Packaged Reports

Instant Answers for Typical Business Questions

Salesforce provides more than 50 packaged, out-of-the box reports so business users can easily make use of the wealth of information contained in their data and make better decisions right away. These reports provide instant insight based on typical business questions and standard fields in Salesforce's sales, marketing, and service and support applications. Business users can use easy wizards to further customize these reports as required.

Account and Contact Reports

Access standard account and contact information such as new, active, and neglected accounts, contact roles, partner accounts, and account teams — to name just a few.

Opportunity and Forecast Reports

View forecast or opportunity pipeline information in standard reports by date, team, product, type, status, and many other criteria.


Lead and Campaign Reports

Analyze lead status, source, and lifetime information, along with campaign ROI and response rates.

Support Reports

Access information on specific customer support cases and issues, such as those created by a particular agent and those with a certain status, along with the solutions that were created.