In the CRM, there are a range of standard Reports to get you started when analysing and managing your CRM data.

The Sales Report group includes all standard Reports covering sales related CRM records. To find any of these Sales Reports, navigate to the Side Navigation Menu and under the Sales section, select 'Reports'.

The 'New Orders' Report lists all the Quotes that have an order date in the last 30 days, you can find this report here.

The aim of this Report is to help identify all new orders across the business. If 30 days is too recent or too long for your business, then you can change this within the Filters (simply click the three dots on the right-hand side of the Reports and select 'Filters'). At the top of the Report, you have a summary displaying the base value (excluding VAT) average and base value (excluding VAT) total.
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The 'New Online Orders' Report lists all Quotes that were ordered in the last 30 days and have a Quote type of WEB. This Report will only be relevant to those that have an integrated eCommerce site with the CRM. You can find this report here.

The aim for this Report is to see what recent orders the business has had via the website. Again, if 30 days is too recent or too long for your business, you can change this within the Filters. At the top of the Report you have a summary displaying the value (excluding VAT) average, base value (excluding VAT) total and base value (including VAT) total.

The 'New Opportunities' Report lists all Opportunities that have been created in the last 30 days. To navigate to this report, click here.

The aim of this Report is to help identify all new sales Opportunities that have been recorded within the CRM. If 30 days is too recent or too long, then again you can change this within the Filters. At the top of Report you have a summary displaying the Total Weighted Value, Worst Value, Likely Value and Best Value. For more information about these values, take a look at our article here.

The 'Open Opportunities by Status' Report lists all Opportunities in an open Status, and then groups them by these Statuses. In the example above, there are 2 Opportunities in a Status of 'Push for Close' and 1 in 'Sales Process'. To view additional information about the Opportunity, simply expand the group. At the top of the Report there are summaries detailing the Total Weighted Value, Worst Value, Likely Value and Best Value. 

To find this report, click here!

The 'All Open Opportunities' Report simply lists all Opportunities in an open Status, you can find this report here. The Report also provides summary information for the Total Weighted Value, Worst Value, Likely Value and Best Value.

The 'All Opportunities' Report lists all Opportunities within your CRM, without any Filters or summaries, you can find this report here. If you require any Filters or summaries, you can simply add them in via the further options menu (three dots).

The 'Sales Pipeline (This Month)' Report lists all Opportunities that have an estimated close date for the current month and are in one of your Opportunity Pipelines. To navigate to this report please click here. At the top of the Report you have a summary displaying the Total Worst Value, Likely Value and Best Value.

The Sales Pipeline (Next Month) Report shows the same information as the 'Sales Pipeline (This Month)' but shows Opportunities that have an estimated close date of the next calendar month. You can find this report here.

The 'New & Returning Customers' Report lists all sales ledgers that didn't spend anything in the previous year but have done since then. To go to this report, click here.

The aim of this Report is to help identify any new customers and any returning customers that didn't spend with you in the previous year, but have now come back and placed an order. The difference figure will be calculated using the sales history information.

The 'Decreasing Revenue' Report lists all customers that have spent less with you than the previous 365 days, resulting in decreasing revenue. To navigate to this report, click here. This Report is very helpful when identifying those customers that could be slipping away.

The 'Increasing Revenue' Report lists all of your accounts that have spent more with you than the previous 365 days, resulting in increasing revenue. To head to this report, click here! This Report helps to identify your growing customers.

The 'Customers not ordered in a year' Report lists all accounts that have not placed an order in the last year, you can find this report here. The aim of this Report is to help you identity customers that may be slipping away and provides a targeted list of customers that may wish to buy again.

The 'Predicted Churn Alerts' Report lists all accounts, with their associated RFM Segment. By default, the Report is set to show those customers at the top with the fewest days since they last ordered. You can navigate to the Predicted Churn Alerts report here. It also displays the average number of days between orders, and an order days warning level so you know which customers to prioritise first.

The 'Quotes' report lists all CRM quotes from all Companies and Contacts, you can find the report here or via the Sales section of the navigation menu. You're able to order them by Value, Date, Reference, Status, ID, Order Number, and Company Name. It can also be further filtered using the filters option in the three dots on the top left hand side of the page.

The 'Orders' report shows all Orders taken through the CRM as well as any in your ERP/Accounting System, this report can be found here or via the Sales section of the Navigation Menu. You can ad any further filters you wish but by default any deleted orders will be filtered out. This report is ordered by Order Date but you can also order it by Order Number, Quote ID and many more fields.

Our Orders are read-only views of all orders imported from your ERP/Accounting System.

The Customers Who Bought X but not Y Report can be used to see which customers have bought one product, but not another, this report can be found here. These customers can then be added into an upsell email marketing campaign to encourage them to purchase the other product. Simply add your product SKUs into the filters to generate a list instantly.

The 'Customers Who Have Not Bought X' lists all Companies that haven't bought a specific product by their SKU, this report can be found here. These customers can then be added into an upsell email marketing campaign to encourage them to purchase that product. Simply add your product SKUs into the filters to generate a list instantly.

Top Tip: The 'Customers Who Have Not Bought X' Report can be altered to show different information - like customers who have bought X! To do this, simply change the filter. If you need help filtering your data, check out this guide.

By default, the Sales Transaction filter will be set to 'Where None' which is the 'Have Not Bought' aspect of the Report. However, if you switch this to 'Where Any' then the Report will display all customers who have bought product X.

If you do change this filter or any other filters, we always recommend you save the Report as a new Report (not overwrite the original). This will avoid you losing the original Report which can sometimes be hard to recreate! To save it as a new Report, click the further options menu (three dots) in the top right-hand corner, and select "Save As" instead - then name the Report accordingly.