Pega Sales Automation™ applications provide a set of standard reports that capture
your sales data to give you a real-time view of the state of your business. In addition to
the provided reports, you can create your own reports to analyze the data that is most
important to your organization.
Pega Sales Automation
Implementation Guide
Note: For information about application-specific reports, see the following articles:
Monitor processes, Open cases, Predictive model monitoring, Troubleshooting, and Usage
reports belong to Pega Platform™. For more information, see Report categories.
Account and contact reports
| Name | Description | Rule name |
| Accounts list | Accounts in the database without date parameters. | crmAccountsList |
| Contacts list | Contacts in the database without date parameters. | crmContactsList |
| New accounts | Accounts created in the last 30 days. | crmNewAccounts |
| New contacts | Contacts created in the last 30 days. | crmNewContacts |
| New organizations | Organizations created in the last 30 days. | crmNewOrganizations |
| Organizations list | Organizations in the database without date parameters. | crmOrganizationsList |
Activity
| Name | Description | Rule name |
| Completed activities by top 10 reportees | Activities completed within the last 30 days by the top 10 direct
reports. | SFAActivitiesByTypeAndRep |
| Duplicated contacts | A list of duplicated contacts. | GetDuplicateList |
Data import reports
| Name | Description | Rule name |
| Accounts | Open accounts that you can use as a template to prepare a new set of
data or to update existing data, which you can import by using the Data
import wizard. | Account |
| Activities | Open activities that you can use as a template to prepare a new set
of data or to update existing data, which you can import by using the
Data import wizard. | ActivitiesByOwner |
| Competitors | Open competitors that you can use as a template to prepare a new set
of data or to update existing data, which you can import by using the
Data import wizard. | Competitors |
| Contacts | Open contacts that you can use as a template to prepare a new set of
data or to update existing data, which you can import by using the Data
import wizard. | Contact |
| Households | Open households that you can use as a template to prepare a new set
of data or to update existing data, which you can import by using the
Data import wizard. | GetHouseholds |
| B2B leads | Open business leads that you can use as a template to prepare a new
set of data or to update existing data, which you can import by using
the Data import wizard. | Lead |
| B2C leads | Open individual leads that you can use as a template to prepare a new
set of data or to update existing data, which you can import by using
the Data import wizard. | LeadInd |
| Operators | Open operators that you can use as a template to prepare a new set of
data or to update existing data, which you can import by using the Data
import wizard. | Operator |
| B2B opportunities | Open business opportunities that you can use as a template to prepare
a new set of data or to update existing data, which you can import by
using the Data import wizard. | Opportunity |
| B2C opportunities | Open individual opportunities that you can use as a template to
prepare a new set of data or to update existing data, which you can
import by using the Data import wizard. | OpportunityInd |
| Organizations | Open organizations that you can use as a template to prepare a new
set of data or to update existing data, which you can import by using
the Data import wizard. | Organization |
| Partners | Organization partners that you can use as a template to prepare a new
set of data or to update existing data, which you can import by using
the Data import wizard. | Partners |
| Products | Products that you can use as a template to prepare a new set of data
or to update existing data, which you can import by using the Data
import wizard. | Product |
| Pulse | Pulse posts created within the last 30 days that you can use as a
template to prepare a new set of data or to update existing data, which
you can import by using the Data import wizard. | Pulse |
| Tasks | Tasks of a currently logged-in operator that you can use as a
template to prepare a new set of data or to update existing data, which
you can import by using the Data import wizard. | crmRelatedTasks |
| Territories | Territories that you can use as a template to prepare a new set of
data or to update existing data, which you can import by using the Data
import wizard. | Territory |
| Time periods | Time periods that you can use as a template to prepare a new set of
data or to update existing data, which you can import by using the Data
import wizard. | TimePeriods |
Lead reports
| Name | Description | Rule name |
| Converted leads | Leads converted to opportunities for the current year. | crmConvertedLeads |
| Lead by source | Active leads in the sales pipeline for the current year, by
source. | crmLeadsBySource |
| Leads list | Leads in the database without date parameters. | crmLeadsList |
| Leads with no updates | Leads inactive for 30 days or more for the current year. | crmLeadsWithNoUpdates |
| New leads | Leads created in the last 30 days. | crmNewLeads |
Opportunity reports
| Name | Description | Rule name |
| Closed opportunities | Won opportunities for the current year. | crmWonOpportunities |
| New opportunities | Opportunities created in the last 30 days. | crmNewOpportunities |
| Opportunities by source | Active opportunities in the sales pipeline for the current year, by
source. | crmOpportunityBySource |
| Opportunities in pipeline | Active opportunities in the sales pipeline, by stage. | crmOpportunityPipeline |
| Opportunities list | Opportunities in the database without date parameters. | crmOpportunitiesList |
| Opportunities with no activity | Opportunities inactive for 30 days or more for the current
year. | crmOppsWithNoUpdates |
Sales reports
| Name | Description | Rule name |
| Goal attainment | Revenue goal attainment metrics by an operator for the current
year. | GoalAttainment |
| Lost sales | Opportunities lost by account for the current year. | crmLostSales |
| Sales by account | Opportunities won by account for the current year. | crmSalesByAccount |
| Sales by rep | Opportunities won by a sales representative for the current
year. | crmSalesByRep |
