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CRM Reports and Metrics: What’s important for you?

One of the best practices leaders have adopted is to take decisions based on Data, numbers and trends (Lets call them reports). Undoubtedly, CRM is a tool that will help you create, collect, process and store data related to Sales, Marketing and Customer Service functions. So, what types of reports are required for you?

Based on our experience with hundrends of CRM implementations at Rixyncs, we share with you some types of reports most of the organizations use and depend on:

 Account and Contact Reports

CRM Report

category and type

CRM Report Description

Contacts Mailing List List of contact address details of all entries in the contacts module
Key Accounts Accounts that are must and should be your utmost priority.
Accounts by Industry Accounts sorted by the industry they belong to
Top revenue-generating accounts Accounts that contribute the maximum for your sales revenue.
Account Distribution report Report sorted with data on the accounts allocated to each  owner/ user
Chronological account summary Summary of all accounts in the system based on account created date. You can choose the list of data to be visible in the summary.
Accounts that haven’t been contacted User wise report on accounts that have not been contacted in the past few days
Accounts by Source List of accounts along with the source from where the account was acquired

Activity Reports

Report Type Report Description
Tasks and Events Report List of all the tasks and events.
Today’s Calls List of current day’s inbound and outbound calls.
Call Status Report Lists the calls and their status.

Campaign Reports

Report Type

Report Description

Campaigns Revenue Report Revenue generated from the campaign.
Campaign Leads Leads that are generated through the campaign.
Campaign Activities List of all calls, meetings, tasks held for a campaign
Campaign Status and Progress Campaigns by Stage and progress made
Compare campaigns Comparison between campaigns on results, resources and time invested

Case & Solution Reports

Report Type Report Description
Popular Solutions Number of comments for solutions.
Cases By Origin Cases based upon their source
Cases By Status Cases based upon their status
Cases By Priority Cases based upon priorities described
Cases By Comments Cases with the number of comments count.
Cases by accounts Cases sorted based upon accounts

Product Reports

Report Type

Report Description

Products by Category Products based on their category
Products by Support Termination date Products list whose support will end during the current month.
Products by Cases List of cases associated with the products.
Attrition by Product Identify products that are more likely to result in return business and which products require improvement
Win / Loss Ratios by Product Recognize which products are most likely to produce results at any point in a sales cycle.

Vendor Reports

Report Type Report Description
Amount by Vendors Vendors based on the amount
Vendors Vs Purchases Vendors based on the purchases made from the vendors.
Vendors by Product Category Vendors based on products and product category

Purchase Order Reports

Report Type Report Description
Contacts Vs Purchases Contacts based on purchases.
Purchase Orders by Status Purchase orders based on their status.

Invoice Reports

Report Type Report Description
Invoices by Accounts Invoices based on their accounts.
Invoices by Status Invoices based on their status.
Weekly Invoice Invoices raised this week
Monthly invoice Invoices created this month
Invoice by Discounts Invoices sorted according to discounts extended

Related: Sales reports / sales module reports you should derive out of your CRM

Share with the audience of this blog, if you feel any other type of report is important.

Naga Darshan J
Darshan is a CRM Strategist, Entrepreneur, Author and Business Coach. He heads the sales and marketing for Rapid GPRS and has been instrumental in transformation of several businesses.

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