{"id":22721,"date":"2022-06-08T14:01:09","date_gmt":"2022-06-08T14:01:09","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=22721"},"modified":"2026-03-18T08:30:02","modified_gmt":"2026-03-18T08:30:02","slug":"sales-analysis-reports","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/","title":{"rendered":"10 Sales Analysis Reports To Improve Sales Performance"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">For every sales leader, the main challenge is to measure the progress of their campaigns effectively.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While metrics such as revenue and profit generated can give an idea of how successful your sales strategies have been, they do not describe factors affecting your team\u2019s performance, current and future market trends, and the efficacy of your sales strategies.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is why you need a proper sales analysis report that helps you analyze specific metrics or components to measure overall sales performance.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A sales analysis report provides detailed insights into the strengths and weaknesses of your company\u2019s sales campaigns, the performance of individual sales reps, sales management, current and expected sales trends, customer data, and so on.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There are different types of sales analysis reports, including sales cycle length reports, conversion rates reports, lead response time reports, sales call reports, and many more. <strong>We&#8217;ll cover them all in this article.<\/strong><\/span><\/p>\n<p><span style=\"font-weight: 400;\">But first, let us take a look at how to create a <a href=\"https:\/\/www.engagebay.com\/blog\/daily-sales-report\/\">sales analysis report<\/a>.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey 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.engagebay.com\/blog\/sales-analysis-reports\/#How_to_Write_a_Sales_Report\" >How to Write a Sales Report?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#1_Determine_Your_Target_Audience\" >#1. Determine Your Target Audience<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#2_Decide_How_Your_Sales_Report_Will_Look\" >#2. Decide How Your Sales Report Will Look<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#3_Include_the_Relevant_Information\" >#3. Include the Relevant Information<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#4_Present_the_Information_Appropriately\" >#4. Present the Information Appropriately<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#5_Compile_the_Data\" >#5. Compile the Data<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#6_Determine_the_Past_and_Current_Periods\" >#6. Determine the Past and Current Periods<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#7_Verify_Your_Data\" >#7. Verify Your Data<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#8_Justify_Your_Data\" >#8. Justify Your Data<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#10_Types_of_Sales_Analysis_Report_That_You_Need_to_Know_About\" >10 Types of Sales Analysis Report That You Need to Know About<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#1_Sales_Pipeline_Report\" >#1. Sales Pipeline Report<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#2_Conversion_Rates_Report\" >#2. Conversion Rates Report<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#3_Average_Sales_Cycle_Length_Report\" >#3. Average Sales Cycle Length Report<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#4_Revenue_Report\" >#4. Revenue Report<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#5_Sales_Call_Reports\" >#5. Sales Call Reports<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#6_Sales_Opportunity_Report\" >#6. Sales Opportunity Report<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#7_Sales_and_Order_Report\" >#7. Sales and Order Report<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#8_Won_and_Lost_Deals_Analysis_Report\" >#8. Won and Lost Deals Analysis Report<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#9_Churned_Customers_Report\" >#9. Churned Customers Report<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#10_Marketing_Collateral_Usage_Report\" >#10. Marketing Collateral Usage Report<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<h2><span class=\"ez-toc-section\" id=\"How_to_Write_a_Sales_Report\"><\/span>How to Write a Sales Report?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Creating a report on a daily, weekly, and monthly sales basis can help increase your sales team&#8217;s performance. It enables you to analyze comprehensive sales activities taking place within your company.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It allows you to determine any bottleneck in your process and rectify it before it creates any real issue. Besides, it gives insight into the different <a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-vs-sales-funnel\/\">sales funnel<\/a> steps.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can also track the performance of all the sales executives on the team.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Thanks to sales data analysis software, <a href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis\/\">creating sales reports<\/a> has never been this easy. It helps create interactive reports that are easy to understand and doesn\u2019t require any technical skills to generate them.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While there are no strict rules about creating a sales report, it depends on the internal workflows of the specific company. That being said, let\u2019s look at the traditional method of creating a sales report.&nbsp;<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-22725 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.52.07-PM.png\" alt=\"business intelligence tool\" width=\"1238\" height=\"826\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.52.07-PM.png 1238w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.52.07-PM-300x200.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.52.07-PM-1024x683.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.52.07-PM-768x512.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.52.07-PM-595xh.png 595w\" sizes=\"(max-width: 1238px) 100vw, 1238px\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Determine_Your_Target_Audience\"><\/span>#1. Determine Your Target Audience<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Before creating a sales report, the first and foremost step is to decide who your target audience is.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here, the target audience implies the people you would be presenting the sales report to.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you are writing a sales analytics report for your executives, they would prefer a summarized version.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">On the other hand, the head of sales would prefer a document that includes a lot of key performance indicators (KPIs) and data on current and future sales performance.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Decide_How_Your_Sales_Report_Will_Look\"><\/span>#2. Decide How Your Sales Report Will Look<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A sales report is more than just a document containing numbers and charts.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It should be visually appealing and easy to understand.