Sales Performance Report Overview

The Sales Performance report enables you to ensure your sales team is on track to meet key goals by estimating the total and expected value of your pipeline.

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Understanding Sales Performance Reports

Click Analytics > Sales Performance to access the Sales Performance report in Lead Gen & CRM left toolbar. 

The Sales Performance report provides information on estimates of the total and expected value of your pipeline. This report allows you to view how your sales representatives are doing. This way, you can measure performance and improve your sales strategy. 

The Sales Performance report shows how sales and expected value compare with one another in a bar graph. 

In addition, the Sales Performance report provides a list of all opportunities—including value, close date, and the sales representative associated with it—over a specified period of time:

• The Working Opps tab shows all ongoing opportunities that are available.
• The Opps Won tab shows all opportunities that were set as Closed-Won.
• The Opps Lost tab shows all opportunities that were set as Closed-Lost.

Clicking View All will display all opportunities that are within the Sales Center.
 

Configuring Sales Performance Reports

The Sales Performance report can be configured with data filters to show different details. You can use any or all of these filters. To configure Sales Performance report filters, do the following:

1. Set the desired date range in the Date menu.
2. Select the pipeline to view in the Sales Pipeline drop-down menu.
3. Select the sales representative to view in the Sales Rep drop-down menu.
4. Select the relevant tagged representatives in the Sales Rep Tag drop-down menu.
5. Select the relevant products in the Filter by Products drop-down menu.
6. Select the relevant campaign in the Filter by Campaigns drop-down menu.
7. Select the relevant tags in the Filter by Tags drop-down menu.
8. Click Apply.

Note: Clicking on the opportunities in a pipeline stage will list their names. Clicking on the opportunity names will take you to their pages in Lead Gen & CRM.

Note: To reset report filters, click    Clear Filters.

Saving Sales Performance Reports

To save a configured Sales Performance report, do the following:

1. Configure and apply report filters.
2. Click    Options > Save Report.
3. Enter a name for the report in the Report Title text box.
4. Click Save Report.

Once saved, you can delete saved Sales Performance reports from the Sales Performance report screen. Be aware that clicking    Options > Delete Report will immediately and irreversibly delete the saved report.
 

Locating Saved Reports

Once you navigate away from the report page, the saved report and its associated parameters will be reset to their default states. To locate and access previously saved reports, do the following:

1. Click Analytics in the left toolbar.
2. Click Saved and Scheduled Reports.
3. Click the Saved Reports tab.
4. Optionally, enter a report name, subject, keyword, or other applicable search filters in the    search bar.
5. Optionally, select one of the following report filters from the All Reports drop-down menu:

   Campaigns Sales Emails

   Web Insights Traffic Sources

6. Click the name of the desired saved report.

Scheduling Sales Performance Reports

Once a Sales Performance report has been configured, it can be scheduled to be sent via email. To schedule a Sales Performance report, do the following:
 

1. Configure and apply report filters.
2. Click    Options > Save and Schedule Report.
3. Enter a name for the report in the Report Title text box.
4. Click Save.
5. Ensure that the Should this schedule be enabled? toggle is set to Enabled.
6. Enter the names of desired users or tagged groups in the Send this report to these users or tags text box.
7. Enter a subject line for the scheduled email in the Email Subject text box.
8. Enter the message that will be displayed in the email's body in the Email Message text box.
9. Select the desired report to send with the email in the Select a report to send drop-down menu.
10. Select one of the following options in the Select a time to schedule the report section:
    • Send immediately: This option will force the email to send as soon as the scheduling is complete.
    • Schedule for later: This option will allow you to send the scheduled email as many times as you want at a later date and time.
11. Optionally, click the Delete schedule upon completion checkbox to delete the scheduled report after scheduling the report.
12. Click Done.

Note: If you have already saved this report, Save and Schedule Report will instead be listed as Schedule Report.

Note: By default, the Select a report to send drop-down menu will display the report you just saved.

Exporting Sales Performance Reports

Once a Sales Performance report has been configured, it can be exported as a .PDF file. To export a Sales Performance report, do the following:

1. Configure and apply report filters.
2. Click    Options > Export to .PDF.
3. Save the .PDF file in the .PDF window that appears.

Different web browsers or .PDF viewing programs have different means of saving, downloading, or printing a .PDF file. Refer to their help documentation for more information.
 

Downloading and Printing Report Charts

To download or print the chart as an image, do the following:

1. Configure and apply report filters.
2. Click    Menu in the Sales by Month chart.
3. Select one of the following download types:
   • Print chart
   • Download .PNG image
   • Download .JPEG image
   • Download .PDF document
   • Download .SVG vector image

Questions?