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
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.
February 23, 2023
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.
December 9, 2022
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.
September 2, 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.
July 28, 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.
March 10, 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 15, 2021
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.
August 10, 2021