{"id":14191,"date":"2022-01-27T10:00:38","date_gmt":"2022-01-27T07:00:38","guid":{"rendered":"https:\/\/snov.io\/blog\/?p=14191"},"modified":"2024-06-18T22:01:12","modified_gmt":"2024-06-18T19:01:12","slug":"crm-reports","status":"publish","type":"post","link":"https:\/\/snov.io\/blog\/crm-reports\/","title":{"rendered":"10 Essential CRM Reports For Driving Sales"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">All businesses need a CRM, yet not all can implement it successfully.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">One of the key factors that differ a company that is able to drive sales from the one that struggles is how they use CRM analytics. The latter is crucial for understanding what your customers are doing, where they are coming from, and how they interact with your brand or product.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This article will outline 10 essential CRM reports to help you determine how successful your business really is.<\/span><\/p>\n<div class=\"table-of-contents\">\n<p class=\"table-of-contents__title\">Outline:<\/p>\n<ul>\n<li><strong><a href=\"#what\">What is CRM reporting?<\/a><\/strong><\/li>\n<li><strong><a href=\"#how\">How can CRM reporting help your business?<\/a><\/strong><\/li>\n<li><strong><a href=\"#reports\">Top 10 CRM sales reports for your business<\/a><\/strong><\/li>\n<\/ul>\n<\/div>\n<h2 id=\"what\"><span style=\"font-weight: 400;\">What is CRM reporting?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\"><strong>CRM reports<\/strong>, essential for businesses, analyze the sales pipeline. They detail the number, potential value, and projected closure dates of sales opportunities. This clear snapshot of sales activities aids strategic decision-making, enabling businesses to set realistic goals and track progress. CRM reports thus provide critical insights for effective customer relationship management.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">CRM reporting includes loads of data for the analysis of business <\/span><b>campaign effectiveness. <\/b><span style=\"font-weight: 400;\">We&#8217;ll break it down into three main categories:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales reports that help analyze pipeline performance.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Marketing reports that allow evaluating marketing campaign strategies.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customer data reports that aim at providing insights into profitable customers.<\/span><\/li>\n<\/ul>\n<h2 id=\"how\"><span style=\"font-weight: 400;\">How can CRM reporting help your business?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Did you know that businesses that use <a href=\"https:\/\/www.vcita.com\/software\/crm-software\" target=\"_blank\" rel=\"noopener\">CRM software<\/a> see <\/span><b>sales increase <\/b><span style=\"font-weight: 400;\">by <\/span><span style=\"font-weight: 400;\">29%<\/span><span style=\"font-weight: 400;\">,<\/span><b> sales productivity increase<\/b><span style=\"font-weight: 400;\"> by 34%, and <\/span><b>sales forecast accuracy increase<\/b><span style=\"font-weight: 400;\"> by 42%? <\/span><\/p>\n<p><span style=\"font-weight: 400;\">One of the reasons why CRM brings such results is CRM reporting, owing to which you can track your company goals, find problems, and come up with effective solutions, which will result in your steady business growth.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-14203\" src=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/2\u0430-2.png\" alt=\"Sales CRM Benefits\" width=\"550\" height=\"1946\" srcset=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/2\u0430-2.png 574w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/2\u0430-2-85x300.png 85w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/2\u0430-2-289x1024.png 289w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/2\u0430-2-434x1536.png 434w\" sizes=\"(max-width: 550px) 100vw, 550px\" \/><\/p>\n<p><a href=\"https:\/\/www.zendesk.com\/blog\/34-powerful-crm-reports-you-should-be-using\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">CRM reports<\/span><\/a><span style=\"font-weight: 400;\"> allow you to analyze your customer behavior trends and patterns over time. This way, you can better understand how effective your sales and marketing campaigns are. <\/span><span style=\"font-weight: 400;\">In particular, CRM reports help you:<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Find any missing data points that may result in adverse business outcomes.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Conduct sales performance tracking. Namely, they help you identify which sales reps are reaching potential clients and how many opportunities they&#8217;re passing up because of missing data.