Skip to main content

Standard CRM Reports with Sample Data and Exact Pivot Tables

These standard CRM reports are designed for the default CRM modules: Organization, Ticket, Contact, and Lead/Opportunity.
They include 2 simple reports and 3 advanced reports, with clear sample data and exact pivot-style tables for end users.

1. Open Tickets by Status​

This report provides a quick overview of all active support tickets grouped by their current status. It helps support teams monitor workload, identify bottlenecks, and prioritize issue resolution. Managers can easily track how many tickets are Open, In Progress, or Pending, ensuring timely customer support and efficient resource allocation.

Ticket IDTicket SubjectStatusPriorityAssigned UserRelated ContactRelated OrganizationCreated DateDue Date
TCK-1001Login access issueOpenHighJohn SilvaAmanda LeeNexa Holdings2026-03-102026-03-12
TCK-1002Invoice PDF not loadingIn ProgressMediumSarah KhanDavid PereraBluePeak Ltd2026-03-112026-03-13
TCK-1003Email sync errorPendingLowJohn SilvaMaria GomezOrion Tech2026-03-122026-03-15
TCK-1004Cannot update profileOpenMediumLisa FernandoKevin BrownAlpha Services2026-03-132026-03-16

2. Leads by Source​

This report shows where your leads are coming from, such as Website, Referral, or Campaigns. It helps marketing and sales teams evaluate which channels generate the most leads and the highest quality prospects. By analyzing lead sources, businesses can optimize marketing strategies and invest more in high-performing channels.

Lead IDLead NameOrganizationLead SourceLead StatusOwnerEmailPhoneCreated Date
LEA-2001Michael TanVertex GlobalWebsiteNewEmma Rossmichael@vertex.com+65 900011222026-03-01
LEA-2002Sophia ReedNova IndustriesReferralQualifiedDaniel Rajsophia@nova.com+44 77001122332026-03-03
LEA-2003Ahmed RaufSkyline CorpCampaignContactedEmma Rossahmed@skyline.com+971 5012345672026-03-05
LEA-2004Nina PatelBrightPath LLCWebsiteNewDaniel Rajnina@brightpath.com+1 20255501482026-03-06

3. Opportunity Pipeline Performance Report​

This report tracks the progress of sales opportunities through different pipeline stages such as Qualification, Proposal, and Negotiation. It helps sales teams understand deal flow, forecast revenue, and identify which opportunities are likely to close. The inclusion of probability percentages and expected closing dates supports accurate sales planning and decision-making.

Opportunity IDOpportunity NameOrganizationRelated ContactStageOpportunity ValueProbability %Expected Closing DateOwnerLead SourceLast Activity Date
OPP-3001Annual Support ContractNexa HoldingsAmanda LeeProposal25000702026-03-28Emma RossWebsite2026-03-15
OPP-3002CRM Expansion DealBluePeak LtdDavid PereraNegotiation48000802026-04-05Daniel RajReferral2026-03-14
OPP-3003New License BundleOrion TechMaria GomezQualification12000402026-04-18Emma RossCampaign2026-03-12
OPP-3004Enterprise UpgradeAlpha ServicesKevin BrownProposal67000602026-04-22Lisa FernandoWebsite2026-03-16

4. Ticket Resolution and SLA Performance Report​

This report focuses on support efficiency and SLA (Service Level Agreement) compliance. It measures how quickly tickets are responded to and resolved, and whether they meet defined SLA targets. This helps support managers evaluate team performance, improve response times, and ensure high levels of customer satisfaction.

Ticket IDSubjectCategoryStatusPriorityAssigned AgentRelated OrganizationCreated DateFirst Response DateResolved DateResolution Time (Hours)SLA Status
TCK-1101Password reset issueAccessResolvedHighJohn SilvaNexa Holdings2026-03-012026-03-01 09:202026-03-01 11:002.0Met
TCK-1102Data export failedTechnicalResolvedMediumSarah KhanBluePeak Ltd2026-03-022026-03-02 10:152026-03-03 14:3028.3Breached
TCK-1103Ticket notifications delayedSystemOpenLowLisa FernandoOrion Tech2026-03-042026-03-04 12:00--In Progress
TCK-1104Account lockedAccessResolvedHighJohn SilvaAlpha Services2026-03-052026-03-05 08:402026-03-05 09:250.8Met

5. Customer Relationship and Conversion Analysis Report​

This report provides a comprehensive view of customer accounts by combining sales, support, and engagement data. It helps businesses understand customer value, track conversion rates, and monitor overall relationship health. By analyzing opportunities, tickets, and interactions together, teams can make better strategic decisions and improve customer retention.

OrganizationIndustryCountryContact CountOpen OpportunitiesWon OpportunitiesLost OpportunitiesTotal Opportunity ValueOpen TicketsClosed TicketsLast Contacted DateAccount Owner
Nexa HoldingsFinanceSingapore321075000152026-03-15Emma Ross
BluePeak LtdLogisticsUK212194000242026-03-14Daniel Raj
Orion TechTechnologyUAE430156000362026-03-12Lisa Fernando
Alpha ServicesConsultingUSA211083000132026-03-16Emma Ross
Last updated on