Skip to content

Run the sales reports

Run a report on your funnel, pipeline, wins and losses, lead sources, activity, campaign return or quota progress. At the end, you have a file you can share. A report takes about 2 minutes.

Before you start

  • You have access to the CRM reports. If you do not, ask your admin.
  • Sales reports is not listed in the CRM panel. You open it from the search box.

Steps

Open Sales reports

  1. Press Ctrl K (⌘K on a Mac), or click the search box at the top.
  2. Type Sales reports.
  3. Select Sales reports. The screen opens.

Pick a report

  1. Click one of the 7 reports:
    • Sales Funnel
    • Pipeline Value
    • Win / Loss
    • Lead Sources
    • Activity Productivity
    • Campaign ROI
    • Forecast vs Quota
  2. Wait for the report to load.

Choose the period

  1. Click the date range button.
  2. Pick the period you want. The report reloads.

If the report says Nothing in this period, widen the date range.

Download the report

  1. Click Export Excel for a spreadsheet.
  2. Or click Export PDF for a document you can print or send.

Check the commerce strip

  1. At the top of Sales reports, find the Commerce Leads strip.
  2. Click it to open abandoned carts. See Recover abandoned carts with Commerce leads.

Troubleshooting

Issue Cause Fix
Sales reports does not appear in the search Your role has no access to CRM reports. Ask your admin.
Nothing in this period No data falls in the date range. Widen the date range.
Forecast vs Quota shows the whole team The report cannot filter by owner yet. Compare with Won by owner on the Dashboard.