Standard Reports
A collection of more than 60 built-in reports are available to you.
List of the Standard Reports
| Report Name | Description |
| Account and Contact Reports | |
| Accounts by Industry | Lists the Accounts grouped by Industry |
| Contact Mailing List | Lists all the Contacts with the mailing address and contact details |
| Key Accounts | Lists the Deals grouped by Accounts. Contains details about the deals. |
| Deal Reports | |
| Stage Vs Deal Type Report | Displays the Deal amounts by deal type and stage |
| Pipeline by Stage | Displays the Deal details grouped by deal stage |
| Deals Closing this Month | Lists all the Deals whose 'Closing Date' falls in the current month |
| Salesperson's Performance Report | Lists the details of the Deals under different salesperson |
| Lost Deals | Lists all the Deals that have been lost |
| Deals by Type | Lists the Deals grouped by Deal Type, i.e. Existing or New Business |
| Open Deals | Lists all the Deals that have not been Closed (Closed Won, Closed Lost, Closed Lost to Competition) yet |
| Pipeline by Probability | Lists the Deals grouped by the Probability (%) of success |
| Sales By Lead Source | Lists details of won Deals grouped by Lead Source |
| Sales This Month | Lists the details of won Deals in the current month |
| Today's Sales | Lists the details of Deals won today |
| Lead Reports | |
| Converted Leads | Lists all Leads that have been converted to Accounts |
| Leads by Industry | Lists the Leads grouped by the Industry to which they belong |
| Leads by Ownership | Lists the Leads grouped by the Lead Owner |
| Leads By Source | Lists the Leads grouped by the Lead Source |
| Leads By Status | Lists the Leads grouped by the the Lead Status |
| Today's Leads | Lists all the Leads created today |
| Activity Reports | |
| Today's Calls | Lists the current day's inbound and outbound calls. |
| Call Status Report | Gives details of all the attended, Scheduled calls |
| Tasks and Events Report | Lists all the Calls, Tasks, and Events made by the User |
| Campaign Reports | |
| Campaigns Revenue Report | Gives details of the revenue generated by the Deals associated with the Campaigns |
| Campaign Leads | Leads that are associated with the Campaigns |
| Case & Solution Reports | |
| Cases By Comments | Lists the number of solution comments associated with a Case |
| Cases By Origin | Lists the Cases grouped by the Case Origin |
| Cases By Priority | Lists the Cases grouped by the Case Priority |
| Cases By Status | Lists the Cases grouped by the Case Status |
| Popular Solutions | Lists the Solutions grouped by the number of Comments |
| Forecast Reports | |
| Quarterly Forecast Summary | Quarterly forecasts that includes committed amounts, best-case amounts, and pipeline by quarter. |
| Forecast History Report | Life cycle of the forecast. |
| Product Reports | |
| Products by Cases | Products and with the list of cases associated with the products. |
| Products by Category | Lists the Products grouped by Product Category |
| Products by Support Termination date | Lists the Products grouped by Support End Date |
| Vendor Reports | |
| Amount by Vendors | Lists the Vendors with details of the cumulative amount for the POs associated with them. |
| Vendors Vs Purchases | Lists the Purchase Orders grouped by Vendors |
| Quote Reports | |
| Quotes by Accounts | Lists the quotes grouped by Accounts |
| Quotes by Stage | Lists the quotes grouped by Quote Stage |
| Sales Order Reports | |
| Sales Orders by Owner | Lists the Sales Orders grouped by Sales Order Owner |
| Sales Orders by Accounts | Lists the Sales Orders grouped by Account Name |
| Sales Orders by Status | Lists the Sales Orders grouped by Sales Order Status |
| Purchase Order Reports | |
| Contacts Vs Purchases | Lists of Purchase Orders grouped by Customer associated with the Purchase Orders |
| Purchase Orders by Status | Lists of Purchase Orders grouped by Status of the Purchase Orders |
| Invoice Reports | |
| Invoices by Accounts | Lists the Invoices grouped by Accounts associated with the Invoice |
| Invoices by Status | Lists the Invoices grouped by Status of the Invoice |
| Sales Metric Reports | |
| Lead Conversion Across Industries | Average time taken for Leads to be converted for the past six months, by industry |
| Lead Conversion Across Owners | Average Lead conversion time for the past 6 months, by owner |
| Lead Conversion Across Sources | Average time taken for Leads to be converted in the past 6 months, by source |
| Lead Conversion Count across Owners | Total number of Leads converted for the past 6 months, by all owners |
| Overall Sales Duration Across Lead Sources | Average number of days taken for Leads to be converted to Deals from various Lead sources |
| Overall Sales Duration Across Deal Type | Average time taken forLead to be converted to Deal of different type |
| Sales Cycle Duration Across Lead Sources | Average time taken for Deals to be won, by lead source |
| Sales Cycle Duration Across Owners | Average time taken for Potentials won, by Owner Deal |
| Sales Cycle Duration Across Deal Type | Average time taken for Deals to be won, by type |
| Email Reports | |
| Bounce Report | Number of emails sent and replied, calls dialed and received, events, check-ins, and tasks listed by date and sales representatives |
| Email and Activities Analytics Report | Number of emails sent and replied, calls dialed and received, events, check-ins, and tasks listed by date and sales representatives |
| Email Analytics | Summary of the email status (sent, bounced, opened, and clicked) based on date, template, module, and user |
| Top 10 Templates by Open Rate | Top 10 templates based on percentage of recipients who have opened the email |
| Top 10 Users | Top 10 users based on Mails Sent Rate |
| Top 10 Templates by Click Rate | Top 10 templates based on percentage of recipients who have clicked the email |
| Email and Call Analytics Report | Number of emails sent and replied, calls attended and missed by sales representatives |
| Sent Email Status | Emails sent by users to all records and their status |
| Event Reports | |
| Check-Ins for Accounts | Get check-in details for each Account |
| Check-Ins for Leads | Get check-in details for each Lead |
| Check-Ins by Locality | Get check-in details categorized by locality |
| Number of Check-Ins by Locality | Get total number of monthly check-ins for customers by locality |
| Number of Check-Ins by Salesperson | Get number of monthly check-ins for customers completed by each Salesperson |
| Planned Vs Realized Events this Month | Know how many planned check-ins have been realized in the current month |
Edit Standard Reports
You can edit the predefined reports. Once customized, you cannot revert to the default report.
To make edits to the report:
- In the Reports Home page, hover over the name of a report. Click on the ellipsis (...) sign that appears.
- Choose Edit from the menu.
- Make the desired changes.
- Click Save.