analyze the ability of the sales team to close deals. When used as part of good business practices in a sales department, a company can improve its sales revenues and win ratio as well as reduce the chances that weak spots in products, teams or sales strategies are not quickly detected and improved upon.

Win Loss Analysis Dashboard Report Example

Here is an example of a Win Loss Report by Deal Size, Sales Person and Industry.

Win Loss Dashboard Report Example by Person and Deal Size and Industry

Win Loss Dashboard Report Example by Person and Deal Size and Industry

You can find hundreds of additional examples here

Who Uses This Type of Dashboard report?

The typical users of this type of dashboard report are: Sales managers, sales team members.

Other Dashboard reports Often Used in Conjunction with Win Loss Analysis Dashboard Reports

Progressive Sales Departments sometimes use several different Win Loss Analysis Dashboard Reports, along with pipeline funnel reports, marketing and sales KPI reports, opportunity dashboards, sales forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics 365 (CRM), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce, Hubspot and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of Estimated Revenue Per Sales Person Report

What is a Estimated Revenue Per Sales Person Report?

Sales estimate by sales person reports are considered sales and performance analysis tools and are often used by sales executives and sales team members to get quick insight into the likely revenue that will be closed by each team member for a given time period. Some of the key functionality in this type of report is that it is driven by date range parameters and other user-defined filters. The is based on Won and Open Opportunity data from the CRM system. Each sales person is listed down the rows with a grand total at the bottom. The columns show Estimated Revenue, Weighted Revenue, Actual Revenue (based on closed CRM opportunities), Number of Opportunities, and Average Estimated Revenue per Opportunity.  The traffic lights and the charts simplify the analysis process. You find an example of this type of report below.

Purpose of Estimated Revenue by Sales Person Reports

Companies and organizations use Estimated Revenue by Sales Person Reports to easily and quickly see what each person and the entire sales team are likely to sell in a given time period. When used as part of good business practices in a sales department, a company can improve its revenue forecasting as well as reduce the chances that issues with individual sales person performance and outlook goes unnoticed for longer periods.

Estimated Revenue by Sales Person Report Example

Here is an example of a Sales Estimate by Sales Person Report with graphical analysis.

Example of Estimated Revenue Per Sales Person Report

Example of Estimated Revenue Per Sales Person Report

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Sales managers, sales team members.

Other Reports Often Used in Conjunction with Estimated Revenue by Sales Person Reports

Progressive sales Departments sometimes use several different Estimated Revenue by Sales Person Reports, along with pipeline funnel reports, marketing and sales KPI reports, opportunity dashboards, win-loss reports, sales forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics 365 (CRM), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce, Hubspot and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Win Loss Analysis Report Example

What is a Win Loss Sales Analysis Report?

Win Loss reports are considered essential sales performance analysis tools and are often used by sales executives and sales team members to track the number and percent of Opportunities they land. Some of the key functionality in this type of report is that it pulls data from the company’s CRM system and uses advanced filters and groupings to provide an easy to read sales performance report. Each sales person is listed in the rows with a grand total at the bottom. If you expand a row (not visible in the screenshot below) each opportunity for the given time period will show on a separate row. The columns display statistics for Wins, Losses and Open opportunities, as well as the total number of opportunities per person. The two charts at the bottom of the report show Wins and Losses in percent and as actual metrics. You find an example of this type of report below.

Purpose of Win Loss Analysis Reports

Companies and organizations use Win Loss Analysis Reports to keep a keen eye on their ability to close sales opportunities, both as an organization and for each sales person. When used as part of good business practices in a sales department, a company can improve its win ratio and thus increase sales revenues as well as reduce the chances that poor performance goes undetected.

Win Loss Analysis Report Example

Here is an example of a Win Loss Report for Sales Opportunities.

Win Loss Sales Analysis Report Example

Win Loss Sales Analysis Report Example

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Sales managers, sales team members.

Other Reports Often Used in Conjunction with Win Loss Analysis Reports

Progressive sales Departments sometimes use several different Win Loss Analysis Reports, along with pipeline funnel reports, marketing and sales KPI reports, opportunity dashboards, sales forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics 365 (CRM), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce, Hubspot and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Opportunity Analysis by Sales Person Report Example

What is a Opportunity Analysis by Sales Person Report?

Opportunity by Sales Person reports are considered pipeline analysis tools and are often used by sales managers to review prospect details and pipeline totals for each team member. Some of the key functionality in this type of report is that it pulls data from the company’s CRM system and organizes it with easy to read KPIs. The filters in the report shows Open opportunities for a given date range and based on more than e.g. 10% probability. In the rows each sales person is listed and below each person all the opportunities are listed. The columns display essential metrics such as Estimated Close Date, Probability, Estimated Revenue, Weighted Revenue, and Days in the pipeline. The Average Days in Pipeline KPI number is a very important metric on the total row for each sales person. You find an example of this type of report below.

Purpose of Opportunity Analysis by Sales Person Reports

Companies and organizations use Opportunity Analysis by Sales Person Reports to easily and quickly view pipeline metrics by sales person and in total. When used as part of good business practices in a Sales department, a company can improve its sales forecasting and sales person pipeline analysis as well as reduce the chances that managers miss sales funnel issues that could end up hurting revenues.

Opportunity Analysis by Sales Person Report Example

Here is an example of Sales Opportunity by Sales Person analysis report.

