{"id":7451,"date":"2022-12-09T05:43:00","date_gmt":"2022-12-09T05:43:00","guid":{"rendered":"https:\/\/www.commusoft.com\/?p=7451"},"modified":"2025-12-15T08:44:06","modified_gmt":"2025-12-15T14:44:06","slug":"sales-reporting-kpis","status":"publish","type":"post","link":"https:\/\/www.commusoft.com\/en-gb\/blog\/sales-reporting-kpis\/","title":{"rendered":"Measuring Success with Sales KPIs and Reporting"},"content":{"rendered":"<p><strong><em>You\u2019re tracking your&nbsp;sales pipeline, creating awesome&nbsp;proposals, and offering low-friction&nbsp;financing options, you&#8217;ll only know if it&#8217;s working well when your sales reporting and KPIs are on track<\/em>.<\/strong><\/p>\n\n\n\n<p><strong><em>It\u2019s essential that you have eyes on the numbers or you may miss opportunities to make vital improvements.<\/em><\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>The good news is, that by taking this more methodical approach to your <a href=\"https:\/\/www.commusoft.com\/en-us\/blog\/sales-strategy-guide\">sales strategy<\/a>, you\u2019re setting yourself up to better measure your selling performance at each stage.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Are you closing enough deals?<\/strong><\/li>\n\n\n\n<li><strong>Are your jobs profitable?<\/strong><\/li>\n\n\n\n<li><strong>Is anyone in your team underperforming?<\/strong><\/li>\n<\/ul>\n\n\n\n<p>To do sales well, you\u2019ll need to be able to answer all of the above and more.<\/p>\n\n\n\n<p>The great thing is, numbers don\u2019t lie. Sales reporting tools can help you pinpoint and record specific sales pipeline metrics that are crucial to the profitability of your business. <\/p>\n\n\n\n<p>Taking the time to understand the different successful aspects of your sales strategy will allow you to see what\u2019s going well, what you can do better, and help you lay out a plan for better results in the future.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n\n\n<!--HubSpot Call-to-Action Code --><span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-0978043e-3325-47e3-8767-2620023c49bc\"><span class=\"hs-cta-node hs-cta-0978043e-3325-47e3-8767-2620023c49bc\" id=\"hs-cta-0978043e-3325-47e3-8767-2620023c49bc\"><!--[if lte IE 8]><div id=\"hs-cta-ie-element\"><\/div><![endif]--><a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/530619\/0978043e-3325-47e3-8767-2620023c49bc\" ><img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-0978043e-3325-47e3-8767-2620023c49bc\" style=\"border-width:0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/530619\/0978043e-3325-47e3-8767-2620023c49bc.png\"  alt=\"New call-to-action\"\/><\/a><\/span><script charset=\"utf-8\" src=\"https:\/\/js.hscta.net\/cta\/current.js\"><\/script><script type=\"text\/javascript\"> hbspt.cta.load(530619, '0978043e-3325-47e3-8767-2620023c49bc', {\"useNewLoader\":\"true\",\"region\":\"na1\"}); <\/script><\/span><!-- end HubSpot Call-to-Action Code -->\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"sales-reporting-with-metrics-and-kpis\">The Importance of Sales Reporting with KPIs<\/h2>\n\n\n\n<p>Key performance indicators (KPIs) are vital metrics that measure your success. They bring your sales reporting to life.<\/p>\n\n\n\n<p>You\u2019ll need to think about exactly which sales KPIs make sense for your business, industry, and team, as&nbsp;there\u2019s no one-size-fits-all approach to sales metrics.<\/p>\n\n\n\n<p>Of course, the biggest indicator of all is the bottom line: how much money is your business making? <\/p>\n\n\n\n<p>However, by tracking multiple sales KPIs, you get a much more complete assessment of your <a href=\"https:\/\/www.commusoft.com\/en-us\/blog\/sales-pipeline-management\">sales pipeline management<\/a> and its strengths and weaknesses.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">The KPIs You Should Monitor<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Total opportunities won<\/strong>: put simply, this is the total number of deals marked as won within a certain timeframe.<\/li>\n<\/ul>\n\n\n\n<p><em>&nbsp; &nbsp; &nbsp; &nbsp;Example: six new deals in the previous week.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>The total value of opportunities won:<\/strong> you should know the total income generated from all won deals within a certain timeframe.<\/li>\n<\/ul>\n\n\n\n<p><em>&nbsp; &nbsp; &nbsp; &nbsp;Example: \u00a355,000 for the six won deals from the previous week.&nbsp;<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>The total profit of opportunities won:<\/strong> The total income generated from all won deals, minus the operational costs of those jobs.<\/li>\n<\/ul>\n\n\n\n<p><em>&nbsp; &nbsp; &nbsp; &nbsp;Example: the six new jobs will contribute to \u00a330,000 in profits.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Win rate<\/strong>: The total number of opportunities won, divided by the total number of opportunities.<\/li>\n<\/ul>\n\n\n\n<p><em>&nbsp; &nbsp; &nbsp; &nbsp; Example: you won six out of 10 opportunities, meaning your win rate is 60%.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Total open opportunities<\/strong>: this is the total number of opportunities still in progress.