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Monitor sales pipeline, identify trends, analyze customer segments, and much more.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Another significant advantage of CRM reporting is that it helps you never miss out on any of your customers, hence improving your customer retention.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Apart from benefits to the whole business, CRM reporting brings value to all roles within your company. For example:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">A <\/span><b>sales representative<\/b><span style=\"font-weight: 400;\"> can access their performance data and improve pipeline management by focusing efforts on the most problematic stages.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">A <\/span><b>sales manager<\/b><span style=\"font-weight: 400;\"> can track the performance of their team and elaborate on effective <\/span><a href=\"https:\/\/snov.io\/glossary\/sales-coaching\/\"><span style=\"font-weight: 400;\">sales coaching<\/span><\/a><span style=\"font-weight: 400;\"> techniques to improve the performance of each sales professional.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">An <\/span><b>executive<\/b><span style=\"font-weight: 400;\"> can analyze the reporting data to see whether the strategy they\u2019ve chosen is right for their business reality.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">An <\/span><b>investor<\/b><span style=\"font-weight: 400;\"> can see whether putting their money was the right decision or whether the business has potential to pay off.\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">CRM reports, once being set up correctly, empower your company with <\/span><b>actionable data,<\/b><span style=\"font-weight: 400;\"> so you can take steps towards achieving your goals, decreasing operating costs, and increasing profitability.\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/app.snov.io\/register?lang=en&amp;signup_source=blog&amp;signup_page=snov.io%2Fblog%2Fcrm-reports&amp;cta_type=banner&amp;_gl=1%2a1q2dvfw%2a_ga%2aNTk2MDQyMzQwLjE2OTUzNzQ4ODU.%2a_ga_BNRTCNFP5Y%2aMTcxMzc3MDE1Ni43Ni4xLjE3MTM3ODc2MzQuMTYuMC4w%2a_ga_TKFKTRN012%2aMTcxMzc4NTk4NS4yMjcuMS4xNzEzNzg3NjM0LjAuMC4w\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-26654\" src=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2021\/06\/crm.jpg\" alt=\"Snov.io CRM banner\" width=\"746\" height=\"188\" srcset=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2021\/06\/crm.jpg 1500w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2021\/06\/crm-300x76.jpg 300w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2021\/06\/crm-1024x259.jpg 1024w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2021\/06\/crm-768x194.jpg 768w\" sizes=\"(max-width: 746px) 100vw, 746px\" \/><\/a><\/p>\n<h2 id=\"reports\"><span style=\"font-weight: 400;\">Top 10 CRM sales reports for your business<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Now that you understand what CRM reporting is, let&#8217;s look at the list of reports to consider for driving sales in your company.<\/span><\/p>\n<p><strong>Top 10 CRM reports your business needs:<\/strong><\/p>\n<ol>\n<li><a href=\"#report_1\">Sales funnel report<\/a><\/li>\n<li><a href=\"#report_10\">Contacts report<\/a><\/li>\n<li><a href=\"#report_2\">Profitability report<\/a><\/li>\n<li><a href=\"#report_3\">Activity report<\/a><\/li>\n<li><a href=\"#report_4\">Top-performing products report<\/a><\/li>\n<li><a href=\"#report_5\">Campaign performance report<\/a><\/li>\n<li><a href=\"#report_6\">Sales forecast report<\/a><\/li>\n<li><a href=\"#report_7\">Win-loss sales report<\/a><\/li>\n<li><a href=\"#report_8\">Lead source report<\/a><\/li>\n<li><a href=\"#report_9\">Goal progress report<\/a><\/li>\n<\/ol>\n<h3 id=\"report_1\"><span style=\"font-weight: 400;\">1. Sales funnel report<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When it comes to converting leads, the sales process often takes a unique course. No two businesses operate within the same context, so your marketing managers and sales representatives need to understand your lead&#8217;s journey well enough.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A clear, well-defined sales funnel report is the key to making accurate predictions about how your prospects are moving through the sales funnel and understanding any strengths or weaknesses within each phase of the process. This helps you build more <\/span><b>effective communication<\/b><span style=\"font-weight: 400;\"> with them and lead your prospects right to the closing stage.