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your sales data analysis report should be presented in such a way that it is not too cluttered and can be read easily.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To create such reports, you can access any sales analysis template online or use a <a href=\"https:\/\/www.engagebay.com\/products\/crm\">CRM platform<\/a>.<\/span><\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/inside-vs-outside-sales\/\">Read also: Inside vs Outside Sales \u2013 Their Pros and Cons, Structure, Tools<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"3_Include_the_Relevant_Information\"><\/span>#3. Include the Relevant Information<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Once you have determined the target audience and the outline of your sales report, it is time to add information.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Depending upon who the report will be presented to, you should only include the relevant information.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Do not add details that are not important to the stakeholders. This will only make your report look cluttered and difficult to understand.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_Present_the_Information_Appropriately\"><\/span>#4. Present the Information Appropriately<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">After you have decided what information to include in your sales report, it is time to work on the presentation.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ensure that your report does not include too many charts or tables, too many numbers, or text. There should be a balance so that users can grasp information quickly.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can also add a few images to make your report eye-catching and easy to read.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"5_Compile_the_Data\"><\/span>#5. Compile the Data<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Before you start preparing your sales report, you need to know what datasets you are using.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Compiling data implies logging into your CRM platform and gathering data by either downloading it or converting it into reports right from the sales dashboard.&nbsp;<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"6_Determine_the_Past_and_Current_Periods\"><\/span>#6. Determine the Past and Current Periods<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">While compiling your sales data, you should determine the time periods you want to use for presenting your report.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This could be weekly data, monthly, quarterly, semi-annually, or yearly. Ideally, creating a sales report should be a regular event and not a one-time thing when you have to present your reports to the stakeholders.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For the chosen time period, always compare the data to an equivalent prior period.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This will give you a better understanding of whether your sales performance is improving or not.&nbsp;<\/span><\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/sales-performance-metrics\/\">Read also: The ONLY 8 Sales Performance Metrics That Matter<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"7_Verify_Your_Data\"><\/span>#7. Verify Your Data<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">After you have collected the required data, don\u2019t forget to double-check it.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Make sure that the data has been taken from a reliable source and is verifiable. Moreover, make sure that the information on your report is not too much or too little. The report should be balanced and include all the important details.<\/span><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<h3><span class=\"ez-toc-section\" id=\"8_Justify_Your_Data\"><\/span>#8. Justify Your Data<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">While presenting your sales report, it is not just enough to display the numbers.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You need to back up with reasons as to why your revenue has increased or declined.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As a sales manager, do not assume that your team members already know the rationale behind sales performance.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Thus, your graphs and tables should be accompanied by a written explanation of why your company reported certain figures during a particular period and what steps, if any, are being taken to improve performance.<\/span><\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis\/\">Read also: Sales Analysis &#8212; Definition, Types and Why It\u2019s Important for Business<\/a><\/p><\/blockquote>\n<h2><span class=\"ez-toc-section\" id=\"10_Types_of_Sales_Analysis_Report_That_You_Need_to_Know_About\"><\/span>10 Types of Sales Analysis Report That You Need to Know About<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">There are various types of sales reports that need to be created to make different decisions related to sales. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s look at the key ones here.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Sales_Pipeline_Report\"><\/span>#1. Sales Pipeline Report<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<figure id=\"attachment_22650\" aria-describedby=\"caption-attachment-22650\" style=\"width: 1920px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/crm\/sales-crm\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-22650 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/13.-Sales-KPI.png\" alt=\"Sales KPI dashboard example from EngageBay\" width=\"1920\" height=\"937\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/13.-Sales-KPI.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/13.-Sales-KPI-300x146.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/13.-Sales-KPI-1024x500.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/13.-Sales-KPI-768x375.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/13.-Sales-KPI-1536x750.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/13.-Sales-KPI-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/a><figcaption id=\"caption-attachment-22650\" class=\"wp-caption-text\"><em>Sales KPI dashboard example from EngageBay<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">A <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-a-sales-pipeline\/\">sales pipeline<\/a> report provides a visual representation of your leads as they progress through the <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-a-sales-pipeline\/\">different stages of the sales cycle<\/a>.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This gives you an overview of how many leads are there in your pipeline and at which stage.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The report also gives information on which deals are most likely to convert, which you could lose altogether, and how much impact each lead has on your sales funnel.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Conversion_Rates_Report\"><\/span>#2. Conversion Rates Report<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-22727\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.53.12-PM.png\" alt=\"Conversion Rates Report\" width=\"962\" height=\"634\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.53.12-PM.png 962w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.53.12-PM-300x198.