<\/li>\n<\/ul>\n\n\n\n<p><em>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Example: there are five deals in various selling stages within your team&#8217;s pipeline.&nbsp;<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Total value of open opportunities: <\/strong>your team should always know the total (estimated) value of all opportunities still in progress. This represents current sales potential.<\/li>\n<\/ul>\n\n\n\n<p><em>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Example: the total value of the five open opportunities is \u00a345,000.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Profit per type of work:<\/strong> this report covers the total income generated from all won deals within a certain category, minus the operational costs of those jobs.<\/li>\n<\/ul>\n\n\n\n<p><em>&nbsp; &nbsp; &nbsp; &nbsp;Example: three installations will contribute to \u00a320,000 in profits.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Average length of the sales cycle: <\/strong>this covers the average time (in days) that it takes from adding a new opportunity to winning the deal.<\/li>\n<\/ul>\n\n\n\n<p><em>&nbsp; &nbsp; &nbsp; &nbsp;Example: the average time for a prospect to become a customer is 14 days.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Revenue from add-ons: <\/strong>you should understand the total value of all sold add-ons in isolation.<\/li>\n<\/ul>\n\n\n\n<p><em>&nbsp; &nbsp; &nbsp; &nbsp;Example: Add-ons contributed to +\u00a31,000 in revenue for the previous week.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>The total value of discounts provided: <\/strong>this report tracks the total value of discounts provided in won deals. This metric is assessed by how low the value is.<\/li>\n<\/ul>\n\n\n\n<p><em>&nbsp; &nbsp; &nbsp; &nbsp;Example: the six won deals had \u00a3800 in discounts, combined.<\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-turn-sales-kpis-into-business-insights\">How to Turn Sales KPIs into Business Insights<\/h2>\n\n\n\n<p>Now that you have an idea about which sales KPIs to measure, the challenge still remains, how do you extract insights from them? <\/p>\n\n\n\n<p>Essentially, you know your numbers\u2026 but what do they&nbsp;<em>really<\/em>&nbsp;mean?<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img decoding=\"async\" width=\"1024\" height=\"409\" src=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Sales-reporting-blur-1024x409.png.avif\" alt=\"\" class=\"wp-image-7471\" style=\"width:759px;height:auto\" srcset=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Sales-reporting-blur-1024x409.png.avif 1024w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Sales-reporting-blur-1024x409.png-300x120.avif 300w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Sales-reporting-blur-1024x409.png-768x307.avif 768w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Sales-reporting-blur-1024x409.png-18x7.avif 18w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>The reality is it will take time and effort to analyze your sales reports. You\u2019ll need to investigate multiple sales metrics, assess your sales team\u2019s metrics, and ask yourself the right questions.<\/p>\n\n\n\n<p>However, it\u2019s absolutely worth generating sales reporting on a regular basis; intuitive <a href=\"https:\/\/www.commusoft.com\/en-us\/features\/analytics\">analytics software<\/a> can be particularly helpful here.<\/p>\n\n\n\n<p>Understanding company numbers is the only way you can move your business forward with confidence.<\/p>\n\n\n\n<p>Let\u2019s look at a theoretical example and examine some high level questions you may need to think about.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Questions to Ask When Analysing Your Sales KPIs<\/h3>\n\n\n\n<p><strong>Scenario:<\/strong> Total deals won is increasing, but total profit is not matching. Essentially, you\u2019re winning more work, but not creating much more money as the total value of those deals is low.<\/p>\n\n\n\n<p>Here are some questions to ask to help you understand what to change of improve:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Are you winning the sort of jobs you want?<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Every business will have low-margin and high-margin work; is it possible your marketing is attracting too much low-margin work?<\/li>\n\n\n\n<li>Is your sales team over-prioritising low-margin work because they are easy wins?<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Where in the pipeline are you losing high-margin opportunities?<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Are they reaching the proposal stage? If yes, you may want to review your <a href=\"https:\/\/www.commusoft.com\/en-us\/blog\/sales-pipeline-management\">sales proposal templates<\/a> and follow-ups to see if they can be improved<\/li>\n\n\n\n<li>Do you simply have fewer high-margin inquiries than before? Should you consider reviewing your marketing?<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Have your costs increased?<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If your costs have increased, have you reflected that in the price you charge?