{"id":113914,"date":"2025-06-04T12:24:04","date_gmt":"2025-06-04T10:24:04","guid":{"rendered":"https:\/\/www.livespace.io\/?p=113914"},"modified":"2025-06-11T13:14:03","modified_gmt":"2025-06-11T11:14:03","slug":"crm-reporting","status":"publish","type":"post","link":"https:\/\/www.livespace.io\/en\/blog\/crm-reporting\/","title":{"rendered":"CRM reporting: The beginner&#8217;s guide for sales managers"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents:<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.livespace.io\/en\/blog\/crm-reporting\/#What_is_CRM_reporting\" >What is CRM reporting?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.livespace.io\/en\/blog\/crm-reporting\/#Why_is_CRM_reporting_important_for_sales_managers\" >Why is CRM reporting important for sales managers?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.livespace.io\/en\/blog\/crm-reporting\/#What_is_the_difference_between_standard_sales_reports_vs_custom_sales_reports\" >What is the difference between standard sales reports vs custom sales reports?\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.livespace.io\/en\/blog\/crm-reporting\/#1_Lead_Qualification_Funnel\" >1. Lead Qualification Funnel<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.livespace.io\/en\/blog\/crm-reporting\/#2_Deals_Closed_per_Sales_Rep\" >2. Deals Closed per Sales Rep<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.livespace.io\/en\/blog\/crm-reporting\/#3_Win_Rate_by_Time_and_Source\" >3. Win Rate by Time and Source<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.livespace.io\/en\/blog\/crm-reporting\/#4_Average_Deal_Value_Month_over_Month\" >4. Average Deal Value (Month over Month)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.livespace.io\/en\/blog\/crm-reporting\/#5_Lost_Deal_Reasons\" >5. Lost Deal Reasons<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.livespace.io\/en\/blog\/crm-reporting\/#6_Sales_Rep_Activity_Report\" >6. Sales Rep Activity Report<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.livespace.io\/en\/blog\/crm-reporting\/#CRM_reporting_software_for_sales_managers\" >CRM reporting software for sales managers<\/a><\/li><\/ul><\/nav><\/div>\n<p><span style=\"font-weight: 400;\">When going into CRM reporting for the first time in your sales career, it can feel like stepping into a sea of data. If you have a solid sales experience on the front lines, but have limited knowledge on analytics and sales reporting, this beginner\u2019s guide will help you cut through the noise.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_is_CRM_reporting\"><\/span><span style=\"font-weight: 400;\">What is CRM reporting?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><a href=\"https:\/\/www.livespace.io\/en\/blog\/what-is-crm-everything-you-need-to-know\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">CRM reporting <\/span><\/a><span style=\"font-weight: 400;\">is the process of gathering and analyzing sales data from your Customer Relationship Management (CRM) system to track performance, spot trends, and make informed decisions. It helps sales managers understand what\u2019s working, what\u2019s not, and how their team is progressing toward goals.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Instead of drowning in raw data, CRM reports organize key sales metrics \u2013 such as revenue, pipeline health, and customer interactions \u2013 into easy-to-read dashboards and charts. This allows sales managers to quickly see which deals are moving forward, which reps need support, and where to focus their efforts to improve results.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Think of CRM reporting as your sales team\u2019s scoreboard. It provides real-time insights so you can make smarter, faster decisions without relying on gut instinct alone.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Why_is_CRM_reporting_important_for_sales_managers\"><\/span><span style=\"font-weight: 400;\">Why is CRM reporting important for sales managers?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span style=\"font-weight: 400;\">Helps you change or optimize your entire sales process\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">CRM reporting helps sales managers optimize their entire sales process by providing data-driven insights that allow them to track performance, identify bottlenecks, and adjust strategies accordingly. By using reports that cover key metrics such as sales opportunities, conversion rates, and sales velocity, managers can pinpoint areas where improvements are needed.<\/span><\/p>\n<p><b>Example: <\/b><span style=\"font-weight: 400;\">If your sales team\u2019s conversion rate from leads to opportunities is lower than expected and your CRM report shows that leads are getting stuck in the initial stage for too long, you know you need to take action. This might involve refining the lead qualification criteria, providing additional training on follow-up best practices, or motivating reps to engage with leads more quickly in order to improve conversions.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Keeps your team on track<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">CRM reports show if your team is on pace to meet sales targets, helping you act before problems arise.