How to Make a Sales Report to Improve Your Results

[mouakter13]

As managers and sales executives, we have to make critical decisions every day to achieve our goals. There's nothing better than being able to analyze reports to make smart decisions that help you focus on what truly matters: selling.

Imagine you're in a nursing home and you give a cell phone to someone over 85 who's there. At first, they'll be very confused and have no idea how to use it. I'm sure that even if you teach them how to use it, give them their family members' information, and explain how to send emails and text messages, most of them won't be able to use it again.

What do you think this short story has in common with your sales reports?

Data is of no use to you if you don't know how to use it to your advantage.

Nursing home residents have a tool with endless information in their hands, but they don't know how to use it and get the most out of it. Doesn't it help a lot to have a tool where you can get any kind of information if you don't know how to use it?

The same thing happens with sales reports in your CRM .

You need to turn sales data into actionable insights to boost sales performance.


3 steps your process report needs.
1. Automate data effectively: Nowadays, automating information in your company or in the task assigned to you is essential for proper functioning, since it not only helps you keep your information clear and organized, but also has other benefits such as:

Information formats become more user-friendly because you have a tool that controls information in a way that is accessible to all staff.
You can see how your reports are performing by generating dashboards that allow you to see the number of tasks being completed, what actions have been completed, and even the delivery times of all collaborators.
Documents are available to the people you want to share them with. Sometimes companies need to share information, whether across internal departments or even across locations, to complete a bc data brazil specific task. By automating the process, information is entered digitally for more convenient and easier access.
Human errors are reduced and there is a more precise focus on future operations.
Some current operations suffer from a lack of process automation. One of the common errors is entering data incorrectly, such as the amount charged, the prospect's contact information, losing information, or misplacing appointment dates. With process automation, we can avoid these and many other problems.

2. Generate simple and actionable reports with your data.


Discover and organize your current data: This phase helps us see the company's objectives and where it wants to go. We also need to be able to discover new technologies on the market that can help us generate our operations more quickly and strategically.
Evaluate our activities: With our database, we can analyze our current status and predict the future of our activities.
Analyze our vision: once we have in mind where we want to go, it is important to visualize if we have the necessary tools to achieve our objective and, if not, implement them to successfully carry out our efforts.