• Ssemujju Lewis E

The Most Essential CRM Reports You Should Use

Updated: Jan 17

Writing and creating reports is not the exciting game people may be selling. While everyone is going around proclaiming their operations are data-driven, let them not confuse you. They have looked at the information surrounding their buyers, prospects and their behaviors to understand the way forward. This information is referred to as Business Intelligence (BI).


A proper BI tool will allow you to look at and make sense of analytics. This is where Customer Relationship Management software comes in. From the get-go, it is essential to know which CRM to use and which capabilities this CRM you have chosen has. The data you get from the reports will only make sense if you know what exactly you are looking for.


What Is A CRM Report?

A CRM report summarizes different things you’re tracking in your customer relationship management software.

Your ideal CRM should be able to pull all the reports you need in one dashboard. Additionally, you should add parameter filters to generate the reports with preferred data only.


The Most Essential CRM Reports You Should Use


1. Sales Funnel Report

The most essential aim of your business is to be closing deals and make sales. This report helps you see the performance of your sales reps are regards that task.



This data helps your team know which deals have high revenue performance and can be allocated more time and resources. In addition, this serves to assign your best resources to where the business gains most.


2. Forecasted Sales Report

The forecasted sales report presents data on projected revenue. The data in this report is generated from the information on trends on leads and deals closed.

A Forecasted sales report is the best CRM report, which is highly valuable for your business - Eden Cheng from PeopleFinderFree.

The data helps sales reps determine if they can achieve the sales goals based on their activity rate. In addition, the report gives you a clear picture of your opportunities.


3. CRM Pipeline Report

This report shows you data related to the progress of leads in your sales pipeline.

You can track the value and status of all the deals at every stage of the sales cycle. This type of CRM report helps you determine if the distribution of your deals is adding up toward your sales goals - CocoFax’s Olivia Tan.

MonkeyPesa CRM offers a Pipeline Summary report (opportunities by stage, date range and team) and a Pipeline Detail report (stage movement details).


4. Call Reports

Customer interactions are an excellent metric to determine how the conversations are going concerning the leads and deals closed. This report shows you the quality of conversations sales reps have with your clients and prospects.



5. Profitability Report

This report shows you which customers bring in more revenue, are most loyal to your business and have the highest potential to become repeat buyers. It can also show you the revenue generated from various lead sources or accounts. This report helps you identify your business's growth opportunities.

The profitability report is the most valuable CRM report as it clearly shows the source of money - Iupilon’s Angus Chang




Using MonkeyPesa CRM


The world of marketing is in a crazy revolution. Every passing day, there is new software on the market. The software makes the work easier with automation.


MonkeyPesa CRM is an all-in-one business automation tool. From sales marketing, automation or customer support. With the devotion to help Small and Medium Enterprises (SMEs), MonkeyPesa is a user-friendly tool. The pricing, features, analytics, easy-to-interpret dashboard make it ideal for you. It is the best sales and marketing software in Nigeria.


The CRM aids businesses to get prospects, insights, converts more leads to become customers and manages with customers across several channels. At the same time, they go through the selling process.


The Best Sales And Marketing Software In Africa


The services offered include; Sales pipeline management which helps companies to sell faster and get more prospects into the business. The invoicing and billing system allows track time, generating invoices, Pro-forma invoices, quotes, and getting much more money faster. And the real estate system helps real estate companies to acquire property, landlord management, tenant and the necessary automation.


MonkeyPesa CRM Features:

  • Team collaboration

  • Contact management

  • Pipeline management

  • Data security

  • Insights, analytics and reports

  • Human Resource and payroll

  • Inventory and stores

  • Bulk SMS and emailing

  • Sales Automation

  • Marketing Automation

Accessible Communication is a giant step into maintaining good relationships with clients. Strong relationships generate more sales and support, improve client satisfaction, and even reduce business expenses.



A closed buyer is just as vital as a new lead. MonkeyPesa CRM allows you to create charges based on a prospect’s information, schedule calls for them at any point in time, take notes based on our interactions, and easily save and organize that data for future use. In a nutshell, you are moving a sales lead, or prospect from one stage of your sales funnel to the next.



The MonkeyPesa CRM allows you to add contacts manually or upload files. Because the goal is to have streamlined communication in the sales process, you do not have to open another platform to make calls with your clients and prospects. The dashboard enables calls. In addition, all these interactions are captured in case you need to make clarifications and references.


It is a catch for small and medium enterprises, from social networking tools, project management to CRM, document management, calendars, team management, email marketing, phone management, and flawless lead management.


Social Media is a very relevant tool of sales and marketing today. Every passing day, there is a new social media channel your clients and prospects sign up for. MonkeyPesa provides a centralized location for all your social media interactions — tweets, posts, reels, videos, comments, replies, Direct Messages.






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