[one_half] Effective Salesforce reporting is challenging for sales managers, as the CRM has limited sales analytics features and poor visualization. Exporting Salesforce reports to Excel is difficult and time-consuming. Effective Salesforce Reporting can be accomplished by using third-party analytics products, such as InsightSquared, for better one-click and easy-to-understand optimization. Here are some key Salesforce reporting areas to look into.

  • Opportunity Funnel
    Managers need to find out how well each member of their sales team converts at each stage of the sales funnel. Understanding the funnel conversion is the key to diagnosing sales effectiveness, allowing managers to coach reps or focus their attentions on the stages that convert the worst and require the most attention. Opportunity funnel Salesforce reporting can be filtered by industry, type of opportunity, lead source and others. [image source_type=”attachment_id” source_value=”32708″ align=”center” lightbox=”true” title=”Salesforce Reports – Sales Funnel” alt=”Salesforce Reports – Sales Funnel” width=”381″ height=”263″ autoHeight=”true”]
  • Pipeline Trends
    The best sales managers require more from Salesforce reporting than simply what opportunities exist in the pipeline today. They need to know how this compares to historical pipeline trends and how these previous patterns will forecast for the future. Is your pipeline growing over time? At what stage is each opportunity in your pipeline currently in? Are those opportunities being sufficiently worked on by reps?   [image source_type=”attachment_id” source_value=”32709″ align=”center” lightbox=”true” title=”Salesforce Reports – State of Pipeline” alt=”Salesforce Reports – State of Pipeline” width=”381″ height=”243″]
  • Won/lost Analysis
    Any effective sales manager worth his or her salt is always focused on improving win rates on their opportunities to grow revenue. Effective Salesforce reporting allows managers to analyze your win and lost rates over time, looking for changes in your organization, sales process or lead sources that might have led to these differences. Compare win/lost rates among employees to determine which reps require the most work. The granular examples provided in the Salesforce reporting lend a depth of analysis that allows managers to diagnose problems more effectively. [image source_type=”attachment_id” source_value=”32710″ align=”center” lightbox=”true” title=”Salesforce Reports – Won/lost rates” alt=”Salesforce Reports – Won/Lost rates” width=”381″ height=”291″ autoHeight=”true”]

InsightSquared is the best software available for producing essential Salesforce reporting. Take advantage of the software’s customization capabilities to produce the reports that benefit your team.

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[/one_half] [one_half_last] Salesforce Reports in InsightSquared
[note][blockquote cite=”James Sampson, Director of Revenue and Sales Operations, DataXu”]InsightSquared’s robust business intelligence and analytic solution was easy to integrate and helps us get the most out of our data.[/blockquote][/note] [/one_half_last]