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.
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
- View 100’s of reporting, consolidations, planning, budgeting, forecasting and dashboard examples here
- See how reports are designed in a modern report writer using a cloud-connected Excel add-in writer
- Discover how the Solver CPM solution delivers financial and operational reporting
- Discover how the Solver CPM solution delivers planning, budgeting and forecasting
- Watch demo videos of reporting, planning and dashboards