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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

Marketing Campaign Profitability Report Example

What is a Marketing Campaign Profitability Report?

Campaign profitability reports are considered financial and marketing analysis tools and are often used by marketing executives to understand how profitable (or not!) their marketing activities are. Some of the key functionality in this type of report is that it combines data from the company’s CRM system and ERP system to calculate the gross margin contribution of each campaign. The user can select a campaign and then run the report. On the top it shows the cost of the campaign, then it shows how many leads it drove and how many opportunities and won deals this resulted in. Then it brings in the estimated sales amount (from closing a deal in the CRM system) and the actual sales amount (recorded in the ERP system). These figures are then used to calculate the Gross Margin amount and percent as well as the return on investment (ROI). The bottom of the report (not visible in the screenshot below) includes drill down to lead/opportunity and sales transactions. You find an example of this type of report below.

Purpose of Campaign Profitability Reports

Companies and organizations use Campaign Profitability Reports to automatically see the actual profitability of their marketing activities. When used as part of good business practices in a Marketing department, a company can improve its sales and control expenses by intelligently choosing the marketing campaigns with the best gross margins as well as reduce the chances that money is repetitively wasted on poor marketing activities.

Campaign Profitability Report Example

Here is an example of Marketing Campaign Profitability Report.

Marketing Campaign Profitability Report Example

Marketing Campaign Profitability 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 executives and campaign managers.

Other Reports Often Used in Conjunction with Campaign Profitability Reports

Progressive Marketing Departments sometimes use several different Campaign Profitability Reports, along with marketing department profit & loss statements, overhead allocation reports, marketing simulation models, marketing dashboards, marketing budgets 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

Marketing Campaign Analysis Report Example

What is a Marketing Campaign Analysis Report?

Campaign analysis reports are considered essential marketing analytics tools and are often used by marketing executives and campaign managers to compare lead metrics and cost across their campaigns. Some of the key functionality in this type of report is that it provides filters so the user can see only the campaigns and time period they are interested in. The resulting campaigns are listed down the rows and across the columns you see lead and cost KPIs like: Total # of leads, Disqualified leads, Open leads, Qualified leads, Budgeted campaign cost, Cost per qualified lead. The last column shows how each campaign compares to the AVERAGE lead cost of all the campaigns. The data typically originates from a CRM system. You find an example of this type of report below.

Purpose of Campaign Analysis Reports

Companies and organizations use Campaign Analysis Reports to easily benchmark campaigns against each other to see which ones produces the best result compared to the investment. When used as part of good business practices in a Marketing department, a company can improve its revenues by investing in the best possible campaigns as well as reduce the chances that money and marketing budgets are wasted on poor performing campaigns.

Campaign Analysis Report Example

Here is an example of a modern and automated Campaign Analysis Report that provides essential KPIs and benchmarking.

Marketing Campaign Analysis Report Example

Marketing Campaign 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, budget users, sales executives.

Other Reports Often Used in Conjunction with Campaign Analysis Reports

Progressive Marketing Departments sometimes use several different Campaign Analysis Reports, along with pipeline reports, campaign dashboards, marketing simulation dashboards, marketing budget models, lead and opportunity 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 AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Dynamics 365 (CRM), Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce 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

Top Sales Opportunities KPI Report Example

What is a Top Sales Opportunities KPI Report?

Top opportunity reports are considered pipeline analysis tools and are often used by sales managers and account executives to get a snapshot of the top deals that the sales team is working on. Some of the key functionality in this type of report is that it provides a ranked lists of the top (here: Top 50) active opportunities. The prospects are listed down the rows and the columns show key information like estimated revenue, close date, probability, last updated date, days in pipeline and sales person. In green on the top of the report the opportunities are automatically counted and put into Small, Medium and Large categories. The bottom of the report has totals for the two revenue columns. You find an example of this type of report below.

Purpose of Top Opportunities Reports

Companies use Top Opportunities Reports to put attention to their most important deals and also to, at any time, get an estimate of the potential revenue from their best opportunities. When used as part of good business practices in a Sales Department, a company can improve its ability to track and support its top opportunities and thus improve forecasting and increase sales as well as reduce the chances that deals are lost due to lack of pipeline visibility.

Top Opportunities Report Example

Here is an example of a Top 50 Opportunity Report with KPIs.

Top Sales Opportunities KPI Report Example

Top Sales Opportunities KPI 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, account executives.

Other Reports Often Used in Conjunction with Top Opportunities Reports

Progressive Sales Department Departments sometimes use several different Top Opportunities Reports, along with detailed lead and opportunity reports, win-loss reports, CRM dashboards, sales dashboards, sales 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 AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Dynamics 365 (CRM), Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce 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

Website Efficiency Report Example

What is a Website Efficiency Report?

Website efficiency reports are considered web analytics tools and are often used by marketing executives to determine the cost per website vistor that converts into a lead. Some of the key functionality in this type of report is that it uses data from e.g. Google Analytics and combines it with expense data from the company’s ERP system. On the top of the report, it displays the number of unique website visitors for the past 12 months compared with the 12 months prior to that. In other words, based on the month the user runs the report for, it uses a rolling twelve month functionality to produce these figures. The second row from the top shows the number of people that filled out a form on the web-site. These are referred to as “conversions”. And, the key metric is the third row where it takes the web-site marketing expenses for the same 12 month period and divides it by the number of conversions. In other words, this helps a marketing manager to see how well the investments in search engine optimization (SEO) and other web-site related expenses are providing a return on investment (ROI) as it relates to lead generation for the sales team. The bottom of the report (not seen in the image below) provides other popular web metrics like top referral sites, vistors by country, etc.. You find an example of this type of report below.