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.53.12-PM-768x506.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.53.12-PM-595xh.png 595w\" sizes=\"(max-width: 962px) 100vw, 962px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Conversion rate refers to the ability to convert prospects into leads and leads into customers.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using a conversion rates report, you can get a picture of the number of <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-qualified-leads\/\">qualified leads<\/a> that were converted into customers, along with a visual representation of the conversion rate over a given time period.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Moreover, you can also see the conversion rate for each sales rep, helping you understand which team members are performing well and those that are underperforming.<\/span><\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/sales-report-template\/\">Read also: Sales Report Template: How and Why to Create One<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"3_Average_Sales_Cycle_Length_Report\"><\/span>#3. Average Sales Cycle Length Report<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-22728\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.53.39-PM.png\" alt=\"Average Sales Cycle Length Report\" width=\"1002\" height=\"860\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.53.39-PM.png 1002w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.53.39-PM-300x257.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.53.39-PM-768x659.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.53.39-PM-595xh.png 595w\" sizes=\"(max-width: 1002px) 100vw, 1002px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">A sales cycle length report tells you the average time it takes for an individual salesperson to close a deal.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The report gives you an idea of the performance of your sales team and how efficient your sales process is.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using an average sales cycle length report, you can get a breakdown of the length of the various stages of the sales cycle. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">It also tells you how many days it takes to accomplish the steps involved, such as looking for sales opportunities, finding prospects, negotiating, and closing deals.&nbsp;<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_Revenue_Report\"><\/span>#4. Revenue Report<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-22729 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.54.04-PM.png\" alt=\"sales revenue report\" width=\"958\" height=\"782\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.54.04-PM.png 958w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.54.04-PM-300x245.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.54.04-PM-768x627.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.54.04-PM-595xh.png 595w\" sizes=\"(max-width: 958px) 100vw, 958px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">A revenue report gives you an overview of how your revenue is being generated.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If your company has more than one product or service, the report provides a breakdown of the sales generated by each product or service.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Furthermore, you can also get an idea of the revenue generated by every sales rep, the number of sales earned through different channels, and the flow of revenue over a given period of time.<\/span><\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/sales-velocity\/\">Read also: What is Sales Velocity and How Do You Measure this Metric?<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"5_Sales_Call_Reports\"><\/span>#5. Sales Call Reports<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-22730\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.54.35-PM.png\" alt=\"Sales Call Reports\" width=\"924\" height=\"704\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.54.35-PM.png 924w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.54.35-PM-300x229.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.54.35-PM-768x585.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.54.35-PM-595xh.png 595w\" sizes=\"(max-width: 924px) 100vw, 924px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Besides the number of deals closed, another way to measure the <a href=\"https:\/\/www.engagebay.com\/blog\/category\/sales\/page\/2\/\">performance of your sales team<\/a> is through sales call reports.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A sales call report tells you the number of outbound calls made by the reps and how many calls helped convert prospects into leads or leads into customers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using a sales call report provides valuable insight into the productivity and efficiency of your sales team. It helps you understand which sales reps are converting the maximum number of leads as well as which of them are underperforming.<\/span><\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/sales-call-recording\/\">Read also: How Sales Call Recording Helps Build an Effective Sales Team<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"6_Sales_Opportunity_Report\"><\/span>#6. Sales Opportunity Report<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<figure id=\"attachment_22659\" aria-describedby=\"caption-attachment-22659\" style=\"width: 1920px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/crm\/sales-crm\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-22659 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/16.-Sales-opportunity.png\" alt=\"Sales opportunity dashboard example from EngageBay\" width=\"1920\" height=\"1080\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/16.-Sales-opportunity.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/16.-Sales-opportunity-300x169.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/16.-Sales-opportunity-1024x576.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/16.-Sales-opportunity-768x432.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/16.-Sales-opportunity-1536x864.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/16.-Sales-opportunity-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/a><figcaption id=\"caption-attachment-22659\" class=\"wp-caption-text\"><em>Sales opportunity report example from EngageBay<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">A sales opportunity report provides a detailed overview of the current opportunities for your business, the average purchase value of your product, any new <a href=\"https:\/\/www.engagebay.com\/blog\/sales-opportunities\/\">sales opportunities<\/a>, and lost opportunities or purchases. In other words, it helps with sales forecasting for your organization.&nbsp;&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using a sales opportunity report, you as a sales leader can gauge the number of opportunities your sales teams have been able to convert versus the prospects they have lost and why.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This will help you understand why certain sales reps are underperforming, and the steps that need to be undertaken to implement better sales strategies.