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Microsoft CRM Provides a Boat-load of Standard Reports

Microsoft CRM Provides a Boat-load of Standard Reports

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This from online Help includes four topics that describe available reports provided out of the box.

Using Default Sales Reports

In Microsoft CRM, you can run standard sales reports or create your own customized reports to gain valuable insight and intelligence into your customer relationships or the status of your business. The default sales reports that are included with Microsoft CRM help you to determine revenue trends, detect neglected leads, and identify top customers and opportunities.
The following default sales reports are available.

Account Distribution Report - Use this report to identify patterns in your top revenue-generating accounts. The report displays two charts. The first chart displays earned revenue, and the second chart displays the number of accounts.

Account Overview Report - Use this report to obtain a one-page overview of everything that is occurring with an account. The report displays a profile of the account, contact information, and summaries of opportunities and case activities.

Account Summary Report - Use this report to determine historically what has occurred with an account. This report also displays what is scheduled to occur in the future. The report displays a chronological summary for an account, including sales and service activities, notes, and records.

Competitor Win Loss Report - Use this report to compare how your sales team performs against your competitors. The report displays a list of competitors, with data on open, closed, won, and lost opportunities for each.

Invoice Status Report - Use this report to view your accounts receivable. The chart displays invoices grouped by status.

Lead Source Effectiveness Report - Use this report to compare how effective your lead sources are at generating quality opportunities. The report lists the percentage of qualified leads, and leads that generate revenue for each lead category.

Neglected Leads Report - Use this report to identify any leads that have not been contacted. The report displays a chart of leads that have had no associated activities or notes during a specified time period.

Sales Pipeline Report - Use this report to see anticipated potential sales. The report displays a chart of potential sales grouped by user, sales territory, customer territory, date, products, rating, or sales stage.

Sales History Report - Use this report to view a history of sales performance. The report displays a chart of both lost and earned revenue.

Neglected Accounts Report - Use this report to identify accounts that have not been contacted recently. The report displays a chart with accounts that have had no activities completed in a specified number of days.

Products by Account Report - Use this report to see which products are used by an account. For each account, the report lists the associated products.

Products by Contact Report - Use this report to see which products are used by a contact. For each contact, the report lists the associated products.

Using Default Marketing Reports
The following default marketing reports are available.

Campaign Activity Status Report - Use this report to track a campaign. The report displays a summary for one campaign, including planned and actual time parameters, parent campaign details, and definition status.

Campaign Comparison Report - Use this report to identify your most and least successful campaigns. The report compares two campaigns based on parameters such as cost effectiveness and number of responses.

Campaign Performance Report - Use this report to track the progress and status of your campaigns. The report provides a detailed view, including all the dates, targets, definitions, responses, and financial returns from each campaign.

Using Default Service Reports
The following default service reports are available.

Case Summary Table Report - Use this report to find out what kind of cases are being opened and resolved. You can select how data is grouped in both the rows and columns in this report.

Neglected Cases Report - Use this report to identify cases that have not been contacted recently. The report displays a chart of cases that have had no changes to activities, notes, or the case itself in the specified number of days, and no scheduled activities.

Service Activity Volume Report - Use this report to review the patterns in service activity volume. The report displays either the duration of or number of service activities, grouped by services, resources, time periods, and additional criteria.

Top Knowledge Base Articles Report - Use this report to identify the most frequently used knowledge base articles. The report displays a chart grouped by the subject of the article or case, or by the product associated with the case.

User Summary Report - Use this report to identify contact information and Microsoft CRM security roles for all Microsoft CRM users.

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