Measure and coach
CRM reports
Review sales activity, pipeline movement, conversion, and performance
Reports organizes CRM records and activity into a filterable performance workspace
What this workspace includes
- Report views
- Period and owner filters
- Activity and outcome summaries
- Pipeline and conversion context
Complete workflow
- 1
Choose scope and period
Set the question you need to answer
- 2
Review summary measures
Understand broad performance
- 3
Compare contributors
Inspect owners, activities, or stages
- 4
Open underlying records
Take action from the source
How records and settings behave
- Reports reflect available workspace records
- Filters determine displayed scope
- Record updates feed later reports
Working effectively
- Use stable reporting periods
- Pair activity with outcomes
- Document definitions for recurring reports
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with CRM reports?
Set the question you need to answer
When is my work saved?
Reports reflect available workspace records
How do I confirm the result?
Return to the related list or detail view and review its current status. Record updates feed later reports