<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Is your team offering too many discounts in order to win jobs?<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Discounts are a double-edged sword. They can be the push that a prospect needs, but too many will hurt profitability. You may need to talk to your team.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Is your team selling less add-ons?<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add-ons can be a substantial contribution to your revenue. Is your team including them in proposals? If customers are not choosing them, you may need to review which add-ons you include and their price.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" width=\"540\" height=\"254\" src=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Commusoft_Selling_for_the_trades_diagram5.png.webp\" alt=\"\" class=\"wp-image-7472\" srcset=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Commusoft_Selling_for_the_trades_diagram5.png.webp 540w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Commusoft_Selling_for_the_trades_diagram5.png-300x141.webp 300w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Commusoft_Selling_for_the_trades_diagram5.png-18x8.webp 18w\" sizes=\"(max-width: 540px) 100vw, 540px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"setting-goals-with-sales-reporting\">Setting Goals with Sales Reporting<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Company Goals<\/h3>\n\n\n\n<p>Goals are critical in order to benchmark your success. Defining yearly, quarterly, and monthly goals can help give you perspective on whether your sales strategy is working. <\/p>\n\n\n\n<p>Sales reporting is where you gauge the impact of your goals. <\/p>\n\n\n\n<p>Further,  <a href=\"https:\/\/www.commusoft.com\/en-us\/job-management-software\">job management software<\/a> will help your team understand how each of your services affects business profits. You\u2019ll need to base these goals on your running costs and your overall company objectives.<\/p>\n\n\n\n<p>For example, if you wish to hire another five employees next year, how much money do you need to make this year to make such an investment feasible?<\/p>\n\n\n\n<p>You may find that you need to change or revise your goals as the year goes by. If you are blowing your goals out of the water with minimal effort, you might consider increasing them. <\/p>\n\n\n\n<p>Meanwhile, external factors or staff changes may make it near-impossible for you to reach other goals, in which case they may need to be reevaluated.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Team Goals<\/h3>\n\n\n\n<p>Individual teams should have goals too, which will feed into your overarching company goals. It\u2019s important that these team goals are achievable and that you link them to initiatives you and your team are actively taking. <\/p>\n\n\n\n<p>If you wish to increase your win rate by 10%, what exactly will you do to achieve that goal? Telling your team that you expect them to drive up their numbers, without a plan to do so is a sure fire way to cause frustration.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Individual Employee Goals<\/h3>\n\n\n\n<p>Employees (especially those making sales) should understand what is expected of them and how they contribute to the bigger picture. <\/p>\n\n\n\n<p>If you expect \u00a3X revenue from your sales team, how much of that needs to be contributed by whom? <\/p>\n\n\n\n<p>You should base individual goals on an employee\u2019s seniority, experience, and track record to make sure they are reflective of their potential.<\/p>\n\n\n\n<p>Each salesperson should know their personal sales goals, how they help make up the team goal, and ideally understand the context of why their goals are important to the company\u2019s overall objectives.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"learning-from-your-proposals\">Learning From Your Proposals<\/h2>\n\n\n\n<p>A valuable sales report is one that measures the effectiveness of your sales proposals.<\/p>\n\n\n\n<p>Beyond the quantifiable numbers of your metrics, it\u2019s also revealing to analyze your sales proposals and assess them from a qualitative perspective \u2013&nbsp;<strong>are they as good as they can be?<\/strong><\/p>\n\n\n\n<p>Take time to reflect on your lost proposals and see if you can glean any insights into why it wasn\u2019t successful. <\/p>\n\n\n\n<p>If you were able to record the reason that the customer didn\u2019t accept at the time, then this is your opportunity to assess that further. Was it anything that you could change? Are you displaying value, expertise, and trust that aligns with your prospect?<\/p>\n\n\n\n<p>This is how you learn and improve. Furthermore, your sales team can compile a list of lost prospects to follow up with or revisit in the future. Just because the prospect wasn\u2019t ready to move forward with the service you offered, doesn\u2019t mean they won\u2019t have a need for your business in the future.<\/p>\n\n\n\n<p>It\u2019s just as important to understand&nbsp;<em>why you\u2019re<\/em>&nbsp;<em>winning<\/em>, as it is to know why your <a href=\"https:\/\/www.commusoft.com\/en-gb\/blog\/why-your-business-is-losing-tenders\">business is losing tenders<\/a>. Obviously, winning highlights what you do well. But is there anything from your successful proposals that you could replicate in others?