We have 20 different reports in Exsalerate designed to give you the specific data you're after, whether it's exporting customer data to Excel or insights to your sales team's activity you'll find what you need. 

Click here for a summary of the fields contained within each sales report

To access company-wide reporting you'll need to have the Sales Coordinatoror Admin role against your user profile, reports are accessed from My Dashboard as shown below. 

This is how you access the custom reporting menu:

Below is a breakdown of what detail the different reports give you in Exsalerate; 

This report displays the number of activities your teams completed in the date range you've selected, you can drill down to view the company and contact the activity has been assigned to by clicking on the number of completed tasks.

You're also able to display the totals in a graph which is great for your weekly sales meeting.
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The Sales Team Activity Totals Report combines the total activities across your whole team 

This report displays the phase and companies that are assigned to each team member.

This report displays the current phase companies are in on your pipeline and what the lead source was - this will help you track conversions and ROI from your lead sources. 

This will download an Excel file of all your individual contacts, their phone numbers, email address, company name and addresses, industry, branch, and Account Manager - use this report if you want company and contact information downloaded. 

This will download the KPI totals to Excel, you'll need to have set up KPI's in settings first for this to work. 

This will download all your completed or future activities to Excel so you can see all notes and descriptions entered against each activity and client. 

This report downloads all of the companies in your database and displays useful information like current Phase, Rank, addresses, contact details, and more. 

This will download all companies and addresses into Excel so you can use the Mail Merge tool in Word.

This report will show you all of the activities in your account that have been linked to a campaign. Each activity window in Exsalerate has a campaign section so you can record and track any activities that have been created due to a recent campaign. 

This report show you the number of touch-points you have with your clients vs revenue received from them, it's a great tool for account managers to ensure they are giving enough attention to their clients and for management to see the 20% of customers that are taking up 80% of your time.
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This report shows Revenue collected in the selected date range and can be filtered by Sales Rep & Account Manager

This report pulls down all your aged receivables from Xero so you can see your overdue account's from inside Exsalerate.
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There are two sales pipeline reports available

Reveal all the leads/deals added to your sales pipeline within a specified date range who they are assigned to, their value, and the estimated close date.

This report provides a snapshot of closed sales deals within a specified date range and the number of interactions your team had with the client and the total number of days it spent in the pipeline.

You can also export to excel to manipulate the data and work out your conversion ratio.