<\/span><\/p>\n<figure id=\"attachment_14222\" aria-describedby=\"caption-attachment-14222\" style=\"width: 850px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-14222\" src=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/Background389.png\" alt=\"Sales funnel report example\" width=\"850\" height=\"417\" srcset=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/Background389.png 1179w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/Background389-300x147.png 300w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/Background389-1024x502.png 1024w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/Background389-768x377.png 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><figcaption id=\"caption-attachment-14222\" class=\"wp-caption-text\"><em>Sales funnel report example (Source: <a href=\"https:\/\/www.hubspot.com\/\" rel=\"nofollow noopener\" target=\"_blank\">HubSpot<\/a>)<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">In this context, sales funnel CRM reports are essential for <\/span><a href=\"https:\/\/snov.io\/blog\/conversion-rate-optimization\/\"><span style=\"font-weight: 400;\">conversion rate optimization<\/span><\/a><span style=\"font-weight: 400;\">. They come in handy when analyzing lead segments, deals, and possible bottlenecks along your customer journey. A comprehensive sales funnel report <\/span><b>provides you with an accurate snapshot <\/b><span style=\"font-weight: 400;\">of everything related to the overall progress of your marketing and sales campaigns.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">2. <\/span><span style=\"font-weight: 400;\">Contacts report<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Contacts are your most valuable currency as a salesperson. You never know when someone will become a customer, so it&#8217;s <\/span><b>essential to have<\/b> <b>contact information<\/b><span style=\"font-weight: 400;\"> at hand to generate more leads and offer them what they need from the start.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A good contacts report should include all sorts of data about how many times this person has been contacted recently by the sales representative and through what channels (e.g., email, phone call, social media, etc.).<\/span><\/p>\n<figure id=\"attachment_26698\" aria-describedby=\"caption-attachment-26698\" style=\"width: 746px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-26698\" src=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/crm-report.png\" alt=\"Contacts report from Snov.io\" width=\"746\" height=\"422\" srcset=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/crm-report.png 1677w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/crm-report-300x170.png 300w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/crm-report-1024x579.png 1024w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/crm-report-768x435.png 768w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/crm-report-1536x869.png 1536w\" sizes=\"(max-width: 746px) 100vw, 746px\" \/><figcaption id=\"caption-attachment-26698\" class=\"wp-caption-text\"><span style=\"font-size: 12pt;\"><em>Contacts report example (Source: <a href=\"https:\/\/snov.io\/\">Snov.io<\/a>)<\/em><\/span><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">You can use it as an opportunity-priority ranking system and quickly get in touch with people who might be <\/span><b>interested in what your company has to offer<\/b><span style=\"font-weight: 400;\">. As it is known, a warm lead is way better than a cold lead, and a known contact can help you achieve the deal closure faster than an unknown contact.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">3. Profitability report<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The client who pays the most for your product or service <\/span><b>might not actually be the most profitable<\/b><span style=\"font-weight: 400;\">. Although they will pay you more, you can&#8217;t concentrate your company resources solely on them, as this way, you might pass by other prospects who have the potential to become your high-level customers. It&#8217;s a paradox game that can cost you profits lost.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A profitability report can <\/span><b>help you identify<\/b><span style=\"font-weight: 400;\"> the truly profitable customers so that they are not left alone to fend for themselves in a competitive marketplace.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Having access to specific information about customer profiles, your sales reps, marketers, and leadership can adequately assess profitability rates of all clients by a certain parameter (e.g., product category or geographic location) and focus effort on these customers.