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

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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