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Frequently Asked Questions aero-right CRM 101 aero-right What are the Default CRM Reports?

What are the Default CRM Reports?

CRM 101 Updated on June 25, 2019

Your Benchmark CRM account holds Default Reports to help you manage your data in a more effective manner. 

These Reports are contained in report folders for the various record types the CRM has available. Following are the steps to locate the default reports in your CRM account. 

  1. Log in your Benchmark CRM account. 
  2. From the left navigation, select Reports. 
  3. The Reports dashboard lists all the types of default reports along with the private reports folder. 
  4. Benchmark CRM categorizes the default reports in individual folders per the name of the module. You can always reach out to the module in concern and access the default reports. 

You can also create and customize your own Reports to best fit your organization’s needs. 

Below is a list of the Default CRM Reports available:

Activity Reports
  • Today’s Calls – see all the calls for your company, sorted by owner
  • Task and Events – see all the task and event activities for your company, sorted by activity owner

Lead Reports
  • Converted Leads – A list of leads that have been converted to contacts, opportunities and organizations
  • Leads by Industry – a nice summary report that groups your leads by their reported industry type
  • Leads by Owner – see your company’s leads sorted by record owner
  • Leads by Source – a summary report that groups your leads by their reported sources
  • Leads by Status – a summary report that groups your leads by their reported status

  

Opportunity Reports
  • Lost Opportunities – lists only those that have a “closed lost” status
  • Open Opportunities – lists all those whose status not “closed lost” or “closed won”
  • Opportunities by Stage – groups opportunities by their various milestone/stages
  • Opportunities by Type – groups opportunities by their reported type
  • Opportunities Closing this Month – shows the opportunities that are expected to close in the calendar month
  • Pipeline by Probability – by seeing your opportunities by their probabilities helps you gauge the possible revenue for your company
  • Sales by Lead Source – groups opportunities by their sources
  • Salesperson Performance – shows all the won opportunities, grouped by owner (salesperson)
  • This Month’s Sales – shows the “closed won” opportunities whose expected date was in the calendar month
  • Today’s Sales – shows the “closed won” opportunities whose expected date is today

People and Organization Reports
  • Contact Mailing List – shows all your contacts and their phone, email and mail details
  • Key Organizations – shows the organization with whom you do business and their opportunities
  • Organizations by Industry – a summary report that groups your organizations by their reported industry

Project Reports
  • Closed Projects – all your closed projects listed
  • Open Projects – all your open projects 

Project Reports
  • Backlog of Tickets – View tickets whose status = pending
  • New Tickets – Tickets Created within the last 24 Hours 
  • Solved Tickets – View tickets whose status = solved
  • Tickets by Channel – View tickets grouped by ticket source

Utilizing Default Reports to store data will help you have access and availability for better management. 

You can always clone any of the default report and customize them per your requirement. In order to clone an existing report, please follow the below steps. 

  1. Log in to your Benchmark CRM account. 
  2. From the left navigation, select Reports.
  3. Open the module folder you want to create a report for.
  4. Click the small arrow next to the name of the default report and select clone

If you have additional questions, please feel free to contact our Support team via email and LiveChat.

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