The following sales reports are available:
This topic shows you how to use the different reports. To find more information, when you generate a report, click Help, and then click Help on This Page.
Use this report to identify patterns in your top revenue-generating accounts using two charts: earned revenue and accounts count.
Use this report to obtain a profile of the account, contract information, and summaries of opportunities and case activities.
Use this report to determine historically what has occurred with an account and also what is scheduled to occur in the future.
Use this report to identify patterns in activities.
Use this report to compare how your sales team performs against your competitors.
Use this report to print invoices.
Use this report to view a chart that displays the number of invoices grouped by status.
Use this report to view the percentage of qualified leads, and leads that generate revenue for each lead category.
Use this report to identify accounts that have not been contacted during a specified time period.
Use this report to identify any leads that have not been contacted during a specified time period.
Use this report to print orders.
Use this report to see which products are used by an account.
Use this report to see which products are used by a contact.
Use this report to view the sales progress against the primary and subordinate goals.
Use this report to print quotes.
Use this report to view a history of sales performance by sales representative.
Use this report to see anticipated potential sales.
If the default reports don't provide the information you need, try creating an Advanced Find search, and exporting the results to Microsoft Office Excel.
Note
This topic documents the list of default reports as they were shipped. If this list differs from the reports that are available to you, contact your report administrator or system administrator for information about the customized reports.