Sales Manager Report: Track Sales Activity & Projections with Ease

Do you know exactly how much revenue your sales team will bring in next month—or is it just a guess?

Many sales managers find revenue predictions unreliable because deal tracking is scattered and time-consuming. Opportunities slip unnoticed, follow-ups get delayed, and accurate forecasting becomes nearly impossible.

The BIGContacts Sales Manager Report directly addresses these challenges by clearly showing the status of every opportunity. You can see how long deals spend at each sales stage, identify bottlenecks early, and quickly address stalled deals. With clear visibility into your pipeline, your team can take swift action—turning uncertainty into accurate, dependable revenue predictions.

This guide explains using the Sales Manager Report to improve deal tracking and simplify revenue forecasting.

How to Access the Sales Manager Report

1. Click on the Reports tab in the left-hand navigation menu.
2. Select Standard Reports and click on Sales Manager.
3. A pop-up window will open, allowing you to build and customize your sales report.

Customizing Your Sales Report

To generate an accurate and insightful report, you need to define key parameters:

1. Select a Timeframe

• Choose This Month or Next Month using the radio buttons.
• For a custom date range, click on the calendar icons next to From and To and select your preferred timeframe.
• Important: The timeframe refers to the expected close date of your opportunities. If you select April 1–April 30, the report will show deals projected to close within that period.

2. Choose Team Members

• Click on the Team Members button to view opportunities for specific team members or the entire team.
• Click again to collapse the list after making selections.

Once you set the timeframe and team members, the system updates the report in real time.

Viewing Sales Pipeline Details

The Sales Manager Report provides a detailed breakdown of sales opportunities, including:

• Current opportunities in each sales stage
• Time spent in each stage—identify slow-moving deals
• Expected close dates—monitor upcoming revenue
• Commission tracking—view potential earnings for each sales rep

Drill Down into Sales Stages

• Click on any sales stage to see all associated opportunities.
• View how long each deal has been in the pipeline and in its current stage.
• Check expected close dates and projected commissions for each deal.

Exporting Your Sales Data

For further analysis or reporting, you can export the Sales Manager Report to an Excel spreadsheet.

How to Export:

• Click on Export to Excel in the report window.
• The spreadsheet will include additional details on sales opportunities, making it easy to analyze trends, track performance, and share insights with stakeholders.

Why Use the Sales Manager Report?

• Better Forecasting – Plan for future revenue with accurate sales projections.
• Stronger Sales Oversight – Track deals, identify roadblocks, and keep opportunities moving.
• Improved Team Performance – Monitor sales reps' progress and identify coaching opportunities.
• Data-Driven Decisions – Use real-time insights to refine your sales strategy.

Using the Sales Manager Report, your team can stay organized, optimize workflows, and close more deals confidently.