Reports
Reports that are current, accurate, and easy to understand are the lifeblood of any organization. Any system is only as good as the information you pull from it. To make reporting easy, salesforce.com provides dozens of standard reports you can easily modify. You can also create your own reports from scratch.
Thinking about what information you want to capture and pull out of the system is a critical step before you begin customizing the application. Decide which reports you need to generate based on the goals you defined earlier. Here are a few of the most commonly used reports:
- Active Accounts - Review current accounts
- Account Owners - See who owns what accounts
- Lead Lifetime - Track the life of a lead from creation to closure
- Leads by Source - Find out the most- and least-effective lead sources
- Opportunity Pipeline - See upcoming opportunities, in current stage
- Stuck Opportunities - See which opportunities are not moving forward
- Closed Opportunities - See won opportunities
- Quarterly Forecast Summary - See commit amounts, best-case amounts, and pipeline by quarter
- Contact Role Report - See contacts involved in current deals
For a list of additional reports, check out these sample reports.
- Tip: In the MySalesforce Workbook, use the My Reports worksheet to define the reports you'll need.
