New Interactions, Quotes and Forecast Report Types in Express Reporting

The New Interactions, quotes, and forecast Report Types in Express Reporting empower sales users to generate custom reports on key sales metrics such as Interactions, Quotes, Forecasts, and their related data. Users can now create reports and visualizations on Interactions, Interactions on Activities, Interactions on Leads, Interactions on Opportunities, Quotes, Quote Lines, Resource Sales Forecasts, and Territory Sales Forecasts which can be seamlessly added to their sales dashboards. This feature alleviates the previous reliance on OTBI for reporting, offering greater flexibility and ease for self-service reporting.

Reporting on Interactions and Quotes in Express Reporting will provide several key benefits:

  • Enhanced Sales Visibility: Users can gain deep insights into their sales interactions, quoting, and sales forecast processes, improving decision-making.
  • Time Efficiency: Self-service reporting reduces the need to rely on complex reporting tools like OTBI, saving time in accessing critical data.
  • Increased Productivity: Customizable reports streamline how sales teams track and measure performance, leading to better management of sales pipelines and quote follow-ups.
  • Improved Forecast Accuracy: Simplifying the forecast reporting experience leads to more accurate forecasts and enables managers to hold their representatives accountable for their forecast commitments.

Capability Highlights

  • Custom Report Creation: Allows sales users to build detailed reports on Interactions, Quotes, and Forecasts, customized to their unique needs.
  • Dashboard Integration: Reports can be easily visualized and added to personalized sales dashboards, providing a central hub for all relevant metrics.
  • Comprehensive Data Coverage: Reporting covers key aspects such as Interactions, Interactions on Activities, Interactions on Leads, Interactions on Opportunities, Quotes, Quote Lines, Resource Sales Forecasts, and Territory Sales Forecasts offering a holistic view of customer interactions and quotes.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

These report types are enabled by default for all the Express Reporting users.