Outcome
You can explain each report and reproduce its visible context accurately. CRM report export is not available. CRM report drill-through is not available.
Navigation path
CRM > Reports
Access
Active CREBuilder subscription with CRM entitlement
On this page
Before you start
Data, sources, and access to prepare
- Enough permitted CRM data for the period being reviewed
- Reviewed Deal stages, values, close dates, commission, and splits
Use only the controls that exist
- 1
Open Reports
CRM > Reports
Wait for every report section to finish loading.
Expected result: The KPI cards and report sections display for your permitted scope.
If this does not happen: If any warning or Retry control appears, retry before presenting the page as complete.
- 2
Choose the date range
Reports > range selector
Select All time, 30 days, 90 days, or 1 year.
Expected result: Date-sensitive report components reload for the selected range.
If this does not happen: The selector is not universal. Use the range-semantics table below before interpreting changes.
- 3
Choose the Deal pipeline
Reports > Deal pipeline selector
When more than one Deal pipeline exists, select the intended pipeline.
Expected result: Deal-based report sections reflect that pipeline.
If this does not happen: If the selector is absent, only one Deal pipeline exists. Do not report an imagined cross-pipeline filter.
- 4
Record context before sharing
Your review notes
Record the report context: range, selected Deal pipeline, current role scope, plus date of review.
Expected result: Another reader can understand the report context.
If this does not happen: Owner, stage, source, and other report filters are not available in the current UI. CRM report export is not available. CRM report drill-through is not available.
Apply the mixed date-range semantics
| Report component | How the selected range applies |
|---|---|
| Open pipeline, pipeline by stage, closing forecast, aging | Current snapshot. These do not become historical snapshots when the range changes. |
| Funnel and velocity | Current/all-time stage-state interpretation and current stage age, not historical transition timing. |
| Won and Lost | Uses ClosedAt inside the selected range. |
| New leads by source or type | Uses the first qualifying lead-fact date inside the range. |
| Activity | Uses activity CreatedAt inside the range. |
| Source Outcomes | Deal count includes all deals; Won and GCI honor the selected range. |
Do not label every panel as ranged
The current UI uses one range selector across reports with different time semantics. State the component-specific basis when sharing conclusions.
Interpret KPIs, forecast, funnel, and agent production
| Metric or section | Definition and caveat |
|---|---|
| Open pipeline and GCI | Current open Deal value and commission. Flat CommissionValue wins over Value x CommissionPct. |
| Weighted pipeline | Open value multiplied by current stage probability. |
| Won and GCI | Deals closed Won in the selected range and their calculated GCI. |
| Win rate | Won divided by Won plus Lost for ranged closes; displays 0 when there are no closes. |
| Closing forecast | Open Deals with CloseDate, grouped by month with gross, weighted, and GCI totals. |
| Aging | Current open Deals grouped under 14, 14 to 29, 30 to 59, and 60+ days. |
| Funnel | Infers reached stages from current stage sort. Lost Deals lack complete stage history, so the funnel is approximate. |
| Velocity | Average age of Deals currently in a stage, not actual transition duration. |
| By Agent | Company-wide roles only. Internal agent splits receive GCI; no splits assigns 100 percent to owner; non-agent rows reduce owner residual. |
| Source to revenue | Connects first/source attribution with Deal outcomes, subject to mixed range behavior above. |
Report inputs must be maintained upstream
Reports aggregate CRM facts. They do not repair incomplete source records.
Lead facts and activity
Deal stage, value, close, commission, splits
Report aggregates
Human operating interpretation
- Lead facts and activityReport aggregates
- Deal stage, value, close, commission, splitsReport aggregates
- Report aggregatesHuman operating interpretation
Run a defensible operating review
Before presenting
- All sections loaded without a warning.
- Range, Deal pipeline, role scope, and date are recorded.
- Snapshot panels are not described as historical range snapshots.
- Funnel is labeled approximate.
- Velocity is labeled current-stage age.
- GCI authority and internal splits were spot-checked.
- CRM report export is not available.
- CRM report drill-through is not available.
Changing the range does not change a panel
Likely cause: The panel may be a current snapshot or all-time stage interpretation.
- Use the range-semantics table.
- Confirm whether the component uses ClosedAt, lead-fact date, CreatedAt, or current state.
- Do not assume a cache problem solely from an unchanged number.
You cannot filter by owner, stage, or source
Likely cause: Those controls are not present on the current Reports page.
- Use the existing range and Deal pipeline controls.
- Use operational CRM lists for record-level filtering.
- Describe any manual analysis separately from the report UI.
There is no drill-through or export
Likely cause: Current Reports is aggregate and does not expose those actions.
- Inspect Deals, Leads, Contacts, or Tasks with their own supported filters.
- Record the report context manually.
- Do not instruct users to click chart elements that are not interactive.
By Agent is absent
Likely cause: That section is available only in company-wide report scope.
- Confirm the signed-in role.
- Ask an authorized company-wide reviewer for the agent rollup.
- Do not widen scope through URL changes.