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Marketing Budget Simulation Dashboard Example

What is a Marketing Budget Simulation Dashboard?

Marketing Simulation Dashboards are considered planning and scenario analysis tools and are used by marketing and sales managers to determine the required campaign budget to satisfy the sales team’s lead funnel targets before and after final approval. Some of the main functionality in this type of simulation dashboard is that it starts with the target sales budget figure and guides the user through a simple set of drivers to arrive the marketing budget needed to support the sales target. The sliders seen on the left of the dashboards are “what-if” drivers the user can adjust. They include: Target deal size, Target win rate, Target lead conversion, Target number of leads per campaign, and Target cost per campaign. As the user adjusts each slider, all the related charts and figures automatically update. On the far right, the dashboard displays the resulting required campaign budget, and the user can click the “Open budget form” button to enter the detailed marketing budget. You find an example of this type of simulation dashboard below.

Purpose of Marketing Budget Simulation Dashboards

Companies use Marketing Budget Simulation Dashboards to make it very easy and logical for marketing executives to take a sales budget goal and break it back into a connected marketing budget. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Marketing department, an organization can improve its marketing budget accuracy, and it can reduce the chances of budget misses because the marketing department didn’t get the funding required to support the sales team’s revenue target.

Marketing Budget Simulation Dashboard Example

Here is an example of a Marketing Budget Simulation Dashboard with interactive sliders for what-if and scenario analysis to arrive at a target marketing budget.

Marketing Budget Simulation Dashboard Example n

Marketing Budget Simulation Dashboard Example

You can find hundreds of additional examples here

Who Uses This Type of Simulation Dashboard?

The typical users of this type of simulation dashboard are: Marketing executives, sales managers, budget managers.

Other Dashboards and Reports Often Used in Conjunction with Marketing Budget Simulation Dashboards

Progressive Financial Planning & Analysis (FP&A) and Marketing departments sometimes use several different Marketing Budget Simulation Dashboards, along with marketing budget input models, sales dashboards, sales reports, campaign ROI reports, CRM pipeline reports, budget summary dashboards, financial statements with trended budget figures 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 corporate performance management (CPM/EPM) solutions. Lead, campaign and pipeline data usually originates from a CRM system like Salesforce or Microsoft Dynamics 365 Customer Experience (D365 CE).

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

Return on Investment (ROI) Report Example for a Corporate Web-site

What is a Return on Investment (ROI) Report for a Web-site and Related Marketing?

Website efficiency reports are considered operational reports and are often used by marketing executives and campaign managers to analyze how well online marketing efforts are resulting in lead conversions through the corporate website. Some of the key functionality in this type of report is that it pulls web visitor data from Google Analytics, lead conversions from the company’s CRM system, and marketing expenses the ERP system. The report’s columns compare this data from the most recent rolling 12 months with the 12 months prior to that. The variance column shows the growth or decline in visitors, conversions and associated marketing costs. The “magic number” in the report is the Marketing cost per Conversion. In short, this tells executives and marketing personnel the ROI (in terms of cost per converted lead). The lower the cost is, the higher the potential financial return is to the company. The rest of the report provides graphical analysis and summary metrics regarding the web traffic itself.. You find an example of this type of report below.

Purpose of Website ROI Reports

Companies and organizations use Website ROI Reports to easily show executives the results of their web-site and online marketing efforts. When used as part of good business practices in a Marketing department, a company can improve its marketing investment priorities and as a result increase revenues. They can also reduce the chances that large amounts of web-site and online marketing money goes down the drain because nobody are paying attention to- and measuring the ROI.

Website ROI Report Example

Here is an example of a ROI Report for a website and related online marketing investments.

Return on Investment (ROI) Report Example for a Corporate Web-site

Return on Investment (ROI) Report Example for a Corporate Web-site

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, marketing managers, campaign managers, web-site managers.

Other Reports Often Used in Conjunction with Website ROI Reports

Progressive Marketing Departments sometimes use several different Website ROI Reports, along with website analytics, marketing campaign reports, marketing department profit & loss reports, marketing dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from Google Analytics as well as CRM and enterprise resource planning (ERP) systems like: Hubspot, Salesforce, Microsoft Dynamics 365 (CRM), 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

CRM User Activity Report Example

What is a CRM User Activity Report?

