Understand your pipeline, customer growth and sales performance.
CRM specifies reports for the commercial questions sales leaders and operations teams need to answer. Each result needs a defined population, date and currency. Proposed pipeline, accepted bookings, invoices, collected cash and accounting revenue are distinct measures, even when they describe the same customer relationship.
Frozen/as-of open opportunity net committed value by stage, territory and rep, converted to a selected reporting currency with retained rates; weighted value uses probability/100, and stage conversion uses OpportunityHistory cohorts rather than current-stage counts.
Pipeline & forecasts · View preview
| Stage | Currency | Pipeline Amount | Weighted Amount | Opportunity Count |
|---|---|---|---|---|
| Discovery | CRR-79608 | 46,807.85 | 39,096.33 | 1 |
| Proposal | CRR-19021 | 11,905.59 | 46,444.83 | 3 |
| Negotiation | CRR-17016 | 35,355.84 | 27,261.05 | 6 |
| Discovery | CRR-98011 | 39,453.37 | 34,082.44 | 13 |
| Proposal | CRR-38195 | 38,376.20 | 10,875.35 | 35 |
| Negotiation | CRR-75020 | 28,303.65 | 25,575.75 | 15 |
Selected immutable rep submissions or manager rollups compared with frozen actual accepted net bookings through the same period cutoff/currency; child and parent submissions are never added together, managerial adjustments are visible, and reopened/superseded deals follow the stated correction cohort.
Pipeline & forecasts · View preview
| Entry Number | Category | Amount | Currency | Entry Type | Status |
|---|---|---|---|---|---|
| FE-12792 | Pipeline | 45,616.27 | CRR-88582 | RepSubmission | Draft |
| FE-23584 | BestCase | 6,513.51 | CRR-87474 | ManagerRollup | Submitted |
| FE-98211 | Commit | 13,220.87 | CRR-49123 | RepSubmission | Superseded |
| FE-94671 | Closed | 40,821.53 | CRR-94697 | ManagerRollup | Closed |
| FE-73884 | Pipeline | 4,370.84 | CRR-45085 | RepSubmission | Draft |
| FE-85085 | BestCase | 33,988.45 | CRR-15901 | ManagerRollup | Submitted |
Opportunities with actual ClosedAt in the chosen period, split by terminal outcome, LossReason, original source, accepted product family and attributed Competitor; reopened outcomes are separately linked and unknown competitor remains unknown.
Pipeline & forecasts · Explore module
Approved actual campaign cost and weighted attributed pipeline/net bookings/collected net in one currency under a named frozen attribution model; shares per source/basis never exceed100, and the displayed bookings-based return ratio is (attributed net bookings − cost)/cost with zero-cost ratio unavailable, not accounting profit or recognised revenue.
Campaigns & outreach · View preview
| Campaign Code | Name | Type | Status | Budget | Currency |
|---|---|---|---|---|---|
| CC-782 | Campaign 761 | Planned | 10,622.71 | CRR-71605 | |
| CC-348 | Campaign 164 | Event | Live | 29,199.17 | CRR-27979 |
| CC-641 | Campaign 663 | Webinar | Completed | 44,987.29 | CRR-84721 |
| CC-541 | Campaign 579 | Paid | Planned | 29,795.81 | CRR-31070 |
| CC-469 | Campaign 642 | Outbound | Live | 24,099.67 | CRR-68549 |
| CC-451 | Campaign 662 | Content | Cancelled | 16,725.50 | CRR-42771 |
Unique captured-lead cohorts using CapturedAt, QualifiedAt, ConvertedAt and actual opportunity close history, with stage denominators and elapsed-time medians stated; merged duplicates and repeated conversion callbacks count once, and unqualified/unconverted records remain in the denominator.
Lead management · View preview
| Lead Number | First Name | Last Name | Company | Score | Status |
|---|---|---|---|---|---|
| LDS-15712 | First 538 | Last 143 | CMP-551 | 15 | New |
| LDS-63177 | First 261 | Last 270 | CMP-919 | 30 | Working |
| LDS-78047 | First 628 | Last 172 | CMP-629 | 15 | Qualified |
| LDS-13278 | First 201 | Last 864 | CMP-766 | 85 | Converted |
| LDS-64693 | First 814 | Last 778 | CMP-717 | 60 | New |
| LDS-16131 | First 237 | Last 235 | CMP-342 | 60 | Working |
Frozen earned, disputed, adjusted, approved and confirmed-paid commission by earner/plan/period/currency, with Quotas and CommissionCredits attainment; later Paid status cannot remove statement totals and viewers receive only authorised aggregation.
