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Report categories

Pega Sales Automation™ applications provide a set of standard reports that capture your sales data to give you a real-time view of the state of your business. In addition to the provided reports, you can create your own reports to analyze the data that is most important to your organization.

For information about application-specific reports, see the following articles:

Monitor processes, Open cases, Predictive model monitoring, Troubleshooting, and Usage reports belong to Pega Platform™. For more information, see Report categories.

Account and contact reports

Name Description Rule name
Accounts list Accounts in the database without date parameters. crmAccountsList
Contacts list Contacts in the database without date parameters. crmContactsList
New accounts Accounts created in the last 30 days. crmNewAccounts
New contacts Contacts created in the last 30 days. crmNewContacts
New organizations Organizations created in the last 30 days. crmNewOrganizations
Organizations list Organizations in the database without date parameters. crmOrganizationsList

Activity

Name Description Rule name
Completed activities by top 10 reportees Activities completed within the last 30 days by the top 10 direct reports. SFAActivitiesByTypeAndRep
Duplicated contacts A list of duplicated contacts. GetDuplicateList

Data import reports

Name Description Rule name
Accounts Open accounts that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard. Account
Activities Open activities that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard. ActivitiesByOwner
Competitors Open competitors that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard. Competitors
Contacts Open contacts that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard. Contact
Households Open households that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard. GetHouseholds
B2B leads Open business leads that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard. Lead
B2C leads Open individual leads that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard. LeadInd
Operators Open operators that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard. Operator
B2B opportunities Open business opportunities that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard. Opportunity
B2C opportunities Open individual opportunities that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard. OpportunityInd
Organizations Open organizations that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard. Organization
Partners Organization partners that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard. Partners
Products Products that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard. Product
Pulse Pulse posts created within the last 30 days that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard. Pulse
Tasks Tasks of a currently logged-in operator that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard. crmRelatedTasks
Territories Territories that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard. Territory
Time periods Time periods that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard. TimePeriods

Lead reports

Name Description Rule name
Converted leads Leads converted to opportunities for the current year. crmConvertedLeads
Lead by source Active leads in the sales pipeline for the current year, by source. crmLeadsBySource
Leads list Leads in the database without date parameters. crmLeadsList
Leads with no updates Leads inactive for 30 days or more for the current year. crmLeadsWithNoUpdates
New leads Leads created in the last 30 days. crmNewLeads

Opportunity reports

Name Description Rule name
Closed opportunities Won opportunities for the current year. crmWonOpportunities
New opportunities Opportunities created in the last 30 days. crmNewOpportunities
Opportunities by source Active opportunities in the sales pipeline for the current year, by source. crmOpportunityBySource
Opportunities in pipeline Active opportunities in the sales pipeline, by stage. crmOpportunityPipeline
Opportunities list Opportunities in the database without date parameters. crmOpportunitiesList
Opportunities with no activity Opportunities inactive for 30 days or more for the current year. crmOppsWithNoUpdates

Sales reports

Name Description Rule name
Goal attainment Revenue goal attainment metrics by an operator for the current year. GoalAttainment
Lost sales Opportunities lost by account for the current year. crmLostSales
Sales by account Opportunities won by account for the current year. crmSalesByAccount
Sales by rep Opportunities won by a sales representative for the current year. crmSalesByRep
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