<\/span><\/p>\n<p><b>Example:<\/b><span style=\"font-weight: 400;\"> If your monthly revenue target is $100,000 and your CRM report shows you\u2019ve only closed $30,000 by mid-month, you know you need to push harder in the coming weeks, whether by motivating reps, prioritizing high-value deals, or adjusting sales tactics.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Identifies top opportunities<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Instead of chasing every lead, CRM reports highlight deals that are most likely to close, allowing you to focus your efforts effectively.<\/span><\/p>\n<p><b>Example:<\/b><span style=\"font-weight: 400;\"> Your CRM report may show that deals in a specific industry (e.g., SaaS companies) close 30% faster than others. With this insight, you can direct your team to prioritize similar prospects, increasing efficiency and revenue.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Improves coaching<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">CRM data helps you understand individual sales reps&#8217; strengths and weaknesses, so you can provide targeted coaching.<\/span><\/p>\n<p><b>Example:<\/b><span style=\"font-weight: 400;\"> If a report shows that Rep A is great at booking meetings but struggles to close deals, you can coach them on negotiation techniques or assign them a mentor. On the other hand, if Rep B has a high close rate but few new opportunities, you may encourage them to prospect more actively.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Saves time<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Instead of manually tracking progress in spreadsheets, CRM reporting automates data collection and analysis, making decision-making faster and easier.<\/span><\/p>\n<p><b>Example:<\/b><span style=\"font-weight: 400;\"> Instead of asking each rep how many calls they made or deals they closed, you can generate a report in seconds that shows key sales activities, saving hours of admin work.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Justifies strategy changes<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When making decisions \u2013 whether it\u2019s increasing budgets, shifting markets, or tweaking sales tactics \u2013 data-driven reports give you the proof you need.<\/span><\/p>\n<p><b>Example:<\/b><span style=\"font-weight: 400;\"> If a CRM report reveals that outbound cold calls generate only a 5% conversion rate, but warm referrals convert at 30%, you can justify reallocating resources toward referral programs instead of traditional cold outreach.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In short, CRM reporting isn\u2019t just about numbers, it\u2019s about gaining insights that help you lead with confidence and drive better sales results.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_is_the_difference_between_standard_sales_reports_vs_custom_sales_reports\"><\/span><span style=\"font-weight: 400;\">What is the difference between standard sales reports vs custom sales reports?\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">While standard sales reports are a great starting point for first-time managers, they can quickly fall short as your business grows and your sales processes become more complex. At some point, you&#8217;ll want more flexibility \u2013 to reflect your company\u2019s specific goals, workflows, and data points. That\u2019s why it\u2019s important to use a tool that offers both: ready-to-use templates for the most common reports and powerful customization capabilities for everything else.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With custom sales reports, you can focus on the metrics that really matter to your team, all directly within your CRM. For teams that need to go beyond surface-level insights, standard reports only scratch the surface. Custom ones offer the freedom to tailor everything to match your business, process, and strategy.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What\u2019s great about the new reporting in Livespace is that it gives you exactly that flexibility. You can build your own reports using pre-configured, ready-to-click templates, perfect for quickly creating dashboards. Even better, data from various reports across Livespace is now accessible in a single view. You\u2019ll also be able to configure elements that aren\u2019t even available in other CRMs, giving you full control.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What really sets it apart is the ability to combine data from multiple sources \u2013 contacts, opportunities, activities \u2013 into one cohesive dashboard. Think of it as your 360\u00b0 view of sales performance. You can even merge sales processes into a single funnel, giving you insights like how many contacts were generated, how many deals created, and your overall conversion rate from open to closed-won.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We\u2019ve also added advanced metrics like Sales Velocity, a powerful indicator of pipeline health. It multiplies number of open opportunities by average deal value by <\/span><a href=\"https:\/\/www.livespace.io\/en\/blog\/sales-win-rate\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">win rate<\/span><\/a><span style=\"font-weight: 400;\"> divided by sales cycle length<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This gives you a real-time view of how fast and how much you&#8217;re selling over time \u2013 whether by week, month, or quarter \u2013 helping you spot trends and react quickly.