6 Salesforce Reports for Revenue Teams

[Shakhawat]

Salesforce reports can make your Customer Relationship Management (CRM) data talk. They allow you to understand who your best-fit customers are, where your best-fit leads are coming from, how different types of prospects are moving through your marketing and sales process, the velocity of your marketing-sales funnel and more.

Here, we delve into the details of six crucial Salesforce vk database reports your revenue team should be using to optimize your business growth.

How many leads were generated month-over-month, and what percentage of those are qualified?

You want to look at both volume and quality at once because it gives you the best sense of what success actually looks like. If you’re just looking at one factor or the other, you won’t have a full understanding of how you’re tracking toward your lead creation goal.

Are the activities you’re doing attracting the right people, and are you attracting enough of them to hit your goals further down the funnel? Or are you seeing a decreasing number of qualified leads being produced from the same quantity of leads being converted?

Opportunities Created Month Over Month and Their Value
How many opportunities are you creating month over month in terms of both number of accounts and dollar value? What do those numbers look like on an individual or team basis?

Salesforce report on opportunities created and their value

Unlike the number of leads generated per month, this report can just focus on quantitative data — after all, for a prospect to become an opportunity, they need to be high quality

Knowing the number of opportunities you’re creating in combination with your opportunity-to-closed-won win rate allows you to start creating sales forecasts. For example, if you know your win rate is pretty consistently 30%, and your team created 20 opportunities in a month, you can safely assume that six of those will close. Being able to predict the number of customers and amount of revenue you’ll have coming in will help your company make other business decisions, like hiring.