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"7_Sales_and_Order_Report\"><\/span>#7. Sales and Order Report<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-22732\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.55.36-PM.png\" alt=\"Sales and Order Report\" width=\"966\" height=\"656\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.55.36-PM.png 966w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.55.36-PM-300x204.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.55.36-PM-768x522.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.55.36-PM-595xh.png 595w\" sizes=\"(max-width: 966px) 100vw, 966px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">To get a breakdown of customer sales analysis, it is best to use a sales and order report.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A sales and order report gives a detailed look into how your customers spend money, which products generate the maximum revenue, and which consumers have spent the maximum amount on your products and services.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using a sales and order report, you can compare past and current sales volume.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It can also help you understand why certain products are more popular among customers and why some clients spend more than others.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With this information, you can then design strategies to target inactive consumers and market products with lower sales better.<\/span><\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/sales-prospecting-tools\/\">Read also: 15 Sales Prospecting Tools For a Tight Budget<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"8_Won_and_Lost_Deals_Analysis_Report\"><\/span>#8. Won and Lost Deals Analysis Report<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/crm\/sales-crm\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-22928 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/image3.png\" alt=\"EngageBay Sales dashboard\" width=\"1366\" height=\"656\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/image3.png 1366w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/image3-300x144.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/image3-1024x492.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/image3-768x369.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/image3-595xh.png 595w\" sizes=\"(max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">While it is important to track deals that have not been converted yet, it is also crucial to keep a track of the deals won or lost.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A won and lost deals analysis report represent the total number and the percentage of deals won or lost by your sales team. This is particularly important to understand how many leads are there on the pipeline and how many are getting converted into paying customers.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Besides, having those won and lost deals broken down by each sales rep&#8217;s performance is an excellent way to know if they are meeting their targets or not.&nbsp;<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"9_Churned_Customers_Report\"><\/span>#9. Churned Customers Report<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-22734\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.56.28-PM.png\" alt=\"Churned Customers Report\" width=\"1202\" height=\"472\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.56.28-PM.png 1202w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.56.28-PM-300x118.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.56.28-PM-1024x402.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.56.28-PM-768x302.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.56.28-PM-595xh.png 595w\" sizes=\"(max-width: 1202px) 100vw, 1202px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">A churn rate, or customer turnover rate, is defined as the number of clients your business is losing in a given time period.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A churned customers report shows you how many consumers you have lost by comparing past and current performance.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The example shown here displays a graph with the percentage of customers that a company has lost from November 2013 to September 2014.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This gives an idea of whether your turnover rate has increased or decreased and helps discover its reasons.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using the churned customers report, you can reframe your sales and marketing campaigns better and address any roadblocks.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"10_Marketing_Collateral_Usage_Report\"><\/span>#10. Marketing Collateral Usage Report<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-22735\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.56.53-PM.png\" alt=\"Marketing Collateral Usage Report\" width=\"1104\" height=\"722\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.56.53-PM.png 1104w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.56.53-PM-300x196.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.56.53-PM-1024x670.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.56.53-PM-768x502.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/05\/Screenshot-2022-05-27-at-12.56.53-PM-595xh.png 595w\" sizes=\"(max-width: 1104px) 100vw, 1104px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">A marketing collateral usage report helps you analyze your company\u2019s sales and marketing content.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The report gives you an idea of the content that users interact with the most and which documents have remained untouched or unused.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It also helps you understand the number of visitors or users per content or session and allows your sales team to create better and more engaging content in the future.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This, in turn, pushes for higher conversion rates.<\/span><\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/what-is-sales-dashboard\/\">Related blog: What is a Sales Dashboard And How to Create The Perfect One<\/a><\/p><\/blockquote>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span>Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Creating a sales analysis report may seem like an overwhelming task.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But once you are clear about the KPIs you want to measure and the sales goals to achieve, it becomes easy to define the type of sales analysis report you need to create and track.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s crucial for even a small business; it helps you understand the sales performance of your company and the metrics that can improve customer satisfaction.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These reports are of various types and allow you to address any challenges, helping increase your customer base and revenue.&nbsp;<\/span><\/p>\n<p>If you want to know how <a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a> can help you generate detailed, customized sales reports, just <a href=\"https:\/\/app.engagebay.com\/signup\">sign up for free<\/a> and our experts will guide you through it all.<\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; 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