Recommended Reports for Your Sales Teams

  • Updated

Demandbase includes a set of out-of-the-box reports with preconfigured Selector criteria and report layouts. You can customize these preconfigured reports or create new reports to send to various teams within your sales organization.

To help you get started, we've included a list of recommended reports based on role. For each report, you'll find the report member type along with the recommended Selector criteria and report layout to use.

Tip: Once you've created the reports, you can include them in snapshot emails.

Reports for Sales and Business Development Representatives

The following reports can help SDRs and BDRs figure out which accounts to focus on first. The reports can also help track KPIs for Meetings Booked, Pipeline Generated, and Open Opportunities.

  • Report Member Type: Account

    Selector Criteria
    Acct_Opp_Next_30_Days_Selector.png

    Layout Acct_Opp_Next_30_Days_Layout.png

  • Report Member Type: Account

    Selector Criteria
    MQA_Last_Week_Selector.png

    Layout
    MQA_Last_Week_Layout.png

  • Report Member Type: Activity

    Selector Criteria
    Site_Visit_Last_Week_Selector.png

    Layout
    Site_Visit_Last_Week_Layout.png

  • Report Member Type: Account

    Selector Criteria
    Eng_Acct_No_Sales_Selector.png

    Layout
    Eng_Acct_No_Sales_Layout.png

  • Report Member Type: Activity

    Selector Criteria
    Acct_Research_Selector.png

    Layout
    Acct_Research_Layout.png

  • Report Member Type: People

    Selector Criteria
    Eng_Pers_No_Sales_Selector.png

    Layout
    Eng_Pers_No_Sales_Layout.png

Reports for Account Executives, Customer Relationship Managers, and Growth Account Directors

The following reports can give AEs a clear view of their target accounts' activities. This allows them to be more effective in their outreach to drive pipeline, beat competitors to the table, and close deals faster. The reports can also help track KPIs for Opportunities Created and Revenue Booked.

  • Report Member Type: Activity

    Selector Criteria
    Acct_w_Opp_Research_Selector.png

    Layout Acct_w_Opp_Research_Layout.png

  • Report Member Type: People

    Selector Criteria
    Top_Eng_Exe_Selector.png

    Layout Top_Eng_Exe_Layout.png

  • Report Member Type: People

    Selector Criteria
    Top_Eng_Cont_Selector.png

    Layout Top_Eng_Cont_Layout.png

  • Report Member Type: Account

    Selector Criteria
    Acct_w_Closed_Lost_Opp_Selector.png

    Layout Acct_w_Closed_Lost_Opp_Layout.png

Reports for Sales Managers and Leadership

The following reports can provide Sales Managers and Leadership an overview of their team's accounts and activities to help representatives meet their quota goals. The reports can also help track KPIs for Reps Opportunities Created and Revenue Booked.

  • Report Member Type: Account

    Selector Criteria
    MQA_Last_Week_Selector.png

    Layout
    MQA_Last_Week_Layout.png

  • Report Member Type: Activity

    Selector Criteria
    Acct_w_Opp_Research_Selector.png

    Layout Acct_w_Opp_Research_Layout.png

  • Report Member Type: Account

    Selector Criteria
    Eng_Rep_Account_No_Sales_Selector.png

    Layout Eng_Rep_Account_No_Sales_Layout.png

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