<\/span><\/p>\n<figure id=\"attachment_14205\" aria-describedby=\"caption-attachment-14205\" style=\"width: 850px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-14205\" src=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/4\u0430.png\" alt=\"Profitability report\" width=\"850\" height=\"496\" srcset=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/4\u0430.png 1507w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/4\u0430-300x175.png 300w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/4\u0430-1024x597.png 1024w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/4\u0430-768x448.png 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><figcaption id=\"caption-attachment-14205\" class=\"wp-caption-text\"><span style=\"font-size: 12pt;\"><em>Profitability report example (Source: <a href=\"https:\/\/www.sisense.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Sisence<\/a>)<\/em><\/span><\/figcaption><\/figure>\n<h3 id=\"report_3\"><span style=\"font-weight: 400;\">4. Activity report<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">You should be able to <\/span><span style=\"font-weight: 400;\">integrate your CRM<\/span><span style=\"font-weight: 400;\"> into every part of the business for comprehensive record keeping.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With activity reports, you can monitor sent emails, calls, appointments, and subsequent actions of your sales reps combined with records in the respective database systems on a daily or weekly basis.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These reports will allow you to familiarize yourself better than ever with who is contacting which clients and <\/span><b>measure success rates<\/b><span style=\"font-weight: 400;\"> when reaching out to potential customers. What is more, they help you track emails from unknown contacts that can harm you and take corresponding measures, e.g., implementing a service like <\/span><span style=\"font-weight: 400;\">PhishProtection<\/span><span style=\"font-weight: 400;\"> that will help you stay safe from these kinds of risky emails.<\/span><\/p>\n<figure id=\"attachment_14208\" aria-describedby=\"caption-attachment-14208\" style=\"width: 850px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-14208\" src=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/5\u0430.png\" alt=\"Activity report example\" width=\"850\" height=\"414\" srcset=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/5\u0430.png 1296w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/5\u0430-300x146.png 300w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/5\u0430-1024x499.png 1024w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/5\u0430-768x374.png 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><figcaption id=\"caption-attachment-14208\" class=\"wp-caption-text\"><span style=\"font-size: 12pt;\"><em>Activity report example (Source: <a href=\"https:\/\/www.solverglobal.com\/report-budget-forecast-and-dashboard-template-glossary\/crm-user-activity-report\/\" rel=\"nofollow noopener\" target=\"_blank\">Solver<\/a>)<\/em><\/span><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">With such a report, your sales reps can save a lot of valuable time and effort and gain clear insights into their conversations with every lead \u2014 so you can <\/span><b>see what aspects you need to improve<\/b><i><span style=\"font-weight: 400;\">.\u00a0<\/span><\/i><\/p>\n<h3 id=\"report_4\"><span style=\"font-weight: 400;\">5. Top-performing products report<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">One of the best ways to <\/span><a href=\"https:\/\/smallbusiness.chron.com\/must-firm-maximize-profit-margins-10215.html\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">maximize profit margins<\/span><\/a><span style=\"font-weight: 400;\">, especially for an eCommerce business, is by focusing on <\/span><b>top-performing products<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A top-performing products report will help small business owners understand which products they should prioritize and work with. This way, when the time for sales promotions or cross-selling of other inventory items comes, this knowledge will help them make an educated decision about what products sell better than others.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can check out weekly updates about different &#8216;winners&#8217; if you want quick insights into how well certain items are being sold at your company.