What are the most effective sales operations reports for coaching?

1 Sales activity report

A sales activity report tracks and analyzes the actions and behaviors of your sales reps, such as calls, emails, meetings, demos, proposals, and follow-ups. This report helps you identify how productive and efficient your reps are, how they spend their time, and what activities lead to more conversions and revenue. You can use this report to coach your reps on how to optimize their daily routines, prioritize their tasks, improve their outreach and communication skills, and align their activities with their goals.

2 Sales pipeline report

A sales pipeline report shows and evaluates the stages and status of your sales opportunities, from prospecting to closing. This report helps you understand how healthy and balanced your pipeline is, how likely you are to meet your quota, and what are the potential risks and gaps in your sales funnel. You can use this report to coach your reps on how to qualify and nurture their leads, move them through the pipeline faster and more effectively, overcome objections and challenges, and close more deals.

3 Sales performance report

A sales performance report measures and compares the results and outcomes of your sales reps, such as revenue, quota attainment, win rate, average deal size, and customer satisfaction. This report helps you recognize how successful and consistent your reps are, how they perform against their targets and peers, and what are the areas of strength and weakness in their sales skills. You can use this report to coach your reps on how to enhance their value proposition, differentiate themselves from the competition, negotiate and close more profitable deals, and retain and upsell their customers.

4 Sales forecast report

A sales forecast report predicts and projects the future revenue and growth of your sales team, based on historical data, current pipeline, and market trends. This report helps you plan and adjust your sales strategy, budget, and resources, as well as communicate your expectations and progress to your stakeholders. You can use this report to coach your reps on how to improve their forecasting accuracy, reliability, and accountability, as well as how to identify and pursue new opportunities, mitigate risks, and achieve their targets.

5 Sales coaching report

A sales coaching report monitors and evaluates the quality and impact of your sales coaching efforts, such as frequency, duration, feedback, action plans, and outcomes. This report helps you assess how effective and consistent your coaching is, how it influences your reps' performance and behavior, and what are the best practices and areas of improvement for your coaching. You can use this report to coach yourself on how to develop your coaching skills, style, and methods, as well as how to tailor your coaching to the needs and goals of your reps.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?