Evaluate Lead Flow And Pipeline Effectiveness

There are several Sales Reports (CRM > Reports > Sales)  that will help you evaluate the flow of incoming leads and their  movement through your sales pipeline. You can use these reports to work  with marketing to manage and improve lead flow as well as improve  pipeline efficiency by adding, removing, or modifying stages and stage  triggers.


Opportunity Created Detail

The opportunity created detail  report provides a sum of opportunities created. You can filter this  report by date created, user who created the opportunity, sales rep that  owns the opportunity, or sales team. This is a very basic report, but  you can add detail to the results by grouping the created opportunities  by user, lead source and time frame (i.e. day, week, month). Note: These  additional criteria are found under the columns tab of the search  criteria screen. You may need to create a custom opportunity search to  see more custom information.


Sales Pipeline Summary

The sales pipeline summary report  is a very basic report that shows the number of opportunities moved into  and out of each stage within a specific date range. You can filter this  report by date range and sales team. You may need to create a custom  opportunity search to see more custom information.

 

Sales Pipeline Detail

The sales pipeline detail report  shows stage movement details within a specific date range. You can  filter this report by date range, from / to stages, and sales team. The  results can include rep name, from / to stages, current stage, and move  date.

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