Using Salesforce Reports in 8020CRM

Overview

Salesforce Reports in 8020CRM transform CRM data into clear, actionable insights. With built-in filters, visualizations, and scheduled delivery, they help real estate teams monitor performance, track activity, and make informed decisions across lead, deal, and marketing workflows.

8020CRM provides pre-built reports for every role — from lead managers and transaction coordinators to leadership teams. These templates let you launch quickly while maintaining consistent, role-specific reporting across your organization.

Before You Begin

You need:

• A basic understanding of 8020CRM object types (Leads, Opportunities, Tasks)

• Permission to access Reports and Dashboards

• Pre-configured report folders are included with 8020CRM and organized by team function (e.g., Lead Management, Acquisitions, Dispositions). These make it easy to navigate and maintain consistency across your team.

New to Reports? Start with the Salesforce Analytics Overview and video tutorial to learn the basics.

Why It Matters

Reports help you:

• Measure performance across your team and pipeline

• Spot trends in lead source, deal velocity, and team activity

• Support data-driven decisions with visual summaries

• Forecast revenue and adjust strategies

Step 1: Understand Report Types

Salesforce offers several formats for different types of analysis:

• Tabular – best for flat lists like contact or property exports

• Summary – useful when you want totals or groupings (e.g., deals by stage)

• Matrix – shows data in both rows and columns, ideal for cross-comparison (e.g., source vs outcome)

• Joined – combines data across objects (e.g., leads and opportunities together)

Choose your report type based on how you want to analyze or compare records.

Step 2: Build and Filter Your Report

Start with a goal — then apply structure.

• Choose your object (e.g., Opportunities, Leads)

• Select the right report type

• Add filters (e.g., Stage = “Offer Made”, Owner = Current User)

• Group rows by a key field (e.g., Assigned Agent, Market)

• Filter by date range (e.g., Last 30 Days) or custom fields

Use field filters like Lead Source, Property Type, or Market to refine results. Narrowing the dataset increases readability and makes trends easier to spot.

Step 3: Add Charts and Visuals

Charts make it easier to spot trends and share insights. Click "Add Chart" in Report Builder:

• Choose a chart type: bar, line, donut, funnel, or scatter

• Use bar charts for conversions, line charts for trends, and donut charts for distributions

• Label clearly (e.g., "Deals Closed by Rep – Q2")

Saved charts can also be reused in Dashboards for cross-report visibility.

Step 4: Organize, Share, and Schedule Reports

Keep your reports accessible and relevant across teams.

• Save reports to shared folders (e.g., Sales Team Reports, Acquisitions KPIs)

• Use folder permissions to manage visibility

• Click "Subscribe" to schedule delivery to your inbox (daily, weekly, monthly)

Subscribing to reports helps you stay on top of performance by delivering timely insights directly to your inbox. You can subscribe teammates to important reports to keep the team aligned.