Commissions & sales operations · View preview
| Statement Number | Period | Currency | Total Accrued | Adjustments | Payout Amount |
|---|---|---|---|---|---|
| CS-91189 | PRD-145 | CRR-73060 | 14,418.03 | 46,989.05 | 18,572.17 |
| CS-15691 | PRD-999 | CRR-53271 | 17,640.41 | 38,257.02 | 46,870.60 |
| CS-92657 | PRD-461 | CRR-38229 | 38,195.79 | 10,376.38 | 46,579.97 |
| CS-91548 | PRD-137 | CRR-75848 | 4,871.15 | 32,279.28 | 18,386.97 |
| CS-13260 | PRD-317 | CRR-80659 | 10,412.45 | 12,656.71 | 6,993.44 |
| CS-63124 | PRD-743 | CRR-37423 | 26,235.09 | 17,845.03 | 13,663.79 |
Current nonobsolete renewal term population by due quarter, separately showing prior continuing recurring base, proposed recurring/one-time amounts, agreed uplift/upsell, currency and evidenced AtRisk state; superseded and nonrenewing terms remain historical rather than generating another live opportunity.
Contracts & renewals · View preview
| Renewal Number | Contract | Account | Owner | Due Date | Expected Amount |
|---|---|---|---|---|---|
| RNW-31617 | CNT-32772 | ACC-81004 | YK | 30 Oct | 15,344.71 |
| RNW-56918 | CNT-44181 | ACC-62457 | PP | 26 Sep | 4,633.04 |
| RNW-35027 | CNT-27832 | ACC-16218 | NF | 20 Nov | 15,280.94 |
| RNW-32661 | CNT-25007 | ACC-84373 | NV | 08 Nov | 45,148.11 |
| RNW-50838 | CNT-51012 | ACC-12081 | VK | 09 Oct | 35,490.87 |
| RNW-57904 | CNT-67426 | ACC-68732 | PS | 06 Nov | 22,258.80 |
CRM accepted net-bookings view by frozen product/territory/region/segment and currency, with recurring, one-time and committed-usage bases separate; the retained report name does not imply recognised revenue, which remains an explicitly reconciled external accounting measure.
Accounts & relationships · View preview
Actual PerformedAt calls/meetings and actual sent MessageDeliveries by rep/week, deduplicated by source identity and distinguished from scheduled tasks and provider-reported opens; pipeline correlation is descriptive, not a causal or guaranteed outcome.
Accounts & relationships · View preview
No reports are assigned to this role. Select Everyone to see all reports.
Review open opportunity value by stage, territory and rep for the selected position. Probability weighting is a forecast assumption. Stage conversion follows opportunity history and the stated cohort, rather than treating today's stage counts as a journey through the funnel.
| Stage | Currency | Pipeline Amount | Weighted Amount | Opportunity Count |
|---|---|---|---|---|
| Discovery | CRR-79608 | 46,807.85 | 39,096.33 | 1 |
| Proposal | CRR-19021 | 11,905.59 | 46,444.83 | 3 |
| Negotiation | CRR-17016 | 35,355.84 | 27,261.05 | 6 |
| Discovery | CRR-98011 | 39,453.37 | 34,082.44 | 13 |
| Proposal | CRR-38195 | 38,376.20 | 10,875.35 | 35 |
| Negotiation | CRR-75020 | 28,303.65 | 25,575.75 | 15 |
Compare a selected frozen submission with accepted net bookings through the same cutoff and currency basis. Use either rep submissions or their manager's rollup; adding both would count the same pipeline twice. Keep manager adjustments and later corrections visible.
| Entry Number | Category | Amount | Currency | Entry Type | Status |
|---|---|---|---|---|---|
| FE-12792 | Pipeline | 45,616.27 | CRR-88582 | RepSubmission | Draft |
| FE-23584 | BestCase | 6,513.51 | CRR-87474 | ManagerRollup | Submitted |
| FE-98211 | Commit | 13,220.87 | CRR-49123 | RepSubmission | Superseded |
| FE-94671 | Closed | 40,821.53 | CRR-94697 | ManagerRollup | Closed |
| FE-73884 | Pipeline | 4,370.84 | CRR-45085 | RepSubmission | Draft |
| FE-85085 | BestCase | 33,988.45 | CRR-15901 | ManagerRollup | Submitted |
Group actual closed outcomes by reason, source, product family and recorded competitor. Expected close dates do not establish actual wins or losses. Reopened deals retain the earlier outcome and correction history; unknown competitors remain unknown.
