Read your reports

Who it’s for: Managers and team members with reporting access
Where: Sidebar → Reports
Before you start: Permission to view reports and records in the workspace.

Steps

1. Open Reports and select a reporting window from the day-range controls.
2. Read the workspace counts for inquiries, people, companies and opportunities.
3. Review inquiries received and opportunities opened, won and lost for the selected window.
4. Compare Attempted, Reached a person and Customer replied instead of treating them as the same event.
5. Review Recorded sales value, Wins with no amount, call activity and response measures. Open the underlying records when a total needs explanation.

You’ll know it worked when…

You can explain the selected window, the recorded outcomes and any missing amounts before sharing the report.

Notes & limits

• Recorded sales value comes from sales records; it is not proof of money collected.
• A contact attempt does not necessarily reach a person.
• Test, spam and irrelevant records can be excluded from performance totals. Missing or historical evidence can affect response measures.