In the CRM, there are several pre-made Reports to get you started when analysing and managing your CRM data.
🤓 Tip: If you haven't already, make sure you have a read of our RFM Analysis & Customer Analysis guide, as this will highlight key Reports that use your sales data.
When the standard reports available don't provide the data you need, have a go at building your own, with the Report Builder.
People & Places Reports
The People & Places Report group include all standard Reports covering CRM records related to Contacts and Companies:
New Contacts
Contacts
New Companies
Companies
Companies Near UK Postcode
To learn more, see Standard People & Places Reports.
Products Reports
The Products Report group includes all standard Reports covering product-related CRM records:
All Products
All Sellable Products
No Available Stock
Product Item Search
Products with no images
Products by Available Stock
Sellable Products Not Sold
Top Products
Products with No Images
To learn more, see Standard Product Reports.
Marketing Reports
The Marketing Reports group includes all standard Reports covering marketing-related CRM records:
Active Campaign Activities
All Campaign Activities
Campaigns
Customers by RFM Segment (Preview)
Enquiries (Preview)
Enquiry Forms (Preview)
Opportunities by Source
To learn more, see Standard Marketing Reports.
Sales Reports
The Sales Report group includes all standard Reports covering sales-related CRM records:
All Open Opportunities
All Opportunities - Referrals
Closed New Business (This Month)
Customers Not Ordered in a Year
Customers who bought X but not Y
Decreasing Revenue
Increasing Revenue
New & Returning Customers
New Online Orders
New Opportunities
New Orders
Open Opportunities by Status
Opportunities
Predicted Churn Alerts (Preview)
Quotes & Orders
Sales Pipeline (This Month)
To learn more, see Standard Sales Reports.
Service Reports
The Service Reports group includes all standard Reports that cover CRM records related to customer service:
All Open Problems
All Problems
New Problems
Open Problems by Status
Problems
Problems open for too long
To learn more, see Standard Service Reports.
Other Reports
The Other Reports Group includes Reports in the Shared Reports group.
All Reports
The All Reports group compiles all Reports - no matter what group they are in - into one, centralised place. You can also move through the following tabs:
Recent: Reports you accessed lately
Frequent: Reports you use day in, day out
Popular: Reports that are not just used a lot by you, but by other CRM users in your company (excludes 'My Reports')
New: Reports sorted by created date (most recent at the top)
Search: All Reports (even Shared Reports) and is searchable so you can filter the list down to find the one you're looking for
📌Note: if you've clicked on a specific Report Group like Sales Reports (rather than Shared Reports), you'll still get the above tabs, but the results under each tab will be filtered to that Report Group only i.e. only the salesy-based Reports like Quotes, Orders & Opportunities.