<\/span><\/p>\n<figure id=\"attachment_14209\" aria-describedby=\"caption-attachment-14209\" style=\"width: 850px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-14209\" src=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/6\u0430.png\" alt=\"Best selling products report\" width=\"850\" height=\"382\" srcset=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/6\u0430.png 1349w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/6\u0430-300x135.png 300w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/6\u0430-1024x460.png 1024w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/6\u0430-768x345.png 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><figcaption id=\"caption-attachment-14209\" class=\"wp-caption-text\"><span style=\"font-size: 12pt;\"><em>Top-performing products report example (Source: Shopnix)<\/em><\/span><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">A top-performing products report is thus an effective tool for showcasing hot selling products, helping your company see the right way to <\/span><a href=\"https:\/\/snov.io\/blog\/how-to-grow-your-business\/\"><span style=\"font-weight: 400;\">grow its market<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3 id=\"report_5\"><span style=\"font-weight: 400;\">6. Campaign performance report<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Campaign performance reports help you dive deeper into campaign-specific engagement and conversion data. For instance, they can tell you which marketing channels work best at <\/span><b>attracting new customers<\/b><span style=\"font-weight: 400;\"> and converting them into repeat buyers. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">These findings allow small business owners to maximize their gains by providing specific measurements, such as profit margins for different types of advertisements, and pointing at the most successful approaches in <\/span><a href=\"https:\/\/snov.io\/blog\/sales-lead-management\/\"><span style=\"font-weight: 400;\">generating and managing sales leads<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<figure id=\"attachment_14210\" aria-describedby=\"caption-attachment-14210\" style=\"width: 850px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-14210\" src=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/7\u0430.png\" alt=\"Campaign performance report\" width=\"850\" height=\"615\" srcset=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/7\u0430.png 1178w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/7\u0430-300x217.png 300w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/7\u0430-1024x741.png 1024w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/7\u0430-768x556.png 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><figcaption id=\"caption-attachment-14210\" class=\"wp-caption-text\"><span style=\"font-size: 12pt;\"><em>Campaign performance report example (Source: <a href=\"https:\/\/public.datapine.com\/#board\/BqEvdmZInDDRPvgRz8Y8Dy\" target=\"_blank\" rel=\"noopener\">Public. Datapine<\/a>)<\/em><\/span><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Such a report will allow you to better manage your marketing budget and grow the customer base in a shorter time.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With this valuable information, it&#8217;s easy to maximize the results from any campaign or strategy by measuring its impact on budget allocation and <\/span><a href=\"https:\/\/snov.io\/blog\/sales-kpis-and-metrics\/\"><span style=\"font-weight: 400;\">growth rate metrics<\/span><\/a><span style=\"font-weight: 400;\">, like the number of sales per day during promotion periods compared to non-promotion ones.<\/span><\/p>\n<h3 id=\"report_6\"><span style=\"font-weight: 400;\">7. Sales forecast report<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Depending on the buyer&#8217;s journey, there may be multiple segments that show their interest in buying a service or product.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A sales forecast report allows <\/span><b>sorting potential buyers<\/b><span style=\"font-weight: 400;\"> with high and medium filters to see who might convert soon and who needs more personalized marketing strategies or follow-up methods, so they move along the conversion process faster.<\/span><\/p>\n<figure id=\"attachment_14211\" aria-describedby=\"caption-attachment-14211\" style=\"width: 850px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-14211\" src=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/8\u0430.png\" alt=\"Sales forecast report\" width=\"850\" height=\"356\" srcset=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/8\u0430.png 872w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/8\u0430-300x126.png 300w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/8\u0430-768x321.png 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><figcaption id=\"caption-attachment-14211\" class=\"wp-caption-text\"><span style=\"font-size: 12pt;\"><em>Sales forecast report example (Source: <a href=\"https:\/\/www.hubspot.com\/products\/crm\" target=\"_blank\" rel=\"noopener\">HubSpot<\/a>)<\/em><\/span><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">This report helps you focus on those leads who are <\/span><b>most likely to convert<\/b><span style=\"font-weight: 400;\"> into buying customers and motivate less-ready potential customers with every possible manner of communication, reminding them about your special offers or incentives, so they hurry up completing transactions.