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. - Activities
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. - Quote
View a quote and its line items. - Invoice
View an invoice and its line items. - Order
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.
Tags: crm, crm reports