Purpose of Website Analytics Reports

Companies and organizations use Website Analytics Reports to decide how much money and time to allocate to website-related activities based on the ROI it provides in terms of leads and potential sales. When used as part of good business practices in a Marketing department, a company can improve its sales by showing executives the ROI on web-site investments and thus help budget requests and improve marketing decisions. This also helps reduce the chances that lack of web-site ROI information results in sub-optimized marketing and funding decisions and ultimately reduces sales.

Website Analytics Report Example

Here is an example of Web-site Efficiency Report that highlights top website and marketing expense metrics.

Website Efficiency Report Example

Website Efficiency 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 and Sales Executives.

Other Reports Often Used in Conjunction with Website Analytics Reports

Progressive Marketing Departments sometimes use several different Website Analytics Reports, along with campaign analysis reports, annual marketing expense budgets, sales funnel analytics, marketing dashboards 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

Marketing Campaign Report Example with Cost and ROI Analysis

What is a Marketing Campaign Report with Cost and ROI Analysis?

Marketing campaign cost and return on investment (ROI) reports are considered essential marketing analytics tools and are often used by marketing executives and campaign managers to review the cost and performance of campaigns over a selected date range. Some of the key functionality in this type of report is that it provides filters where the user can select all- or specific campaigns for a given time period and see key performance metrics. KPIs include cost, expected revenue and ROI per campaign. Traffic lights and charts makes it easy for the user to see top and bottom performing campaigns. You find an example of this type of report below.

Purpose of Marketing Campaign ROI Reports

Companies and organizations use Marketing Campaign ROI Reports to easily determine which campaigns to keep investing in and which ones to discontinue. When used as part of good business practices in a Marketing department, a company can improve its ability to attract customers and thus help drive sales for the lowest cost per opportunity as well as reduce the chances that money is wasted on money-losing or low ROI marketing campaigns.

Marketing Campaign ROI Report Example

Here is an example of Marketing Campaign ROI Report to analyze cost and estimated return per campaign.

Marketing Campaign Report Example with Cost and ROI Analysis

Marketing Campaign Report Example with Cost and ROI Analysis

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, budget managers, sales executives.

Other Reports Often Used in Conjunction with Marketing Campaign ROI Reports

Progressive Marketing Departments sometimes use several different Marketing Campaign ROI Reports, along with pipeline reports, campaign dashboards, marketing simulation dashboards, marketing budget models, lead and opportunity 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

Example of a Recurring Revenue Forecast Model for a Technology Company

What is a Recurring Revenue Forecast Model?

Recurring revenue forecast models are considered planning and analysis tools and are often used by sales executives and budgeting managers to estimate key subscription-related drivers for the current- and next year. Some of the key functionality in this type of model is that it can both be used to create forecasts and budgets, and it can be used for what-if modelling without storing the resulting data. The example below is driver-based where the user enters beginning customer count, churn, new customers, new ARR and ARR expansion in the yellow cells on the top. The model then automatically calculates all the rows below both for the current year and next year. The resulting metrics includes net customer count, renewal statistics, ARR, MRR and other statistics. You find an example of this type of input model below.

Purpose of Recurring Revenue Forecast Models

Companies use Recurring Revenue Forecast Models to enable managers to quickly analyze future potential revenues and related subscription metrics. When used as part of good business practices in a sales or FP&A department, a company can improve its revenue-related planning activities, from hiring to cash flow estimates as well as reduce the chances that managers make sub-optimal decisions due to lack of visibility into future subscription metrics.

Recurring Revenue Forecast Model Example

Here is an example of a Recurring Revenue Forecast Model for a Technology Company.

Example of a Recurring Revenue Forecast Model for a Technology Company

Example of a Recurring Revenue Forecast Model for a Technology Company

You can find hundreds of additional examples here

Who Uses This Type of Input model?

The typical users of this type of input model are: CFOs, sales executives, budget managers.

Other Input models Often Used in Conjunction with Recurring Revenue Forecast Models

Progressive sales or FP&A Departments sometimes use several different Recurring Revenue Forecast Models, along with detailed subscription reports, recurring revenue dashboards, budget models, profit & loss and cash flow 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

Helpdesk Service Goals and Call Volume Forecast Example

What is a Helpdesk Service Goals and Call Volume Forecast?

Hepdesk Service and Call Volume forecasts are considered planning tools and are often used by helpdesk/support managers to review past productivity per helpdesk agent and use it to forecast future call metrics. Some of the key functionality in this type of planning template is that it provides historical call metrics by support person, both for the prior month and the same month last year. Then the total call volume forecast for next month is entered in the yellow column seen in the example below. Using the drivers entered on the top left side, the model then automatically calculates Abandoned calls, Answered Calls, Spam Calls and Real Calls.. You find an example of this type of planning template below.

Purpose of Helpdesk Service Goals and Call Volume Forecast models

Companies use Helpdesk Service Goals and Call Volume Forecast models to create individual productivity forecasts by support team member. When used as part of good business practices in a Helpdesk department, a company can improve its planning accuracy and enable better staffing strategies as well as reduce the chances that poor individual performance goes undected and that this lowers productivity forecasts without proper analysis.

Helpdesk Service Goals and Call Volume Forecast model Example

Here is an example of a web-based Helpdesk Service Goals and Call Volume Forecast input form.

Helpdesk Service Goals and Call Volume Forecast Example

Helpdesk Service Goals and Call Volume Forecast Example

You can find hundreds of additional examples here

Who Uses This Type of Planning template?

The typical users of this type of planning template are: Helpdesk Managers, Budget Managers.

Other Planning templates Often Used in Conjunction with Helpdesk Service Goals and Call Volume Forecast models

Progressive Helpdesk Departments sometimes use several different Helpdesk Service Goals and Call Volume Forecast models, along with helpdesk dashboards, support ticket reports, expense and revenue budgets/forecasts 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