<\/p>\n\n\n\n<p>Understanding the specific reasons why prospects pick your proposal over another will help you scale your business and provide better service.<\/p>\n\n\n\n<p>You may even find you need to shake your proposals up as time goes by, which is where <a href=\"https:\/\/www.commusoft.com\/en-us\/features\/digital-forms-software\">estimating and quoting software<\/a> can be beneficial. Don\u2019t be afraid to revisit the structure and design of your proposals to make sure you have a fresh and up-to-date look.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n\n\n<!--HubSpot Call-to-Action Code --><span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-583455de-68d3-4611-b626-0a2f2323f884\"><span class=\"hs-cta-node hs-cta-583455de-68d3-4611-b626-0a2f2323f884\" id=\"hs-cta-583455de-68d3-4611-b626-0a2f2323f884\"><!--[if lte IE 8]><div id=\"hs-cta-ie-element\"><\/div><![endif]--><a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/530619\/583455de-68d3-4611-b626-0a2f2323f884\" ><img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-583455de-68d3-4611-b626-0a2f2323f884\" style=\"border-width:0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/530619\/583455de-68d3-4611-b626-0a2f2323f884.png\"  alt=\"contact commusoft sales team today\"\/><\/a><\/span><script charset=\"utf-8\" src=\"https:\/\/js.hscta.net\/cta\/current.js\"><\/script><script type=\"text\/javascript\"> hbspt.cta.load(530619, '583455de-68d3-4611-b626-0a2f2323f884', {\"useNewLoader\":\"true\",\"region\":\"na1\"}); <\/script><\/span><!-- end HubSpot Call-to-Action Code -->\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Do You Know your Sales Conversion Rate?<\/h2>\n\n\n\n<p>By this, we mean the percentage of your leads that turn into paying customers. <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>If the answer is yes:<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Fantastic!&nbsp;Do you wish it was higher? It\u2019s great that you have access to this reporting and it shows you\u2019re taking your sales strategy seriously.<\/p>\n\n\n\n<p>Your next steps could be to simplify the recording and analysis of this data \u2013 or to dig down into additional sales metrics or KPIs, like performance by salesperson, profit margins per job.<\/p>\n\n\n\n<p>If you\u2019d like to hear about a new way that trades businesses can report on their sales strategies,&nbsp;<a href=\"https:\/\/www.commusoft.com\/en-us\/features\/field-sales-crm\">learn more about Commusoft, here!<\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>If the answer is no:<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Understandable!\u00a0It\u2019s incredibly difficult without the proper tools and processes in place to track this data. However, if you really wish to evaluate and analyse your sales strategy as you go, it\u2019s essential. <\/p>\n\n\n\n<p>Otherwise, you\u2019ll simply be making blind stabs in the dark.<\/p>\n\n\n\n<p>The best solution is for your pipeline tools (where you record each opportunity) to work alongside your sales reporting software, so you have one set of data to work with \u2013 a single source of truth.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">It\u2019s Time to Create Your Sales Strategy<\/h2>\n\n\n\n<p>There you have it! Our guide offers a compilation of sales best practices that your team can use to efficiently and consistently convert leads into sales.<\/p>\n\n\n\n<p><strong>But, this is not the end &#8211; it\u2019s only the beginning.<\/strong> Managing all this newfound work is a different ballpark entirely! But creating a sales strategy isn\u2019t anything to fear. <\/p>\n\n\n\n<p>You\u2019ve got the outline of the sales mindset, structure, as well as some of the skills needed to make a success of your sales strategy, but now it\u2019s time to do the actual hard work. <\/p>\n\n\n\n<p>Sales strategy implementation doesn\u2019t happen overnight. <\/p>\n\n\n\n<p>If you\u2019re serious about growing your sales, you\u2019ll need to take the time to plan your strategy, align your team, find the best sales tools, and define what success looks like to you.<\/p>\n\n\n\n<p>To get you on the right track, we\u2019ve put together a handy free guide: <a href=\"https:\/\/www.commusoft.com\/en-us\/resources\/stop-quoting-start-selling-guide\">Stop Quoting, Start Selling<\/a>, which will help you build better sales proposals, create stronger customer relationships, and ultimately <em>start selling<\/em>.<\/p>\n\n\n\n\n\n<!--HubSpot Call-to-Action Code --><span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-0978043e-3325-47e3-8767-2620023c49bc\"><span class=\"hs-cta-node hs-cta-0978043e-3325-47e3-8767-2620023c49bc\" id=\"hs-cta-0978043e-3325-47e3-8767-2620023c49bc\"><!