Customer relationship management (CRM) user activity reports are considered control and audit tools. They are often used by sales managers and CRM administrators to determine how frequently each user updates different areas of the CRM system. Some of the key functionality in this type of dashboard report is that it shows the number of leads, opportunities and accounts updated by person within a given time period (e.g. the past 4 weeks or year-to-date). The top portion of the report shows this data in charts and the bottom of the report displays all the transactions that were created or updated in the chosen time frame You find an example of this type of dashboard report below.

Purpose of User Activity Reports

Companies and organizations use User Activity Reports to make sure that all CRM users are actively using and updating the CRM system. When used as part of good business practices in a sales and marketing department, a company can improve its sales process automation analysis as well as reduce the chances that sales revenues are lost because certain users (including those that left the organization) never updated the CRM system.

User Activity Report Example

Here is an example of a CRM User Activity Report.

CRM User Activity Report Example

CRM User Activity Report Example

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 and marketing managers, CRM administrators.

Other Dashboard reports Often Used in Conjunction with User Activity Reports

Progressive sales and marketing Departments sometimes use several different User Activity Reports, along with data quality reports for leads, accounts and contacts, pipeline reports, campaign reports, 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 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

CRM Data Quality Report Example

What is a CRM Data Quality Report?

Customer relationship management (CRM) data quality reports are considered control and audit tools. They are often used by sales and marketing managers to ensure that data that is manually entered or uploaded to the CRM system is correct and consistent. Some of the key functionality in this type of control report is that it uses yellow colors to highlight fields with missing information. It is also a convenient way to find information that is wrong or incomplete. This type of report can be used for data such as leads, opportunities, contacts and accounts. The example below is showing Opportunity data and the report has many other fields than what is visible in the example. You find an example of this type of control report below.

Purpose of CRM Data Quality Reports

Companies and organizations use CRM Data Quality Reports to help ensure that their sales and marketing teams populate CRM with as complete data as possible so that analysis, dashboards and reports are as correct as possible. When used as part of good business practices in a sales and marketing department, a company can improve its decision-making in areas such as campaign effectiveness and sales pipeline analysis as well as reduce the chances that poor data quality results in bad strategies and tactics.

CRM Data Quality Report Example

Here is an example of a CRM Data Quality Report.

CRM Data Quality Report Example

CRM Data Quality Report Example

You can find hundreds of additional examples here

Who Uses This Type of Control report?

The typical users of this type of control report are: Sales and marketing managers, CRM administrators.

Other Control reports Often Used in Conjunction with CRM Data Quality Reports

Progressive sales and marketing Departments sometimes use several different CRM Data Quality Reports, along with data quality reports for leads, accounts and contacts, pipeline reports, campaign reports, 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 systems 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

Customer Segmentation and Analysis Report Example

What is a Customer Segmentation and Analysis Report?

Customer segmentation reports are considered essential tactical analysis tools and are often used by managers to optimize products, services, sales and marketing strategies. Some of the key functionality in this type of dashboard report is that it simplifies analysis by combining charts with metrics. The top of the report shows customer count by industry both as figures and as a ranked chart. The second visualization shows a ranked list of countries where customers are located. The bottom of the report (not visible in the screenshot below) lists all the individual transactions for use in drill-down analysis. The report can be filtered by parameters such as customer type and date range. You find an example of this type of dashboard report below.

Purpose of Customer Segmentation Analysis Reports

Companies and organizations use customer segmentation analysis reports to optimize the corporate decisions that is derived from deep customer analysis. When used as part of good business practices, a company can improve its competitiveness as well as reduce the chances that important decisions are not grounded in a deep understanding of existing customer segmentation.

Customer Segmentation Analysis Report Example

Here is an example of a Customer Segmentation Analysis report example.

Customer Segmentation and Analysis Report Example

Customer Segmentation and Analysis Report Example

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: Product and R&D managers, sales managers, marketing managers.

Other Dashboard reports Often Used in Conjunction with Customer segmentation analysis reports

Progressive management teams sometimes use several different customer segmentation analysis reports, along with customer dashboards, sales reports, financial statements 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

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

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