Published on February 13, 2023
Salesforce is an incredibly powerful tool that can help businesses streamline operations and improve customer service.
One of the most important features of Salesforce is its reporting capabilities. With Salesforce reporting, you can gain valuable insights into your customers and operations, and use them to make data-driven decisions.
This blog outlines the top 5 Reports every sales team needs on their Salesforce dashboard to track and monitor their activities and KPIs. Take a look!
Here are five essential Salesforce reports that can help power up your sales team:
This report provides a detailed analysis of where your leads are coming from. It can help you identify which lead sources are the most productive, so you can focus your efforts on those channels and maximize your return on investment.
A pipeline report is critical to understanding the health of your sales process. It displays each opportunity’s status and illustrates every stage of your sales process. Sales leaders can also spot pain points in their sales process and adjust their strategy accordingly.
A win/loss report provides insight into why you won or lost a deal. You can leverage this information to identify areas for improvement in your sales process and make changes that can increase your win rate.
This report provides a comprehensive overview of your sales team’s activity levels, including the number of calls, emails, and meetings they have had with prospects and customers. This information can help you identify areas where your team could be more productive, and make changes to improve their performance.
A forecast report provides a snapshot of your sales team’s expected future performance. You can use this report to make informed decisions about resource allocation, budgeting, and planning. It can also provide early warning signs of potential issues, allowing you to take corrective action before they become major problems.
Now that you know about the essential reports on your Salesforce dashboard, it’s time to comprehend how to create them.
These Reports can be created and run in Salesforce either by customizing reports available under the Reports tab or by formulating custom reports. But given the time constraints sales leaders face, they need an easy and quick fix to create reports in Salesforce.
That’s where our powerful document generation app, Docs Made Easy comes in.
Docs Made Easy helps you create outstanding reports by pulling data directly from Salesforce and also allows you to customize and download them as per your choice.
By using these five essential Salesforce reports, you can gain a better understanding of your sales process and make informed decisions that will help your team achieve their goals and drive growth for your business.
So, if you haven’t already downloaded the Docs Made Easy app, get it from Salesforce AppExchange today!
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