Sales Reporting
Track, forecast, and report on your sales performance and revenue
By The and 3 others4 authors21 articles
- Reporting: Import past sales into NutshellLearn how to import past sales and report on them in Nutshell for a better overview and deeper insights into sales performance and KPIs.
- Sales reporting: Spot trends with lead chartsDiscover how to evaluate insights and pinpoint trends using lead charts in Nutshell to enhance your team's sales strategy.
- Sales reporting: How to calculate commissionLearn how to track and calculate sales commissions using the Nutshell Sales report and Microsoft Excel for efficient management.
- Sales reporting: Track team performance with the task reportThe task report shows how your team is completing automated tasks. See what’s done on time, late, skipped, or not completed.
- Products report: quantities, line-item values and more
- Revenue installments: Track payments over time in your CRMLearn how to split a lead's value into scheduled installments, track what gets collected, and report on planned revenue - all in Nutshell.
Sales
Learn how to create, analyze, and share sales reports
- Sales reporting: How to measure sales quotasLearn how to assign and track sales quotas for your teams to monitor progress toward your goals.
- Sales: Assign and track team quotasAssign and track sales quotas for team members in Nutshell to effectively manage goals and monitor progress seamlessly.
- Sales reporting: Report on your salesLearn how to generate, read, and customize your sales reports to effectively track and evaluate sales team performance.
- Sales reporting: How to use the Sales ReportDiscover how to utilize Nutshell’s sales report to track and analyze your sales performance and gain insights to improve processes.
Losses
Generate and share reports to evaluate and understand sales losses
New Leads
Report on how many new leads you have in your pipeline
Forecast
Determine potential sales performance and revenue over a specific period
Custom
Generate custom reports according to your business's needs
Snapshots
Use Snapshots reports to monitor business trends over time
Activity
Create and share activity reports to track and assess sales team performance
- Monitor team productivity and efficiency by tracking activitiesLogged activities can provide a measurement of team productivity. Learn how to stay on top of your team's efforts.
- Sales reporting: Track your team's activitiesTrack team performance with Nutshell's activity report, available to Growth plan users. Customize filters, use the comparison mode, and more
- Sales reporting: How to use activity reportsDiscover how to use the sales activity report to track, analyze, manage, and optimize your team's performance effectively.
See who opened your emails and clicked on your email CTAs with email reports
Funnel
Monitor lead progression and conversion rates within your pipeline using the funnel report
- Sales reporting: Report on your sales funnelAnalyze conversion rates in your sales funnel with Nutshell's funnel report to optimize lead progression and sales success.
- Sales reporting: How to use the funnel reportLearn how to create and analyze the funnel report in Nutshell, available to users on Nutshell's Pro plan and above