Follow unique captured-lead cohorts through qualification, conversion and the resulting close history. State each denominator and elapsed-time basis. Unconverted leads remain part of their original cohort, and merged duplicates or repeated callbacks count once.
| Lead Number | First Name | Last Name | Company | Score | Status |
|---|---|---|---|---|---|
| LDS-15712 | First 538 | Last 143 | CMP-551 | 15 | New |
| LDS-63177 | First 261 | Last 270 | CMP-919 | 30 | Working |
| LDS-78047 | First 628 | Last 172 | CMP-629 | 15 | Qualified |
| LDS-13278 | First 201 | Last 864 | CMP-766 | 85 | Converted |
| LDS-64693 | First 814 | Last 778 | CMP-717 | 60 | New |
| LDS-16131 | First 237 | Last 235 | CMP-342 | 60 | Working |
Compare evidenced campaign cost with weighted attributed pipeline, net bookings or collected net under a named model. Shares for the same source and measure cannot each assign the full sale to several campaigns. The bookings-based return ratio is unavailable when cost is zero and does not represent accounting profit.
| Campaign Code | Name | Type | Status | Budget | Currency |
|---|---|---|---|---|---|
| CC-782 | Campaign 761 | Planned | 10,622.71 | CRR-71605 | |
| CC-348 | Campaign 164 | Event | Live | 29,199.17 | CRR-27979 |
| CC-641 | Campaign 663 | Webinar | Completed | 44,987.29 | CRR-84721 |
| CC-541 | Campaign 579 | Paid | Planned | 29,795.81 | CRR-31070 |
| CC-469 | Campaign 642 | Outbound | Live | 24,099.67 | CRR-68549 |
| CC-451 | Campaign 662 | Content | Cancelled | 16,725.50 | CRR-42771 |
Count actual performed calls and meetings and confirmed message sends by rep and week. Keep scheduled tasks, opens and clicks separate. Any association with pipeline is descriptive; it does not establish that a particular activity caused a sale.
Show the current renewal terms by due period, with continuing recurring base, proposed charges, uplift and evidenced risk. Superseded and nonrenewing terms retain their history without remaining additional live opportunities.
| Renewal Number | Contract | Account | Owner | Due Date | Expected Amount |
|---|---|---|---|---|---|
| RNW-31617 | CNT-32772 | ACC-81004 | YK | 30 Oct | 15,344.71 |
| RNW-56918 | CNT-44181 | ACC-62457 | PP | 26 Sep | 4,633.04 |
| RNW-35027 | CNT-27832 | ACC-16218 | NF | 20 Nov | 15,280.94 |
| RNW-32661 | CNT-25007 | ACC-84373 | NV | 08 Nov | 45,148.11 |
| RNW-50838 | CNT-51012 | ACC-12081 | VK | 09 Oct | 35,490.87 |
| RNW-57904 | CNT-67426 | ACC-68732 | PS | 06 Nov | 22,258.80 |
The retained report name describes CRM's accepted net-bookings view. Separate recurring, one-time and committed-usage bases using frozen product and territory context. Recognized revenue requires a separately reconciled accounting measure.
Explain frozen earnings, disputes, adjustments, approved statements and confirmed payments by earner, plan, period and currency. Paid status does not erase the approved statement total. Quota attainment follows the applicable plan and credited share, with personal detail restricted to authorized users.
| Statement Number | Period | Currency | Total Accrued | Adjustments | Payout Amount |
|---|---|---|---|---|---|
| CS-91189 | PRD-145 | CRR-73060 | 14,418.03 | 46,989.05 | 18,572.17 |
| CS-15691 | PRD-999 | CRR-53271 | 17,640.41 | 38,257.02 | 46,870.60 |
| CS-92657 | PRD-461 | CRR-38229 | 38,195.79 | 10,376.38 | 46,579.97 |
| CS-91548 | PRD-137 | CRR-75848 | 4,871.15 | 32,279.28 | 18,386.97 |
| CS-13260 | PRD-317 | CRR-80659 | 10,412.45 | 12,656.71 | 6,993.44 |
| CS-63124 | PRD-743 | CRR-37423 | 26,235.09 | 17,845.03 | 13,663.79 |
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