In regards to sales data, there are specific out of the box views, charts, reports, and dashboards to help an organization analyze and make educated decisions around sales. Let's take a closer look at the system reports and dashboards around sales.
CRM comes with the following out of the box reports:
Account Distribution: This report examines the top revenue-generating accounts by using two charts. The earned revenue chart displays the earned revenue grouped by product, territory, or industry. The accounts count chart displays the amount of earned revenue using the same grouping as the earned revenue chart. This report uses opportunities that are closed as won.
Account Overview: This report displays a one-page overview of an account, including related contact information, summaries of opportunities, and case data.
Account Summary: This report displays the history of an account, and what is scheduled to occur in the future. It shows a chronological summary...