Reports
CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In CRM, standard reports are provided in various modules, which can be either used as it is or customized further as per your business requirements.
Availability
Profile Permission Required: Users with the Reports & Dashboard permissions can access this feature.
List of Some of the Standard Reports
| Report Name | Description |
| Account and Contact Reports | |
| Contact Mailing List | List of contact address details. |
| Key Accounts | Accounts that give you more sales revenue. |
| Accounts by Industry | Accounts from various industries. |
| Potential Reports | |
| Pipeline by Stage | Potentials by their stage. |
| Potentials Closing by this Month | Potentials that are closing during the current month. |
| Sales Person's Performance Report | Potentials gained by each sales person. |
| Lost Potentials | Potentials that are lost. |
| Potentials by Type | Potentials by their type. |
| Open Potentials | Potentials that are pending. |
| Pipeline by Probability | Pipeline of the potentials by their probability. |
| Sales By Lead Source | Sales from various lead sources. |
| This Month Sales | Sales that has happen during current month. |
| Today's Sales | Sales that has happen today. |
| Stage Vs Potential Type Report | Sales vs potentials report |
| Lead Reports | |
| Leads By Source | Leads from various sources. |
| Leads By Status | Leads and their status. |
| Today's Leads | Leads that are created today. |
| Leads by Ownership | Leads and the corresponding owners. |
| Converted Leads | Leads that are converted into Account / Potential / Contact. |
| Leads by Industry | Leads from various vertical industries. |
| Activity Reports | |
| Tasks and Events Report | List of all the tasks and events. |
| Today's Calls | List of current day's inbound and outbound calls. |
| Call Status Report | Lists the calls and their status. |
| Campaign Reports | |
| Campaigns Revenue Report | Revenue generated from the campaign. |
| Campaign Leads | Leads that are generated through the campaign. |
| Case & Solution Reports | |
| Popular Solutions | Number of comments for solutions. |
| Cases By Origin | Cases based upon their origin. |
| Cases By Status | Cases based upon their status. |
| Cases By Priority | Cases based upon their priorities. |
| Cases By Comments | Cases with the number of comments count. |
| Sales Forecast Reports | |
| Quarterly Forecast Summary | Quarterly forecasts that includes committed amounts, best-case amounts, and pipeline by quarter. |
| Forecast History Report | Life cycle of the forecast. |
| Product Reports | |
| Products by Category | Products based upon their category. |
| Products by Support Termination date | Products list whose support discontinued during the current month. |
| Products by Cases | Products and with the list of cases associated with the products. |
| Vendor Reports | |
| Amount by Vendors | Vendors based on the amount |
| Vendors Vs Purchases | Vendors based on the purchases made from the vendors. |
| Quote Reports | |
| Quotes by Accounts | Quotes based on accounts. |
| Quotes by Stage | Quotes based on their stages. |
| Sales Order Reports | |
| Sales Orders by Accounts | Sales orders based on accounts. |
| Sales Orders by Status | Sales orders based on their status. |
| Sales Orders by Owner | Sales orders based on their owners. |
| Purchase Order Reports | |
| Contacts Vs Purchases | Contacts based on purchases. |
| Purchase Orders by Status | Purchase orders based on their status. |
| Invoice Reports | |
| Invoices by Accounts | Invoices based on their accounts. |
| Invoices by Status | Invoices based on their status. |
| Sales Mertic Reports | |
| Lead Conversion across Industries | Average number of days taken for the Lead to be converted from various industries for the past 6 months |
| Lead Conversion across Owners | Average number of days taken by owners to convert the Lead for the past 6 months |
| Lead Conversion across Sources | Average number of days taken for the Lead to be converted from various sources in the past 6 months |
| Lead Conversion Count across Owners | Total number of Lead converted by various owners for the past 6 months |
| Overall Sales Duration across Lead Sources | Average number of days taken for the Lead to win as Potential from various Lead sources |
| Overall Sales Duration across Potential Type | Average number of days taken for the Lead to win as Potential of different type |
| Sales Cycle Duration across Lead Sources | Average number of days taken for the Potential from various lead sources to win |
| Sales Cycle Duration across Owners | Average number of days taken by the owner to win their Potential |
| Sales Cycle Duration across Potential Type | Average number of days taken for the Potential of different types to win |
| Territory Reports (only if you enable territory management feature) | |
| Overall Sales Cycle Duration among territories | Overall Sales Cycle Duration among territories - summary |
| Performance by Sales Persons across territories | Performance by Sales Persons across territories |
| Pipeline Potentials among Territories - Matrix | Potentials in pipeline based on territories matrix report. |
| Revenue By Territories - Last 6 Months | Revenue by territories for the past 6 months. |
| Revenue By Territories - Summary | Summary of Revenue by territories for dashboard. |
| Revenue Channels among Territories | Revenue Channels among Territories - Summary Report. |
| Sales Cycle Duration across Territories | Time take for the potentials to close acorss various territories |
| Star performers across territories | Sales persons who achieved their targets |
| Target Achieved among territories | Target achieved among territories for this FY. These do not include sub territories targets. |
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