Sales Reporting in Microsoft CRM
Since CRM systems first came onto the market back in the early 1990’s one of the most common users have been sales people and sales managers and they rely heavily on the sales automation features found in CRM. As most sales departments are target driven it is important to have a reporting framework available in Microsoft CRM to be able to manage and track all metrics within the sales part of the business.
Microsoft CRM has pre built into the system some of the most useful sales reports that sales people and sales managers would require, these are the sales reports built into the system to help sales people successfully report in their day to day business.
Account Distribution Report
Use this report to identify patterns in your top revenue-generating accounts using two charts. The earned revenue chart displays the earned revenue grouped by a market facet, such as product, territory, or industry. The accounts count chart displays the amount of earned revenue using the same grouping as the earned revenue chart.
Account Overview Report
Use this report to obtain a one-page overview of everything occurring with an account. The report displays a profile of the account, contact information, and summaries of opportunities and case activities.
Account Summary Report
Use this report to determine historically what has occurred with an account. This report also displays what is scheduled to occur in the future. The report displays a chronological summary for an account, including sales and service activities, notes, and records.
Activities Report
Use this report to identify patterns in activities. Activities can be grouped by owner or activity type, or by the record the activity is regarding.
Competitor Win Loss Report
Use this report to compare how your sales team performs against your competitors. The report displays a list of competitors, with data on open, closed, won, and lost opportunities for each.
Invoices Report
Use this report to print invoices.
Invoice Status Report
Use this report to view your accounts receivable. The chart displays the number of invoices grouped by status with the total amount of invoices in each status.
Lead Source Effectiveness Report
Use this report to compare how effective your lead sources are at generating quality opportunities. The report lists the percentage of qualified leads, and leads that generate revenue for each lead category.
Neglected Accounts Report
Use this report to identify accounts that have not been contacted recently. The report displays a chart with accounts that have had no activities completed in a specified number of days.
Neglected Leads Report
Use this report to identify any leads that have not been contacted. The report displays a chart of leads that have had no associated activities or notes during a specified time period.
Orders Report
Use this report to print orders.
Products by Account Report
Use this report to see which products are used by an account. For each account, the report lists the associated products.
Products by Contact Report
Use this report to see which products are used by a contact. For each contact, the report lists the associated products.
Progress Against Goals Report
Use this report to view the sales progress against the primary and subordinate goals. This report displays a chart with the target values and the actual values of the goals.
Quotes Report
Use this report to print quotes.
Sales History Report
Use this report in Microsoft CRM to view a history of sales performance by sales representative. The report displays a chart of both lost and earned revenue. The report uses data only from the closed opportunities, and calculates the earned revenue from Won opportunities and the lost revenue from the lost opportunities.
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