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And that\u2019s just the beginning. New data points are being added soon, including building blocks like \u201cemails by mailbox\u201d and others that you can mix and match to create tailored views. Eventually, there may even be an SQL option for advanced users, like having Business Intelligence, but built specifically for sales teams.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Too often, sales managers are stuck choosing between overly rigid CRMs with no flexibility, where you have to build everything from scratch. With Livespace, you get the best of both worlds: structured reports when you need them, and the freedom to build whatever you want once you\u2019re ready.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s like LEGO for sales reporting \u2014 start with the basics, then build exactly what your team needs.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There are a few reports, which I think are critical from a sales manager\u2019s perspective. Keep them in mind while choosing your <\/span><a href=\"https:\/\/www.livespace.io\/en\/blog\/choosing-a-crm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">CRM software<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"1_Lead_Qualification_Funnel\"><\/span><b>1. Lead Qualification Funnel<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-113921\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image4.png\" alt=\"CRM reporting; lead qualification funnel \" width=\"772\" height=\"480\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image4.png 772w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image4-300x187.png 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image4-768x478.png 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image4-705x438.png 705w\" sizes=\"(max-width: 772px) 100vw, 772px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">This report shows how leads move through each stage of the qualification process \u2014 from first contact to being passed on to the sales team. It visualizes volume at each step and the drop-off rate between them, giving you a clear picture of where prospects are in your pipeline and where they&#8217;re falling out.<\/span><\/p>\n<p><b>Benefits:<\/b><span style=\"font-weight: 400;\"> Helps identify where leads are being lost and which stages need improvement \u2014 whether it&#8217;s follow-up timing, qualification criteria, or messaging. This visibility allows you to optimize your qualification process and ensure fewer high-quality leads slip through the cracks.<\/span><\/p>\n<p><b>Example use case:<\/b><span style=\"font-weight: 400;\"> The sales manager notices a significant drop between &#8220;contact made&#8221; and &#8220;need confirmed.&#8221; After reviewing the script and qualification flow, the team updates its lead scoring process and improves follow-up timing. Within a month, the conversion rate between these stages improves by 25%, resulting in more qualified opportunities entering the pipeline.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This type of report is particularly valuable because it focuses on the early stages of your sales process, where small improvements can have massive downstream effects. If you can increase your qualification rate by even 10%, that translates directly into more opportunities and, ultimately, more closed deals.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"2_Deals_Closed_per_Sales_Rep\"><\/span><b>2. Deals Closed per Sales Rep<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-113925\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image3.png\" alt=\"CRM reporting; Deals Closed per Sales Rep\" width=\"772\" height=\"480\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image3.png 772w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image3-300x187.png 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image3-768x478.png 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image3-705x438.png 705w\" sizes=\"(max-width: 772px) 100vw, 772px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">This report shows how many deals each rep has successfully closed over a selected period. Results can be filtered by time, source, or team, giving you flexibility to analyze performance from multiple angles.<\/span><\/p>\n<p><b>Benefits:<\/b><span style=\"font-weight: 400;\"> Allows managers to measure individual performance, track consistency, and identify top performers as well as those needing support. It&#8217;s essential for fair performance evaluations and helps you spot patterns in success that can be replicated across the team.<\/span><\/p>\n<p><b>Example use case:<\/b><span style=\"font-weight: 400;\"> A team is launching a new product. The manager checks which rep is closing the most deals and invites them to share their approach in a team training session. The top performer reveals they&#8217;ve been focusing on specific objection-handling techniques that resonate with prospects. The manager rolls out this approach to the entire team, leading to a 20% increase in overall close rates for the new product.