“The rest of the report will provide support for the main key results featured. So how do you decide which metrics to add to your report? ”Determine the key points you want to highlight and start the report with these numbers,” Vos suggests. Information that would appeal to the board will be different than data the CMO needs to see to make marketing decisions.” The exact metrics to include in a sales report depend on what the report is tracking, your sales goals, and the report’s audience.įor example, the metrics that your CEO cares about are very different than the metrics your SDRs will need to know. Cayley Vos of Netpaths agrees, “Your audience will determine how a sales report is designed. What Should Be Included in a Sales Report?
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