There are three places where you can create reports from:
Module: Create a temporary report from Manage Accounts, Team Organization, or Manage Products based on that module’s data. Reports created from a module’s Action menu are not automatically saved unless you save or pin the report to a dashboard.
Dashboard: Create a report from a dashboard with access to all available data. The report is saved to the dashboard it was created from.
Reports: Create a stand alone report from the Reports main page which you can save you a folder.
Select a chart to design
Create a temporary report, dashboard report, or independent report.
On the right side of the chart designer, select the chart type you want to create.
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Refer to the appropriate process for each chart type to complete the configuration:
Type
Description
Use data imported from the CRM to build charts with the raw entities (CRM data) and the GTM entity of that plan.
Example: From territories data source, report on all entities related to the account object. In the teams data source, report on all entities related to the people object.
Build charts with the GTM entities and the CRM object that is relevant to that plan or create tables that summarize your GTM hierarchy and the related assignments and targets.
Example: In a territory plan you can report on the account object and in a team plan, you can report on the people object.
Visualize assignments and roles for people by hierarchy,
Example: Table of AEs by territory
Use portfolio reports to view all accounts in all the nodes a person or role is assigned to.
Example: Table with columns for territory, AE name, account name, tier, bookings potential
View and compare commissions earned across different territories, and track and analyze forecasted commissions against your revenue and quota targets. You can also monitor and assess pipeline sufficiency to ensure future commission goals are met. Generate detailed reports on individual deal performance and payout statements.
Example: Individual deals closed, including the deal name or ID, with specific commissions rates applied to that deal and the commissions earned.
Create a report that displays how proposed changes would impact key metrics. View the current state, the proposed changes, or the difference between the current and proposed.
Compare the same metric across select territories. Customize the chart to view numbers impacted by your proposed changes against that plan.
Example: Number of tier A accounts in a given territory vs any other territory
Build a chart displaying targets and how far people are from achieving them.
Example: AE quota attainment by quarter.
Build a chart that displays the state of your data at a glance.
Example: Completeness of zip code data.
Display fields, values, and metrics overlaid on a map.
Example: Heatmap of number of tier A accounts across all the US sales territories
Build a simple chart to view data related to the scenario planner or capacity planning.
Click Plot.