Opportunity Analysis by Sales Person Report Example

Opportunity Analysis by Sales Person Report Example

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Sales managers, sales team members.

Other Reports Often Used in Conjunction with Opportunity Analysis by Sales Person Reports

Progressive Sales Departments sometimes use several different Opportunity Analysis by Sales Person Reports, along with pipeline funnel reports, marketing and sales KPI reports, opportunity dashboards, win-loss reports, sales forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Dynamics 365 (CRM), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce, Hubspot and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Sales Opportunity Report Example with Trend Analysis

What is a Sales Opportunity Report with Trend Analysis?

Sales opportunity trend reports are considered pipeline and sales person analysis tools. They are often used by sales managers to review how the company in total and each sales person are doing in terms of volume of opportunities received and how many of these they turn into won deals. Some of the key functionality in this type of report is that it dynamically displays opportunity metrics for the past 18 months. The top of the report shows the number of opportunities each sales person received each month and the average per person. Further down in the report (not visible in the screenshot below) there is a section for each person which shows # of opportunities received, how many were won, % win ratio and % average win ratio for the team. The latter metric provides an important benchmark for each person’s performance. The chart and the color highlighting simplifies the analytic experience of the report. You find an example of this type of report below.

Purpose of Sales Opportunity Analysis Trend Reports

Companies and organizations use Opportunity Analysis Trend Reports to easily track and benchmark each team members ability to win deals as well as the trend in the historical opportunity pipeline. When used as part of good business practices in a Sales department, a company can improve its sales team performance by coaching individuals with lower win ratios as well as reduce the chances that sales managers don’t notice important trends in total opportunity pipeline or miss individuals that are trending downwards.

Opportunity Analysis Trend Report Example

Here is an example of a Sales Opportunity Trend Analysis Report with win loss analysis (not visible in screenshot below) by person.

Sales Opportunity Report Example with Trend Analysis

Sales Opportunity Report Example with Trend Analysis

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Sales managers, sales team members.

Other Reports Often Used in Conjunction with Opportunity Analysis Trend Reports

Progressive Sales Departments sometimes use several different Opportunity Analysis Trend Reports, along with pipeline funnel reports, marketing and sales KPI reports, opportunity dashboards, win-loss reports, sales forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from CRM systems or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Dynamics 365 (CRM), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce, Hubspot and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and CRMs/ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Lead Generation and Qualification Analysis Report Example

What is a Lead Generation and Qualification Analysis Report?

Lead generation and follow-up tracking reports are considered important control and sales funnel tools and are often used by marketing and sales managers to keep an eye on the volume of incoming leads and how quickly their team are able to qualify them. Some of the key functionality in this type of report is that it brings in data from the company’s CRM system and provides transactional detail as well as summary KPIs. The report can be produced for any given date range such as the current week or month or year-to-date. Individual leads are listed in the rows while the columns contain important fields from the lead transactions. At the bottom of the report the user can see the total leads for the period as well as the average days it takes the organization to contact (typically the same as “modify”) each lead. The color coding in the “Days before Modified” column highlights leads based on how long it took for anyone to contact them. You find an example of this type of report below.

Purpose of Lead Generation and Qualification Reports

Companies and organizations use Lead Generation and Qualification Reports to quickly and easily see how many leads came in during a given date range and how long it took them to be followed up on. When used as part of good business practices in a Sales and Marketing department, a company can improve its lead qualification efficiency and sales forecasting as well as reduce the chances of lost revenues because it takes too long time to contact incoming leads.

Lead Generation and Qualification Report Example

Here is an example of Lead Generation and Qualification Analysis Report.

Lead Generation and Qualification Analysis Report Example

Lead Generation and Qualification Analysis Report Example

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Marketing managers, sales managers, sales people, lead managers.

Other Reports Often Used in Conjunction with Lead Generation and Qualification Reports

Progressive Sales and Marketing Departments sometimes use several different Lead Generation and Qualification Reports, along with pipeline funnel reports, marketing and sales KPI reports, sales and marketing dashboards, sales forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics 365 (CRM), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce, Hubspot and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Lead Management Report Example

What is a Lead Management Report?

Sales lead management reports are considered important control and sales funnel tools and are often used by marketing and sales managers to see the total lead volume and how many leads have not yet been contacted. Some of the key functionality in this type of report is that it gives managers a quick picture of lead KPIs. The rows has two main sections: The top one lists New Leads with a total and the bottom one lists Contacted Leads with a total. The example below shows that the company has 25 leads in the selected time period and 7 of these have not yet received a follow up while 18 has been contacted. The chart on the top of the report helps compare the same metrics. You find an example of this type of report below.

Purpose of Lead Management Reports

Companies and organizations use Lead Management Reports to easily track their teams’ ability to contact incoming leads, who these leads are and who owns each lead. When used as part of good business practices in a Sales and Marketing department, a company can improve its sales revenue by increasing qualification efficiency as well as reduce the chances that leads (and thus revenue) are lost because of no- or slow follow-up.

Lead Management Report Example

Here is an example of Lead Management Report.

Lead Management Report Example

Lead Management Report Example

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Marketing managers, sales managers, sales people, lead managers.

Other Reports Often Used in Conjunction with Lead Management Reports

Progressive Sales and Marketing Departments sometimes use several different Lead Management Reports, along with pipeline funnel reports, marketing and sales KPI reports, sales and marketing dashboards, sales forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics 365 (CRM), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce, Hubspot and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples