From time to time, when I have to write a specification for CRM system based on top of Microsoft Dynamics CRM I need a list of build in CRM reports. Although this list is available in CRM I sometimes cannot access CRM instance and I was not able to find it on the web. So here it is:
- Competitor Win Loss
Compare how your sales team performs against competitors.
- Campaign Comparison
Compare two campaigns.
- Lead Source Effectiveness
Compare your lead sources.
Display a list of activities.
- Neglected Accounts
Identify accounts that have not been contacted recently.
- Neglected Cases
Identify cases that have not been contacted recently.
- Neglected Leads
Identify leads that have not been contacted.
- Account Distribution
Identify patterns in top revenue-generating accounts.
- Top Knowledge Base Articles
Identify the most frequently used knowledge base articles.
- Campaign Activity Status
Track a campaign.
- Campaign Performance
Track the progress and status of campaigns.
- Sales History
Understand past sales performance.
- Account Summary
View a chronological summary of an account.
- Account Overview
View a one-page overview of an account.
View a quote and its line items.
View an invoice and its line items.
View an order and its line items.
- Sales Pipeline
View anticipated potential sales.
- Products By Contact
View products that are used by a contact.
- Products By Account
View products that are used by an account.
- Case Summary Table
View the patterns in cases.
- Service Activity Volume
View the patterns in service activity volume.