\u00a0<\/span><\/p>\n<h3 id=\"report_7\"><span style=\"font-weight: 400;\">8. Win-loss sales report<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Your company can use win-loss sales reports to monitor the number of opportunities you land, thus keeping an eye on your ability to close sales. In particular, this report displays statistics for wins, losses, open opportunities, and the total number of opportunities per salesperson.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<figure id=\"attachment_14212\" aria-describedby=\"caption-attachment-14212\" style=\"width: 850px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-14212\" src=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/9\u0430.png\" alt=\"Win-loss report\" width=\"850\" height=\"495\" srcset=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/9\u0430.png 938w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/9\u0430-300x175.png 300w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/9\u0430-768x447.png 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><figcaption id=\"caption-attachment-14212\" class=\"wp-caption-text\"><span style=\"font-size: 12pt;\"><em>Win-loss sales report example (Source: <a href=\"https:\/\/www.solverglobal.com\/report-budget-forecast-and-dashboard-template-glossary\/win-loss-sales-analysis-report\/\" rel=\"nofollow noopener\" target=\"_blank\">Solver<\/a>)<\/em><\/span><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">And what do experts think about doing a win-loss analysis? According to <\/span><a href=\"https:\/\/www.linkedin.com\/in\/toddberkowitz\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Todd Berkowitz<\/span><\/a><span style=\"font-weight: 400;\">, the Research Vice President of Gartner, companies that do a thorough win-loss analysis perform much better in terms of segmentation, product strategy choices, and sales enablement, which hence brings them <\/span><span style=\"font-weight: 400;\">15% to 30%<\/span><span style=\"font-weight: 400;\"> increase in revenue and up to 50% improvement in win rates.<\/span><\/p>\n<p style=\"text-align: center;\"><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/n2VOO6GXNsQ?si=eoKQk_4w-05Oemf-\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h3 id=\"report_8\"><span style=\"font-weight: 400;\">9. Lead source report<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When it comes to sales efficiency, the number one rule is that <\/span><b>you can&#8217;t be effective if your effectiveness isn&#8217;t maximized<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To achieve this goal, you should find out <\/span><b>where prospects are coming from<\/b><span style=\"font-weight: 400;\"> and then work with them accordingly without wasting efforts on lead generation activities that won&#8217;t yield results anyway.<\/span><\/p>\n<figure id=\"attachment_14214\" aria-describedby=\"caption-attachment-14214\" style=\"width: 850px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-14214\" src=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/10\u0430.png\" alt=\"Lead source report\" width=\"850\" height=\"423\" srcset=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/10\u0430.png 544w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/10\u0430-300x149.png 300w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><figcaption id=\"caption-attachment-14214\" class=\"wp-caption-text\"><span style=\"font-size: 12pt;\"><em>Lead source report example (Source: LeadSquared)<\/em><\/span><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Lead source report will help you better understand what source of leads works best for your company, say whether you can gain the lion part of them via email, <\/span><a href=\"https:\/\/snov.io\/blog\/linkedin-sales-prospecting\/\"><span style=\"font-weight: 400;\">LinkedIn prospecting<\/span><\/a><span style=\"font-weight: 400;\">, or <\/span><a href=\"https:\/\/snov.io\/blog\/integrating-email-marketing-and-social-media\/\"><span style=\"font-weight: 400;\">combine several marketing strategies<\/span><\/a><span style=\"font-weight: 400;\"> to boost your lead generation.<\/span><\/p>\n<h3 id=\"report_9\"><span style=\"font-weight: 400;\">10. Goal progress report<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A goal progress report has the <\/span><b>potential to change<\/b><span style=\"font-weight: 400;\"> your sales team. You&#8217;ll be able to see exactly what they need, provide necessary sales coaching, and just make sure you&#8217;re giving them everything that will help them reach those goals quickly.