Reporting

Reporting Baseline Learn why and how to create Baseline Reports Baselining is the initial exercise of pulling together important data which can be summarized into metrics important to the business. It involves the following motions: Gather data (sometimes from many sources) Analyze and verify data with management, end users, operation,...

Salesforce Reporting Best Practices What to consider and things to avoid while creating reports There are many reports you can run that combine Playbooks and CRM data and many ways to interpret the data presented in those reports. But before you make changes to your sales process based on this...

Salesforce Reporting – Overview An Introduction to Salesforce Reporting in Playbooks Your CRM houses data from both your company’s internal data and the activities your users complete in Playbooks. The data generated by completing tasks in Playbooks weaves in with your CRM data to create a comprehensive reporting experience. You...

Salesforce Reports: Play Status Reports What Types and Number of Plays are Active Right Now Play Status Reports provide a view of the current status of records and tasks within in each Play. It’s important to note the Lead Status field of the record will not indicate if it has...

Salesforce Reports: Play Outcome Reports How Effective are your Plays Once a Play has been implemented, it’s sometimes hard to tell if it’s working. These reports help you track what is working in your Plays and locate weak spots. When a Playbooks user achieves the goal of a Play, they...

Salesforce Reports: Play Activity Reports Which activities have been completed and which have been skipped Play Activity Reports are the heart of productivity and visibility. These reports show Playbooks users and managers what actions have or have not been completed in Playbooks. These reports can easily be modified to show...

Salesforce Reports: Call Outcome Reports How Effective are your Outgoing Calls Call Outcomes hold important information about your current call strategies, but you must be careful in how you interpret the results. Just knowing how many calls a rep or team has made does not lead to advanced strategy or...

Salesforce Reports: Email Outcome Reports How Effective Are Your Emails The Email Outcome Reports give deeper insight than how many emails a rep or team is sending. These reports allow a manager and operations team to analyze and A/B test subject lines and templates being used by the team. They...