Cloud has Sales reports to help you better understand and predict your business's performance by providing data on critical Sales metrics. You can access these reports under the "Reports" tab in the left navigation menu.
You need the "View opportunities" permission in the "Opportunities" permissions group, or you should be a member of a group that has it, to be able to view data in the Sales reports.
With the "View opportunities" permission set to "All," you can see data for opportunities of all Cloud users in your Cloud subscription.
With the "View opportunities" permission set to "Mine," you can only see data for your opportunities.
Sales Forecast
The Sales Forecast report provides insights into predicted revenue over a specific period.
You will see the following widgets on the Sales Forecast report.
Quoted Sales: The total quoted amount and the forecasted sales amount.
Lead Source: The percentages of lead sources for the forecasted opportunities.
Sales Pipeline: A Bar chart showing the number of open opportunities and their total value for every opportunity stage.
Sales Prediction: The monthly sales prediction.
Forecasted opportunities: The list of opportunities with the quoted amount for them.
Projected Sales Leaderboard: A leaderboard of the salespeople with the total projected revenue. You can click the "View" icon for a salesperson and see a filtered list of opportunities they are working on.
You can do the following to the Sales Forecast report:
Filter the report by various criteria by clicking "All filters" at the top. The data shown on the widgets will depend on the filters you select.
Click the "Download" icon at the top to download a CSV file listing the projects included in the forecast duration, along with their associated account and salesperson.
Sales Results
The Sales Results report provides insights into revenue generated over a specific period.
You will see the following widgets on the Sales Results report.
Closed Sales: The total amount for the sales closed, the average per opportunity, and the margin.
Closed Rate: The rate of closing opportunities.
Sales Cycle: The average number of days taken to close an opportunity.
Sales Leaderboard: A leaderboard of salespeople with the sales they have closed.
Sales: The revenue earned and its distribution between project, service, and subscription. You can also see the revenue earned for products and labor included in projects.
Sales by Product Category: The total value of products sold by each product category. You can select up to 4 categories from the dropdown and compare the values.
Sales by Brand: The total value of the products sold and the margin by each brand. You can select the brand from the dropdown.
Sales by Supplier: The total value of the products sold and the margin by each supplier. You can select the supplier from the dropdown.
Lead Source: The percentages of lead sources that led to the opportunities.
Lost Opportunities: The percentages of reasons why opportunities were lost.
Service Reasons: The percentages of service reasons that led to service fulfillment requests.
Discounts: The percentages of discounts offered in the opportunities.
You can do the following to the Sales Results report:
Filter the report by various criteria by clicking "All filters" at the top. The data shown will depend on the filters you select.
Click the "View" button at the top to see the list of opportunities/projects, service calls, and change orders included in the revenue generated for the selected time period.
Click the "Download" icon at the top to download a CSV file listing the projects, service calls, and change orders, the revenue earned from them, and the associated account and salesperson.