Salesforce Reports are great for understanding the data you have in Salesforce. But there are so many possible things to report on that it can be challenging to know where to begin! With our Salesforce Reports ideas, you can start to understand the capabilities of the powerful reporting abilities in Salesforce. Once you start using these Salesforce Reports ideas, you can use these data sets to create new sales and marketing ideas, targeting the areas that need it most.
We’ve created a list of the most common Salesforce Reports ideas, grouped by type of role to help you get started.
The Salesforce Reports that follow are suggestions to get you thinking about what data can be beneficial to you. You may already have some of these and some may not apply to your business processes but surely, one or two of these will be relevant to your business and bring you closer to reporting nirvana.
This blog post covers Salesforce Reports ideas for Sales Executives and Sales Managers. If you need help creating any of these reports we can help you under our Salesforce Administration service.
Salesforce Reports for Sales Executives:
- Closed Sales by Quarter/Month for This Year Against Quota
- Closed Sales by Quarter/Month for Last Year Against Quota
- Closed Sales by Region/Department/Territory for This Year Against Quota
- Closed Sales by Region/Department/Territory for Last Year Against Quota
- Pipeline (open sales) by Stage for the current Quarter Against Quota
- Pipeline for the Current Quarter/Month by Region/Department/Territory Against Quota
Salesforce Reports for Sales Managers:
- My Team’s Closed Sales by Quarter for This Year by Sales Rep Against Quota
- My Team’s Pipeline by Sales Rep for the Current Quarter Against Quota
- My Team’s Won Vs. Lost for the Current Year
- My Team’s Open Activities by Sales Rep for the Current Month
- My Team’s Stuck Opportunities by Sales Rep
- My Team’s Neglected Opportunities by Sales Rep
Would you like more Salesforce Reports ideas?