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.
Note: Pega Sales Automation for Financial Services uses the same set of reports that are described in this article.
Report categories
Note: Monitor processes, Open cases, Predictive model monitoring, Troubleshooting, and Usage reports belong to Pega Platform™. For more information, see Standard reports and categories.
Organizations in the database without date parameters.
Activity
Report name
Rune name
Report description
Completed activities by top 10 reportees
SFAActivitiesByTypeAndRep
Activities completed within the last 30 days by the top 10 direct reports.
Duplicated contacts
GetDuplicateList
A list of duplicated contacts.
Data import reports
Report name
Rule name
Report description
Accounts
Account
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.
Activities
ActivitiesByOwner
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.
Competitors
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.
Contacts
Contact
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.
Households
GetHouseholds
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.
B2B leads
Lead
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.
B2C leads
LeadInd
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.
Operators
Operator
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.
B2B Opportunities
Opportunity
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.
B2C opportunities
OpportunityInd
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.
Organizations
Organization
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.
Partners
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.
Products
Product
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.
Pulse
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.
Tasks
crmRelatedTasks
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.
Territories
Territory
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.
Time periods
TimePeriods
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.
Lead reports
Report name
Rule name
Report description
Converted leads
crmConvertedLeads
Leads converted to opportunities for the current year.
Leads by source
crmLeadsBySource
Active leads in the sales pipeline for the current year, by source.
Leads list
crmLeadsList
Leads in the database without date parameters.
Leads with no updates
crmLeadsWithNoUpdates
Leads inactive for 30 days or more for the current year.
New leads
crmNewLeads
Leads created in the last 30 days.
Opportunity reports
Report name
Rule name
Report description
Closed opportunities
crmWonOpportunities
Won opportunities for the current year.
New opportunities
crmNewOpportunities
Opportunities created in the last 30 days.
Opportunities by source
crmOpportunityBySource
Active opportunities in the sales pipeline for the current year, by source.
Opportunities in pipeline
crmOpportunityPipeline
Active opportunities in the sales pipeline, by stage.
Opportunities list
crmOpportunitiesList
Opportunities in the database without date parameters.
Opportunities with no activity
crmOppsWithNoUpdates
Opportunities inactive for 30 days or more for the current year.
Sales reports
Report name
Rule name
Report description
Goal attainment
GoalAttainment
Revenue goal attainment metrics by an operator for the current year.
Lost sales
crmLostSales
Opportunities lost by account for the current year.
Sales by account
crmSalesByAccount
Opportunities won by account for the current year.
Sales by rep
crmSalesByRep
Opportunities won by a sales representative for the current year.
Previous topic
Managing list values in Pega Sales Automation (8.2-8.4)
Next topic
Pega Sales Automation dashboard widgets (7.4-8.5)
