5 Salesforce Reports Every Sales Manager Should Have

Format: Free, live information session

Audience: Sales managers, sales directors, VPs of Sales, and sales operations leaders

Duration: 30 minutes

Session Overview

Salesforce contains a wealth of information about your sales team—but having data available doesn't necessarily mean you’re using it effectively.

The right reports can help sales managers identify risks, coach their people, improve pipeline visibility, and make better decisions. In this session, we'll explore five practical Salesforce reports that every sales manager should consider using as part of their regular management routine.

What We'll Cover

• Pipeline Overview Report: Understand what’s in the pipeline, where opportunities are in the sales process, and what deserves attention.

• Opportunities by Stage and Close Date: Identify deals that may be stalled, overdue, or at risk of slipping.

• Sales Activity Report: See where reps are investing their time and identify potential activity gaps.

• Opportunity Next Steps Report: Find opportunities that lack clear next steps or meaningful forward movement.

• Forecast Report: Evaluate expected revenue, identify potential shortfalls, and prepare for forecasting discussions.

We'll also discuss how to use these reports in pipeline reviews, one-on-ones, and sales coaching conversations—not simply as administrative checklists.

Who Should Attend?

This session is designed for sales leaders who want to use Salesforce more effectively to manage pipeline, coach their teams, and improve sales performance.

Related Training

Salesforce Reports & Dashboards for Sales Leaders — SFT-SL-101