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Report Templates

Tip

Templates are just a starting point - you can add new columns or criteria and summarise the data to suit your needs.

Below is a list of the Report Templates currently available on Workbooks.  Click on the screenshot to see a bigger image of the Report.

Template Name

Description

Screenshot

Orders per Sales Exec, current and previous fiscal year

Orders for each Salesperson for the current and previous fiscal year.

 orders_per_sales_exec

Unassigned Leads

All leads which have not been assigned to a Workbooks user.

 unassigned_leads

Sales Performance against Target

Sales performance showing revenue and gross margin targets, and committed revenue and gross margin.

 sales_performance_template

Orders Per Month

Orders for each accounting period (usually a month) showing Net, Gross and Margin of all Orders.

 orders_per_month_template

Open P1 Cases not updated in the last 2 days

All open Cases which have not been updated in the last two days, which have a priority status of 1.

 open_p1_cases_template

Open Deals: Pipeline by Stage

Summary of open Opportunities, summarised by Opportunity Stage. 

 open_deals_pipeline_by_stage_template

New Business Opportunity Win Metrics

The number of new Opportunities won, detailing success rate as a percentage and the average size of the deal. 

 new_business_opportunity_metrics_template

Leads with no assigned Activities 

Open Leads which do not have any Activities associated with them. 

 leads_no_activities_template

Leads not updated in two weeks 

Open Leads which have not been updated within the last two weeks. 

 leads_not_updated_template

Cost of Leads by Campaign 

Calculated cost of individual Leads for each Campaign. 

cost_of_leads_by_campaign

Cases by Type 

Cases summarised by complaint/query type. 

cases_by_type

Campaign ROI 

Calculation of return on investment for each marketing campaign. 

campaign_roi

Billings totals this month, split by product category 

Total billings this month for each product category.

billings_by_product_category

Email List 

All People on your database with email addresses.

email_list_template

Activities summarised by contact's name and Activity type 

All Activities, summarised by the contact's name and the Activity type.

activities_by_contact_type

 

Related content

How to create a report using the option 'Create a blank report', including adding columns and summary views.