CRM Name

Pipeline Analysis Pipeline Analysis Opportunity Revenue Analysis Pipeline Quality Analysis Team Pipeline Analysis Top 10 Opportunities Historical Pipeline Analysis Historical Expected Revenue Quarterly Analysis Historical Opportunity Revenue Quarterly Analysis Quarterly Closed Revenue Analysis Opportunity vs. Expected Revenue vs. Closed Revenue Sales Stage History Analysis Sales Effectiveness Top Performers List Quarterly Sales Effectiveness Analysis Team Sales Effectiveness Analysis Team Activity Analysis Team Win Rate Analysis Team Average Sales Cycle Analysis Number of Accounts Opportunity Analysis Number of Accounts Analysis Contact Analysis By Opportunity Contact Analysis By Account Top 10 Customers Account Analysis Closed Revenue By Account Analysis

Marketing Effectiveness Active Campaign Status Completed Campaign Results Campaign Effectiveness By Campaign Name Campaign Effectiveness By Campaign Type Lead Followup Analysis Lead Source Analysis Opportunity Source Analysis By Close Date Opportunity Source Analysis By Create Date Projected Revenue Campaign Activity Campaign Averages Campaign Detailed Results Campaign Leads

Sales By Lead Source This Month Sales Today's Sales Stage Vs Potential Type Report Leads By Source Leads By Status Today's Leads Leads by Ownership Converted Leads Leads by Industry Tasks and Events Report Today's Calls Campaigns Revenue Report Campaign Leads Cases By Origin Cases By Status Cases By Priority Quarterly Forecast Summary

Report Name Campaign Comparison Lead Source Effcetiveness Activities Neglected Leads Account Distribution Campaign Activity Status Campaign Performance Sales History Account Summary Account Overview Sales Pipeline Products By Contact Products By Account Case Summary Table Campaign Comparison Report Opportunities By Account Opportunities By Sales Stage Activities By Opportunity Accounts By Sales Rep Contact Mailing List Pipeline Analysis Pipeline Analysis Opportunity Revenue Analysis Pipeline Quality Analysis Team Pipeline Analysis Top 10 Opportunities Historical Pipeline Analysis Historical Expected Revenue Quarterly Analysis Historical Opportunity Revenue Quarterly Analysis Quarterly Closed Revenue Analysis Opportunity vs. Expected Revenue vs. Closed Revenue Sales Stage History Analysis Sales Effectiveness Top Performers List Quarterly Sales Effectiveness Analysis Team Sales Effectiveness Analysis Team Activity Analysis Team Win Rate Analysis Team Average Sales Cycle Analysis Number of Accounts Opportunity Analysis Number of Accounts Analysis Contact Analysis By Opportunity Contact Analysis By Account Top 10 Customers Account Analysis Closed Revenue By Account Analysis

Marketing Effectiveness Active Campaign Status Completed Campaign Results Campaign Effectiveness By Campaign Name Campaign Effectiveness By Campaign Type Lead Followup Analysis Lead Source Analysis Opportunity Source Analysis By Close Date Opportunity Source Analysis By Create Date Projected Revenue Campaign Activity Campaign Averages Campaign Detailed Results Campaign Leads Campaign Opportunities Campaign Revenue Campaign Performance SummaryAverages Lead Conversion Metrics Accounts List, Contact List, Lead Lists, and Opportunity Lists Contact Mailing List Key Accounts Accounts by Industry Pipeline by Stage Potentials Closing by this Month Sales Person's Performance Report Lost Potentials Potentials by Type Open Potentials Pipeline by Probability Sales By Lead Source This Month Sales Today's Sales Stage Vs Potential Type Report Leads By Source Leads By Status Today's Leads Leads by Ownership Converted Leads Leads by Industry Tasks and Events Report Today's Calls Campaigns Revenue Report Campaign Leads Cases By Origin Cases By Status Cases By Priority Quarterly Forecast Summary

Description Compare Two Campaigns Compare lead source Display list of activities Identify leads that have not been contacted Identify patterns in top revenue-generating accounts Track a campaign. Track the progress and status of campaigns Understand past sales performance View a chronological summary of an account View a one-page overview of an account View anticipated potential sales View products that are used by a contact View products that are used by an account View the patterns in cases Use this report to identify your most and least successful campaigns.

Can Be Generated? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes yes yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes yes yes Yes Yes Yes yes Yes yes yes yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Display the list of contact address details Yes Displays the accounts that give you more sales revenue Yes Displays the accounts from various industries Yes Displays the potentials by their stage. Yes Displays the potentials that are closing during the current month. Yes Displays the potentials gained by each sales person Yes Displays the potentials that are lost. Yes Displays the potentials by their type Yes Displays the potentials that are pending Yes Displays the pipeline of the potentials by their probability Yes Displays the sales from various lead sources Yes Displays the sales that has happen during current month Yes Displays the sales that has happen today. Yes Displays the sales vs potentials report Yes Displays the leads from various sources Yes Displays the leads and their status. Yes Displays the leads that are created today Yes Displays the leads and the corresponding owners Yes Displays the leads that are converted into Account / Potential / Contact. Yes Displays the leads from various vertical industries. Yes Displays the list of all the tasks and events Yes Displays the list of current day's inbound and outbound calls Yes Display the revenue generated from the campaign Yes Displays the leads that are generated through the campaign. Yes Displays the cases based upon their origin Yes Displays the cases based upon their status Yes Displays the cases based upon their priorities Yes Displays the quarterly forecasts that includes committed amounts, best-case amounts, and pipeline by quarter Yes