Sales reports transform your raw CRM data into actionable insights that drive better decisions. SalesSheet.ai provides a comprehensive reporting suite that covers pipeline health, revenue analysis, win/loss patterns, and team performance. Whether you need a quick snapshot for a standup meeting or a detailed quarterly review for leadership, the reporting tools give you the flexibility to build exactly what you need without requiring a data analyst.
Pre-requisitos
- An active SalesSheet.ai account with Manager or Admin permissions for team reports
- Deals in your pipeline with values, stages, and close dates populated
- At least 30 days of deal history for trend and comparison reports
- Equipe members assigned as deal owners for team performance reports
Navigating to Reports
Access the reports section by clicking "Reports" in the left sidebar navigation, or use the keyboard shortcut G then R. The reports hub displays three tabs: My Reports (your custom saved reports), Shared Reports (reports shared by team members), and Report Templates (pre-built reports you can use as starting points).
The Report Templates tab is the best place to start if you are new to reporting. SalesSheet.ai includes over 15 pre-built templates organized into four categories:
- Pipeline Reports: Current pipeline snapshot, stage distribution, pipeline velocity, new deals created, and stale deal analysis
- Revenue Reports: Closed revenue by period, revenue by source, average deal size trends, and revenue forecast vs. actual
- Win/Loss Reports: Win rate analysis, loss reason breakdown, competitive win rate, and deal cycle length comparison
- Equipe Reports: Rep performance comparison, activity-to-close correlation, quota attainment, and ramp analysis for new hires
Click any template to preview it with your actual data, then customize it further or save it directly to your reports.
Choosing and Building a Report
To create a report from scratch, click "New Report" in the top-right corner. The report builder opens with a blank canvas where you select your data source, metrics, dimensions, and visualization type.
Start by selecting a data source. Available sources include:
- Deals: Report on pipeline value, deal counts, win rates, cycle times, and any deal field
- Contatos: Analyze your contact database by creation date, source, tags, engagement score, or custom fields
- Activities: Report on emails, calls, meetings, and tasks logged by your team
- Companies: Aggregate deal and contact data at the company level for account-based analysis
Next, choose your metrics (what you want to measure) and dimensions (how you want to group the data). For example, to build a monthly revenue report by rep, select "Closed Revenue" as the metric, "Close Date (Month)" as the primary dimension, and "Deal Owner" as the secondary dimension. The report builder generates a preview as you configure each option.
Choose a visualization type that best represents your data: bar chart, line chart, pie chart, table, funnel, or number card. You can also add multiple visualizations to a single report for a comprehensive view.
Setting Filters and Parameters
Filters narrow your report to show exactly the data you need. Click "Add Filter" in the report builder to apply conditions. You can filter on any field in your data source, and multiple filters combine with AND logic by default.
Common filter configurations include:
- Date range: Limit data to a specific period like this quarter, last 12 months, or a custom date range
- Deal stage: Include only deals in specific stages, or exclude closed-lost deals from pipeline reports
- Deal owner: Focus on a specific rep or team for targeted performance analysis
- Deal source: Compare performance across inbound, outbound, referral, and partner channels
- Deal value range: Segment reports by deal size to analyze enterprise vs. SMB differently
- Tags or custom fields: Filter by any custom attribute you track on deals, contacts, or companies
For reports you run regularly, use relative date filters like "This Quarter" or "Last 30 Days" instead of fixed dates. Relative filters update automatically each time you open the report, keeping your data current without manual adjustments.
You can also create interactive filter parameters that prompt for input when the report runs. This is useful for shared reports where different users need to see different slices of the same data.
Analyzing Report Data
Once your report is generated, SalesSheet.ai provides several tools for deeper analysis directly within the report view.
Interactive features include:
- Hover details: Hover over any chart element to see exact values, percentages, and period-over-period changes
- Click to drill down: Click a bar, segment, or data point to see the underlying deals that make up that number
- Sort and rank: In table reports, click column headers to sort ascending or descending. Identify your top and bottom performers instantly.
- Comparison toggle: Enable period comparison to overlay the previous equivalent period on your current data. This makes trends and anomalies immediately visible.
- Benchmark lines: Add goal or benchmark lines to charts to visualize performance against targets
The AI Insights panel on the right side of each report automatically highlights notable patterns. It identifies trends like increasing or decreasing win rates, calls out outliers such as unusually large or fast deals, and surfaces correlations between activities and outcomes. These insights update each time the report data changes.
For win/loss reports specifically, pay close attention to the loss reason breakdown. Understanding why deals are lost helps you refine your sales process, improve objection handling, and focus on higher-probability opportunities. SalesSheet.ai tracks both the primary loss reason selected by the rep and any notes or AI-detected patterns from deal communications.
Sharing and Scheduling Reports
After building a report, save it by clicking "Save Report" and giving it a descriptive name. Saved reports appear in your My Reports tab and can be accessed anytime with a single click.
To share a report with team members, click the share icon and choose recipients. You have several sharing options:
- Share with individuals: Select specific team members who can view or edit the report
- Share with team: Make the report available to everyone in your organization
- Generate link: Create a read-only link that anyone with access to your SalesSheet.ai workspace can open
- Schedule email delivery: Set up automated email delivery on a daily, weekly, or monthly cadence. The email includes the report as an inline visualization and an attached PDF.
Scheduled reports are especially useful for keeping leadership informed without requiring them to log into the CRM. Configure the schedule by selecting the frequency, day and time of delivery, and recipient list. You can also add a custom message to provide context alongside the report data.
Each scheduled delivery includes a comparison to the previous period and an AI-generated summary paragraph highlighting the most important changes since the last report.
Dica Pro: Pin Reports to Your Dashboard
Any saved report can be pinned directly to your analytics dashboard as a widget. Open the report, click the pin icon, and select which dashboard view should display it. This lets you build a comprehensive dashboard that combines standard widgets with your custom reports for a complete performance picture without switching between screens.
Data Permissions in Shared Reports
When you share a report, each viewer sees data filtered by their own access permissions. A rep with access only to their own deals will see only their data in the report, even if the report creator can see all team data. This ensures data security is maintained while allowing the same report template to serve multiple users.
O que Esperar
With your reporting workflow established, you will gain:
- On-demand access to any sales metric without waiting for someone to pull the data
- Visual trend analysis that makes it easy to spot changes in pipeline health and team performance
- Automated report delivery that keeps stakeholders informed on a regular cadence
- Win/loss insights that drive continuous improvement in your sales process
- Equipe performance visibility that enables data-driven coaching conversations
- AI-generated insights that surface patterns you might otherwise miss
Equipes that implement regular reporting rhythms typically see measurable improvements in forecast accuracy and pipeline management within the first quarter of consistent use.