\u00a0<\/span><\/p>\n<figure id=\"attachment_14213\" aria-describedby=\"caption-attachment-14213\" style=\"width: 850px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-14213\" src=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/11\u0430.png\" alt=\"Goal progress report\" width=\"850\" height=\"505\" srcset=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/11\u0430.png 1610w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/11\u0430-300x178.png 300w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/11\u0430-1024x608.png 1024w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/11\u0430-768x456.png 768w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/11\u0430-1536x912.png 1536w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><figcaption id=\"caption-attachment-14213\" class=\"wp-caption-text\"><span style=\"font-size: 12pt;\"><em>Goal progress report example (Source: Copper)<\/em><\/span><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">This report is a great way to get an idea of where your <\/span><b>individual performance<\/b><span style=\"font-weight: 400;\"> stands and how you can contribute more. It also tells everyone on the team what direction they need to take for success, ensuring there&#8217;s no confusion about which strategy will work best with any particular role in the company.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Meanwhile, <\/span><span style=\"font-weight: 400;\">tracking total revenue<\/span><span style=\"font-weight: 400;\"> or deals won over a specific period can give insights into how well you perform as a leader of your business unit.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Wrapping up<\/span><\/h2>\n<p><a href=\"https:\/\/snov.io\/blog\/why-you-need-a-crm-system\/\"><span style=\"font-weight: 400;\">CRM<\/span><\/a><span style=\"font-weight: 400;\"> is a multifunctional system with many features you can use for your business growth. One of such features is reporting. We&#8217;ve provided you with 10 CRM reports you can apply in your company for driving sales.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And if you&#8217;re already using CRM reports, let us know which of them work best for your team. If not, we welcome you to <\/span><a href=\"https:\/\/snov.io\/sales-crm\"><span style=\"font-weight: 400;\">Snov.io free CRM<\/span><\/a><span style=\"font-weight: 400;\">, which abounds in features you can effectively use for your sales and marketing campaigns.<\/span><\/p>\n<p><a href=\"https:\/\/app.snov.io\/register?lang=en&amp;signup_source=blog&amp;signup_page=snov.io%2Fblog%2Fcrm-reports&amp;cta_type=banner&amp;_gl=1%2a1q2dvfw%2a_ga%2aNTk2MDQyMzQwLjE2OTUzNzQ4ODU.%2a_ga_BNRTCNFP5Y%2aMTcxMzc3MDE1Ni43Ni4xLjE3MTM3ODc2MzQuMTYuMC4w%2a_ga_TKFKTRN012%2aMTcxMzc4NTk4NS4yMjcuMS4xNzEzNzg3NjM0LjAuMC4w\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-25894\" src=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/Kqg9iSbeAF456LpjI5kI0cPzPVC8P0iPZTRsWTcl.jpg\" alt=\"Snov.io CRM\" width=\"746\" height=\"258\" srcset=\"https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/Kqg9iSbeAF456LpjI5kI0cPzPVC8P0iPZTRsWTcl.jpg 1500w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/Kqg9iSbeAF456LpjI5kI0cPzPVC8P0iPZTRsWTcl-300x104.jpg 300w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/Kqg9iSbeAF456LpjI5kI0cPzPVC8P0iPZTRsWTcl-1024x354.jpg 1024w, https:\/\/snov.io\/blog\/wp-content\/uploads\/2022\/01\/Kqg9iSbeAF456LpjI5kI0cPzPVC8P0iPZTRsWTcl-768x266.jpg 768w\" sizes=\"(max-width: 746px) 100vw, 746px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hurry up to uncover the top ten CRM reports that every sales manager should use and apply them for your business.<\/p>\n","protected":false},"author":67,"featured_media":14193,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[470],"tags":[544,1002,1035],"_links":{"self":[{"href":"https:\/\/snov.io\/blog\/wp-json\/wp\/v2\/posts\/14191"}],"collection":[{"href":"https:\/\/snov.io\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/snov.io\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/snov.io\/blog\/wp-json\/wp\/v2\/users\/67"}],"replies":[{"embeddable":true,"href":"https:\/\/snov.io\/blog\/wp-json\/wp\/v2\/comments?post=14191"}],"version-history":[{"count":0,"href":"https:\/\/snov.io\/blog\/wp-json\/wp\/v2\/posts\/14191\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/snov.io\/blog\/wp-json\/wp\/v2\/media\/14193"}],"wp:attachment":[{"href":"https:\/\/snov.io\/blog\/wp-json\/wp\/v2\/media?parent=14191"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/snov.io\/blog\/wp-json\/wp\/v2\/categories?post=14191"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/snov.io\/blog\/wp-json\/wp\/v2\/tags?post=14191"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}