Sales Reporting

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


Sales Funnel Report: The Key To Tracking Your Sales Efforts and Plugging Leaks
Sales Reporting

Sales Funnel Report: The Key To Tracking Your Sales Efforts and Plugging Leaks

A sales funnel report tracks the success (or failure) of each stage of your sales pipeline. Learn how to build your own sales funnel report.
Steli Efti
February 23, 2023
Ultimate Guide to Sales Forecasting: Using Sales Data to Level Up Your Sales Team
Sales Reporting

Ultimate Guide to Sales Forecasting: Using Sales Data to Level Up Your Sales Team

Accurate sales forecasts give you the ability to make smarter, better-informed decisions. In this article, we take a look at what sales forecasting is and how to improve your accuracy.
Chintan Zalani
December 9, 2022
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
September 2, 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
July 28, 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
March 10, 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 15, 2021
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
August 10, 2021
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
July 29, 2021
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