Sales Reporting

From time-tested templates to in-depth instructional guides, here's everything you need to learn about sales reporting.


11 Sales Report Templates & Examples: How to Create a Sales Report
Sales Reporting

11 Sales Report Templates & Examples: How to Create a Sales Report

Here are the 11 best sales reports and sales report templates to use in your business in 2022. Learn how to create your own sales reports.
Mahnoor Sheikh
November 18, 2022
8 Best Sales Forecast Templates (Excel & Google Sheets) + How to Forecast Sales in 2023
Sales Reporting

8 Best Sales Forecast Templates (Excel & Google Sheets) + How to Forecast Sales in 2023

Sales forecasting templates make it easier to project future sales and adjust your strategy to maximize ROI. Not sure which to choose? Here are the 8 best.
Steli Efti
December 2, 2022
Close + Actiondesk = Even more powerful sales reports
Close Features & News

Close + Actiondesk = Even more powerful sales reports

Want even more powerful, customizable sales reports and spreadsheets to optimize your sales process? Actiondesk can automatically pull and update your Close CRM data into your spreadsheet of choice exactly the way you want it.
Steli Efti
September 20, 2022
Lead management: Using intent data to accelerate your sales pipeline
Sales Operations

Lead management: Using intent data to accelerate your sales pipeline

To keep driving sales results, you need to optimize your sales processes for better outcomes. Intent data can help you effectively manage leads and better fuel your pipeline.
Yash Vardhan
October 20, 2022
What Is Sales Tracking? 5 Steps to Track Sales + Templates & Tools
Sales Metrics

What Is Sales Tracking? 5 Steps to Track Sales + Templates & Tools

Sales tracking is the process of collecting and analyzing metrics. Check out our guide including templates, tools, and the 5 steps you need to get started.
Steli Efti
October 31, 2022
8 reports you need to create for your sales pipeline
Sales Reporting

8 reports you need to create for your sales pipeline

Ready to dig into the ‘why’ behind your sales data? From the creator of Master Metrics comes a quick guide to the top reports you should create from your sales pipeline, plus what they can do for your business.
Tomás Spada
August 29, 2022
Sales forecasting: Definition and methodologies
Sales Reporting

Sales forecasting: Definition and methodologies

Whether you run a small business, a startup, or a global corporation, having accurate sales forecasts gives you the ability to make smarter, better-informed decisions. In this article, we take a look at what sales forecasting is, plus five sales forecasting methodologies that you can choose from.
Burkhard Berger
September 20, 2022
Sales performance management: Process, components, tips & more
Sales Management

Sales performance management: Process, components, tips & more

Let’s focus on the system: sales performance management, its main components, and why it is essential.
Owen Jones
October 18, 2022
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