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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

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.

Automate your financial analysis and reporting

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)

Automate your financial analysis and reporting

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

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

Marketing Campaign Budget Template Example

What is a Marketing Campaign Budget Template?

Marketing Budget models are considered to be a key component of an annual budget and are used by marketing managers to estimate expenses and marketing campaign schedules. A key functionality in this type of budget input form allows the user to view the historical spend and input the total estimated cost per campaign, which is then spread across the applicable months. Adjustments can then be applied and the final total campaign budget measured against a goal or a limit provided by management. You will find an example of this type of budget input form below.

Purpose of Marketing Campaign Budgets

Companies and organizations use Marketing Campaign Budgets to get a detailed view of this, often very significant, category of marketing expenditures. When used as part of good business practices in a Marketing Department, a company can improve its foundation for approval and prioritization of marketing investments as well as reduce the risk that it over- or under-spends on marketing.

Marketing Campaign Budget Example

Here is an example of a detailed Marketing Campaign Budget Input Template with various automation features, including the ability to look at the historical spend on multi-year campaigns.

Marketing Campaign Budget Template Example

Marketing Campaign Budget Template Example

You can find hundreds of additional examples here.

Who Uses This Type of Budget Input Form?

The typical users of this type of budget input form are: Marketing Executives, Sales Executives and Budget Managers.

Other Budget Input Forms Often Used in Conjunction with Marketing Campaign Budgets

Progressive Marketing Departments sometimes use several different Marketing Campaign Budgets, along with budget templates for sales, P&L, payroll 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, 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