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
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.
November 18, 2022
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.
December 2, 2022
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.
September 20, 2022
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.
October 20, 2022
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.
October 31, 2022
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.
August 29, 2022
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.
September 20, 2022