Sales Reporting

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


9 Free Sales Forecast Templates to Super-Charge Sales Growth in 2023
Sales Reporting

9 Free Sales Forecast Templates to Super-Charge Sales Growth in 2023

What'll next quarter bring? Our free sales forecasting templates will help your sales team predict revenue and learn what works in your sales process.
Steli Efti
August 9, 2023
Sales Performance Management 101: Lead Your Sales Team to Greater Success
Sales Management

Sales Performance Management 101: Lead Your Sales Team to Greater Success

Want to boost rep productivity and drive more revenue? A solid sales performance management strategy can make it happen. Read this guide to learn more.
Owen Jones
July 19, 2023
Sales Report Templates: How to Create a Sales Report Fast
Sales Reporting

Sales Report Templates: How to Create a Sales Report Fast

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
April 7, 2023
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
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 + Which Metrics Matter
Sales Metrics

What Is Sales Tracking? 5 Steps to Track Sales + Which Metrics Matter

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
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