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What makes this report particularly powerful is its simplicity \u2013 it cuts straight to the bottom line. While other metrics matter, deals closed is the ultimate measure of sales success. It helps you identify who&#8217;s consistently delivering results and who might need additional coaching or support.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"3_Win_Rate_by_Time_and_Source\"><\/span><b>3. Win Rate by Time and Source<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-113931\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image6.png\" alt=\"CRM reporting; Win Rate by Time and Source\" width=\"772\" height=\"480\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image6.png 772w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image6-300x187.png 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image6-768x478.png 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image6-705x438.png 705w\" sizes=\"(max-width: 772px) 100vw, 772px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">This report displays volume of deals won, broken down by lead source (e.g., form, referral, call) and time period (e.g., monthly or quarterly). It gives you both the quality perspective of where your best leads come from and the temporal view of how your team&#8217;s performance evolves.<\/span><\/p>\n<p><b>Benefits:<\/b><span style=\"font-weight: 400;\"> Helps compare the quality of leads from different sources and track performance trends over time. This dual perspective allows you to optimize both your lead generation strategy and identify seasonal or cyclical patterns in your sales performance.<\/span><\/p>\n<p><b>Example use case:<\/b><span style=\"font-weight: 400;\"> Marketing notices that leads from webinars convert better than those from paid ads \u2013 45% win rate versus 25%. They shift more budget toward educational campaigns to maximize efficiency. Additionally, they notice win rates dip every Q4, so they adjust expectations and increase activity levels during that period to maintain revenue targets.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This report is crucial for aligning sales and marketing efforts. When you can clearly see which sources produce the highest-converting leads, you can guide marketing to double down on those channels. It also helps set realistic expectations and quotas based on historical performance patterns.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"4_Average_Deal_Value_Month_over_Month\"><\/span><b>4. Average Deal Value (Month over Month)<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-113935\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image5.png\" alt=\"CRM reporting; Average Deal Value (Month over Month)\" width=\"772\" height=\"480\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image5.png 772w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image5-300x187.png 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image5-768x478.png 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image5-705x438.png 705w\" sizes=\"(max-width: 772px) 100vw, 772px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">This report tracks how the average value of closed deals changes month to month, providing insight into whether your deals are getting larger or smaller over time and helping you spot trends in customer behavior.<\/span><\/p>\n<p><b>Benefits:<\/b><span style=\"font-weight: 400;\"> Useful for spotting pricing trends, changes in customer behavior, and the impact of promotions or new offerings. It also helps you understand if your team is moving upmarket or if external factors are affecting deal sizes.<\/span><\/p>\n<p><b>Example use case:<\/b><span style=\"font-weight: 400;\"> The average deal value increases steadily after launching a bundled offer \u2013 from $5,000 to $7,500 over three months. Sales decides to focus on upselling the bundle as a core part of the pitch, and they update their sales materials to highlight the bundle&#8217;s value proposition. This strategic shift results in sustained higher deal values and improved profit margins.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This report is particularly important for forecasting and resource planning. If deal values are trending upward, you might need fewer deals to hit your targets. If they&#8217;re trending downward, you&#8217;ll need to increase volume or investigate what&#8217;s causing the decline.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"5_Lost_Deal_Reasons\"><\/span><b>5. Lost Deal Reasons<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-113937\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image1.png\" alt=\"CRM reporting; Lost Deal Reasons\" width=\"772\" height=\"480\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image1.png 772w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image1-300x187.png 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image1-768x478.png 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image1-705x438.png 705w\" sizes=\"(max-width: 772px) 100vw, 772px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">This report breaks down the most common reasons deals are lost \u2014 such as no decision, budget constraints, or competition \u2014 with filtering options by product, team, or time. It provides crucial insight into what&#8217;s preventing your team from closing deals.