Top 7 Salesforce Reports Every Business Should Be Using in 2025

In 2025, leveraging Salesforce's robust reporting capabilities is essential for businesses aiming to make data-driven decisions.

The right reports can provide insights into sales performance, customer behavior, and operational efficiency.

Here are the top seven Salesforce reports that every business should utilize to stay ahead in the competitive landscape.

1. Pipeline Health Report

Purpose: Monitor the status and progression of sales opportunities.

Key Metrics:

· Opportunity stages

· Deal sizes

· Close dates

· Probability percentages

Benefits:

· Identifies bottlenecks in the sales process

· Forecasts future revenue

· Helps in resource allocation

Best Practices:

· Regularly update opportunity stages

· Use filters to focus on specific time frames or teams

2. Lead Conversion Rate Report

Purpose: Evaluate the effectiveness of lead nurturing and conversion strategies.

Key Metrics:

· Number of leads generated

· Number of leads converted to opportunities

· Conversion percentage

Benefits:

· Measures marketing campaign effectiveness

· Identifies high-performing lead sources

· Optimizes sales and marketing alignment

Best Practices:

· Segment by lead source or campaign

· Analyze trends over time

3. Sales Activity Report

Purpose: Track the activities of sales representatives to ensure consistent engagement with prospects and customers.

Key Metrics:

· Number of calls made

· Emails sent

· Meetings scheduled

· Tasks completed

Benefits:

· Ensures accountability

· Identifies areas for coaching

· Correlates activities with sales outcomes

Best Practices:

· Set activity benchmarks

· Use dashboards for real-time monitoring

4. Customer Retention Report

Purpose: Analyze customer retention rates and identify factors influencing customer loyalty.

Key Metrics:

· Churn rate

· Renewal rates

· Customer lifetime value

Benefits:

· Highlights at-risk customers

· Informs customer success strategies

· Improves long-term revenue forecasting

Best Practices:

· Segment by customer demographics or product lines

· Integrate feedback mechanisms

5. Top Accounts Report

Purpose: Identify and monitor the performance of key accounts contributing significantly to revenue.

Key Metrics:

· Revenue per account

· Number of deals closed

· Engagement frequency

Benefits:

· Focuses efforts on high-value clients

· Enhances account-based marketing strategies

· Strengthens customer relationships

Best Practices:

· Regularly review and update account statuses

· Coordinate cross-functional teams for account management

6. Sales Forecast Report

Purpose: Predict future sales revenue based on current pipeline and historical data.

Key Metrics:

· Projected revenue

· Quota attainment

· Deal closing probabilities

Benefits:

· Informs strategic planning

· Aligns sales targets with business goals

· Prepares for market fluctuations

Best Practices:

· Incorporate AI-driven insights for accuracy

· Update forecasts regularly

7. Case Resolution Time Report

Purpose: Measure the efficiency of customer service teams in resolving support cases.

Key Metrics:

· Average resolution time

· Number of cases closed

· Customer satisfaction scores

Benefits:

· Enhances customer experience

· Identifies training needs

· Improves support processes

Best Practices:

· Set resolution time targets

· Monitor for recurring issues

Conclusion

Implementing these seven Salesforce reports can provide comprehensive insights into various aspects of your business, from sales performance to customer satisfaction.

By regularly analyzing these reports, businesses can make informed decisions, optimize operations, and drive growth in 2025 and beyond.

Resources

· Mastering Salesforce Reporting: Best Practices for 2025

· Best Salesforce Reports and Dashboards for Sales Managers

· Salesforce Reports Best Practices (with Examples)

· Reports and Dashboards Best Practice Guide - Salesforce

· Getting the Most Out of Salesforce Reports and Analytics