Report Generation - Introduction

Equipment CRM offers a variety of reports and summaries designed to help you manage your equipment, customers, and sales activities efficiently. These reports provide key insights & business metrics.

In this section you will find key queries, reports and summaries available to you via Equipment CRM which are used most frequently by Texada users.

Reports, & Summaries Available

A comprehensive log of all activities, organized by year and month. Export the table for detailed analysis.

Customers > Activity History

Reports on completed activities versus the customer’s Planned Annual Rate (PAR), ensuring adequate customer coverage.

Customers > Customer Coverage

Monitor the progress of deals through various stages (Outstanding, Development, Proposal, Won, Lost, No Deal).

Pipeline > Opportunities

A comprehensive log of all activities, organized by year and month. Export the table for detailed analysis.

Pipeline > Performance Profile

Track performance metrics compared to company averages, identifying high-performing areas and opportunities for improvement.

Pipeline > Sales Performance Summary/Parts and Service Performance Summary

Analyze competitive info by region and model to understand market positioning and reasons for lost sales.

Customers > My Competitive Info