<\/span><\/p>\n<p><b>Benefits:<\/b><span style=\"font-weight: 400;\"> Gives insight into what&#8217;s blocking sales from closing and guides improvements in messaging, qualification, or offer structure. Understanding why deals fail helps you address root causes rather than just symptoms.<\/span><\/p>\n<p><b>Example use case:<\/b><span style=\"font-weight: 400;\"> The team discovers that &#8220;no contact&#8221; is the top reason for lost deals at 33.3%, followed by &#8220;chose competitor&#8221; at 25%, and &#8220;too expensive&#8221; at 20.8%. To address the contact issue, they implement a more aggressive follow-up sequence and improve lead response times. For competitive losses, they enhance their differentiation messaging and competitive battle cards. To tackle pricing objections, they introduce value-based selling training and develop ROI calculators. After these targeted improvements, &#8220;no contact&#8221; losses drop to 20%, and overall win rates improve significantly.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This report is invaluable for continuous improvement. Every lost deal is a learning opportunity, and when you can spot patterns in why deals fail, you can proactively address those issues in future opportunities. It&#8217;s also helpful for competitive analysis \u2013 if you&#8217;re losing frequently to specific competitors, you know where to focus your differentiation efforts.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"6_Sales_Rep_Activity_Report\"><\/span><b>6. Sales Rep Activity Report<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-113939\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image2.png\" alt=\"CRM reporting; Sales Rep Activity Report\" width=\"772\" height=\"480\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image2.png 772w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image2-300x187.png 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image2-768x478.png 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/06\/image2-705x438.png 705w\" sizes=\"(max-width: 772px) 100vw, 772px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">This report tracks the number of actions completed by each sales rep \u2014 including emails sent, calls made, and meetings logged \u2014 within a given timeframe. It provides visibility into the effort and activity levels across your team.<\/span><\/p>\n<p><b>Benefits:<\/b><span style=\"font-weight: 400;\"> Reveals how active each rep is and allows for comparisons between effort and results. This helps identify if performance issues are due to skill gaps or activity levels, guiding your coaching approach accordingly.<\/span><\/p>\n<p><b>Example use case:<\/b><span style=\"font-weight: 400;\"> The top-performing rep consistently logs more calls than the rest of the team. The manager analyzes their workflow and encourages others to adopt similar habits, including better time blocking and more focused prospecting sessions. The team&#8217;s overall activity increased, leading to more opportunities and higher revenue.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This report helps answer a critical question: are performance differences due to skill or effort? If a rep is making plenty of calls but not closing deals, they likely need skills coaching. If they&#8217;re closing at a good rate but not making enough calls, they need activity coaching. It&#8217;s an essential tool for targeted performance improvement.<\/span><\/p>\n<p><b>Note:<\/b><span style=\"font-weight: 400;\"> You can filter all these reports by individual sales reps, time periods, lead sources, and other relevant criteria. This means you can easily compare how different teams are performing or benchmark one salesperson against the team average. It helps identify top performers, spot areas where extra support might be needed, and drive healthy competition within the team. This kind of granular visibility supports more informed coaching and better resource allocation.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"CRM_reporting_software_for_sales_managers\"><\/span><span style=\"font-weight: 400;\">CRM reporting software<\/span><span style=\"font-weight: 400;\"> for sales managers<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Without previous experience, getting a handle on <\/span><span style=\"font-weight: 400;\">CRM reporting tools <\/span><span style=\"font-weight: 400;\">can feel overwhelming \u2013 especially when you&#8217;re faced with either overly rigid reports or the need to build everything from scratch. Livespace strikes a balance between both of these options. It gives you access to ready-to-use reports for immediate insights while also offering flexibility to customize your CRM reporting as your needs evolve.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019re a first-time sales manager, we recommend trying out Livespace \u2013 <\/span><a href=\"https:\/\/www.livespace.io\/en\/book-a-demo\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">schedule a demo<\/span><\/a><span style=\"font-weight: 400;\"> to see how quickly and intuitively you can use reporting in our CRM!<\/span><\/p>\n<p>&nbsp;<\/p>\n<div style='text-align:center' class='yasr-auto-insert-visitor'><\/div>","protected":false},"excerpt":{"rendered":"<p>When going into CRM reporting for the first time in your sales career, it can feel like stepping into a sea of data. 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