Reports about sales performance and sales analysis
PERMISSIONS 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 Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance.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 |
Left Navigation Menu > Reports > Report Categories > CRM > Opportunities |
| Description |
Comparison between sales quota and actual performance values for selected resources and date range. |
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Sales quota performance summary
| Required Permission |
Security level with access to Reports > CRM category and permission to view Opportunities |
| Path |
Left Navigation Menu > 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. |
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Sales stage analysis
| Required Permission |
Security level with access to Reports > CRM category and permission to view Opportunities |
| Path |
Left Navigation Menu > Reports > Report Categories > CRM > Opportunities section |
| Description |
Opportunity amounts and percentage of opportunities at different stages in the sales process. |
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Back to customer and sales reports
Sales quota performance
