Reports about sales performance and sales analysis

SECURITY  Refer to Required Permission for each report

NAVIGATION  Refer to Path for each report. Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance. To publish a LiveReport, refer to Publishing LiveReports.

Standard reports

Sales quota performance

Required Permission Security level with access to Reports > CRM category and permission to view Opportunities
Path > Reports > Report Categories > CRM >  Opportunities
Description Comparison between sales quota and actual performance values for selected resources and date range.

Sales quota performance summary

Required Permission Security level with access to Reports > CRM category and permission to view Opportunities
Path > Reports > Report Categories > CRM >  Opportunities section
Description Comparison between sales quota and actual performance values by revenue stream and date range. This report is a pivot of the Sales Quota Performance report.

Sales stage analysis

Required Permission Security level with access to Reports > CRM category and permission to view Opportunities
Path > Reports > Report Categories > CRM >  Opportunities section
Description Opportunity amounts and percentage of opportunities at different stages in the sales process.
 
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