Sales Team Reports

Articles

Track Sales Rep Activity
You can monitor day to day sales team activity through the Call History Summary or Call Log reports ( CRM > Reports > Sales .) Call History Summary The call history summary report  lists the number of phone call tasks that an individu...
Evaluate Sales Rep Effectiveness
There are several Sales Reports ( CRM > Reports > Sales )  that will help you evaluate sales rep effectiveness by individual or  team. You can use these reports to educate and strengthen your sales  team and see who is best at i...
Sales Team Revenue Reports
There are several sales reports (CRM > Reports > Sales) that will help you see how much revenue your direct sales team has generated and forecast future revenue. The revenue reports are based on the value of the product interests recorded in o...
Evaluate Lead Flow And Pipeline Effectiveness
There are several Sales Reports ( CRM > Reports > Sales )  that will help you evaluate the flow of incoming leads and their  movement through your sales pipeline. You can use these reports to work  with marketing to manage and i...
Track Opportunity Win And Loss
Tracking the reasons prospects do or do not buy from you will help you refine your sales and marketing strategy. It will enable you to proactively address common objections (loss reasons) and reinforce your strengths (win reasons) throughout the lea...