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Who are our ideal customers? Where are our best  leads coming from? What motivates new customers   to buy? What factors prevent a prospect from  buying? Are there any bottlenecks in our sales   pipeline? If so, how can we improve them?  Are individual reps making their quotas?   Is the team on track to meet specific sales  goals? What is our top sales rep doing that   the rest of the team can replicate? How do sales  this quarter compare to previous periods? What is   our forecast for the next period or quarter?Stay  tuned for answers to all of these questions.   Welcome back to NetHunt Gmail CRM and expert sales  learning hub. What you didn’t know is that we’re   also reporting experts, and our CRM system is  perfect for helping you create trustworthy,   seamless reports automatically.By the end  of this video, you’re gonna know exactly how   to set out the data in your monthly sales  report, and exactly where to get it from.   Let’s go! What is a monthly sales report?A  monthly sales report is an aggregation of all   the sales data a company has accrued, presented  every… well, month. It outlines different trends   happening in sales volume, analyzes the numbers  between different steps of the sales funnel,   and visualises the performance of sales reps. But  with so many different types of reports out there,   it can be difficult to know where to start.  What makes up a monthly sales report? Well,   sales reports vary in timing, content, and  other variables. Generally, the structure of a   professional report remains the same; offering an  insight into current conjecture, actual progress,   incomplete tasks, expected terms, and other  important elements that describe progress.   The beginning should always be a summary. A  brief description of the project in progress.   provide a brief introduction to a certain scope  of activities to facilitate further processing.   The introduction should include the project scope  and any other relevant data needed to distinguish   it.The next part comprises your outcomes. This is  at the core of your report - how has the previous   months activities gotten you here - and where is  here exactly. For example, that big deal ‘nuclear’   is complete, but the smaller, ‘green’ deal failed.  If more context is required for this information,   it should be included in the… Timeline. A section of more depth   regarding the milestones achieved this month. Like  you’d expect in a timeline section, you need to   include which work was executed, whether schedules  were met or not, and the data of completion for   that particular work. It’s common for institutions  to include this section as a colour-coded table,   with the colours indicating the completion levels  of tasks.Next, your statistics for the last month.   This is all the data that you’ve based your report  on, and it’s super easy to get hold of in NetHunt   CRM. Implemented correctly, you can create as many  reports as you want with different managers, team   members, or pipelines. The sales pipeline report  gives you all the sales statistics you need.   Head to the Reports section on NetHunt’s left-side  toolbar. Find the pipeline report, hit the plus   sign to create a new one. Name it, choose the  Deals folder. Choose a Stage field to include and   you can include a timeframe - but we’re writing  a monthly report so we will choose ‘this month’. Head to the Deals folder and take a look at  all your deals in their different stages.   We can hide different stages of deals, depending  on which we want to include for a certain time   period. The cards separate different deals,  and outline their different amounts. We can   see how many days this deal has been in a stage,  and who has been assigned to it. To do this,   we simply hit the Table icon and add the relevant  fields that we’d like to include. If we want,   we can even choose to compare this month to  another month by toggling the Compare switch. Hit   apply. Here we can see how many deals each rep has  closed this month, how much those deals amount to,   how many deals they lost and how much those  lost deals amount to. Save your report to   revisit it later, and you can even add it  to your dashboard to develop some healthy   competition amongst the team! If you want  more in-depth reporting with NetHunt CRM, as   well as the possibility to export these reports,  check out the recent webinar by our CEO Andrei.   It’s all about Data Studio, a program that  integrates with NetHunt. If you would like to gain   access to this webinar, please leave a comment  under this video and we will get in touch. In   the end, you should have a beautiful sales report  presentation that looks something like this... Guys, we know that we have a huge community  of sales experts watching this video.   We appreciate your feedback and comments. Please,  share your monthly sales report top tips in the   comments below. Carl Sagan once said to understand  the future, we need to go back to the past.   Monthly sales reporting helps you  do that in sales analytics.Watch   more sales tutorials. Like Comment  Subscribe. NetHunt, over and out.