--[if lte IE 8]><div id=\"hs-cta-ie-element\"><\/div><![endif]--><a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/530619\/0978043e-3325-47e3-8767-2620023c49bc\" ><img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-0978043e-3325-47e3-8767-2620023c49bc\" style=\"border-width:0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/530619\/0978043e-3325-47e3-8767-2620023c49bc.png\"  alt=\"New call-to-action\"\/><\/a><\/span><script charset=\"utf-8\" src=\"https:\/\/js.hscta.net\/cta\/current.js\"><\/script><script type=\"text\/javascript\"> hbspt.cta.load(530619, '0978043e-3325-47e3-8767-2620023c49bc', {\"useNewLoader\":\"true\",\"region\":\"na1\"}); <\/script><\/span><!-- end HubSpot Call-to-Action Code -->","protected":false},"excerpt":{"rendered":"<p>You\u2019re tracking your&nbsp;sales pipeline, creating awesome&nbsp;proposals, and offering low-friction&nbsp;financing options, you&#8217;ll only know if it&#8217;s working well when your sales reporting and KPIs are on track. It\u2019s essential that you have eyes on the numbers or you may miss opportunities to make vital improvements. The good news is, that by taking this more methodical approach&hellip;<\/p>","protected":false},"author":6,"featured_media":7612,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[17],"tags":[],"class_list":["post-7451","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-selling"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How Sales Reporting and KPIs Helps Trades Businesses Grow<\/title>\n<meta name=\"description\" content=\"Sales reporting and KPIs help trades businesses focus on what matters most. Discover how sales KPIs can dictate your company&#039;s future.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.commusoft.com\/en-gb\/blog\/sales-reporting-kpis\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Sales Reporting and KPIs Helps Trades Businesses Grow\" \/>\n<meta property=\"og:description\" content=\"Sales reporting and KPIs help trades businesses focus on what matters most. Discover how sales KPIs can dictate your company&#039;s future.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.commusoft.com\/en-gb\/blog\/sales-reporting-kpis\/\" \/>\n<meta property=\"og:site_name\" content=\"Commusoft\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/facebook.com\/Commusoft\/\" \/>\n<meta property=\"article:published_time\" content=\"2022-12-09T05:43:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-15T14:44:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/12\/sales-reporting-kpis-blog-cover.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1280\" \/>\n\t<meta property=\"og:image:height\" content=\"720\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Rhys Pattimore\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@commusoft\" \/>\n<meta name=\"twitter:site\" content=\"@commusoft\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Rhys Pattimore\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"11 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.commusoft.com\/blog\/sales-reporting-kpis\/\",\"url\":\"https:\/\/www.commusoft.com\/blog\/sales-reporting-kpis\/\",\"name\":\"How Sales Reporting and KPIs Helps Trades Businesses Grow\",\"isPartOf\":{\"@id\":\"https:\/\/www.commusoft.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.commusoft.com\/blog\/sales-reporting-kpis\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.commusoft.com\/blog\/sales-reporting-kpis\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/12\/sales-reporting-kpis-blog-cover.jpg\",\"datePublished\":\"2022-12-09T05:43:00+00:00\",\"dateModified\":\"2025-12-15T14:44:06+00:00\",\"author\":{\"@id\":\"https:\/\/www.commusoft.com\/#\/schema\/person\/9e92fe164170178dda36709abbead768\"},\"description\":\"Sales reporting and KPIs help trades businesses focus on what matters most. Discover how sales KPIs can dictate your company's future.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.commusoft.com\/blog\/sales-reporting-kpis\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.commusoft.com\/blog\/sales-reporting-kpis\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/www.commusoft.com\/blog\/sales-reporting-kpis\/#primaryimage\",\"url\":\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/12\/sales-reporting-kpis-blog-cover.jpg\",\"contentUrl\":\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/12\/sales-reporting-kpis-blog-cover.jpg\",\"width\":1280,\"height\":720,\"caption\":\"Sales reporting KPIs blog cover\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.commusoft.com\/blog\/sales-reporting-kpis\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.commusoft.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Measuring Success with Sales KPIs and Reporting\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.commusoft.com\/#website\",\"url\":\"https:\/\/www.commusoft.com\/\",\"name\":\"Commusoft\",\"description\":\"Field Service Management Software\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.commusoft.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.commusoft.com\/#\/schema\/person\/9e92fe164170178dda36709abbead768\",\"name\":\"Rhys Pattimore\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/www.commusoft.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/435d3964ba8ac214f8655c0e2171d92da788e86dc45c4664794de1c3f04fb37b?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/435d3964ba8ac214f8655c0e2171d92da788e86dc45c4664794de1c3f04fb37b?s=96&d=mm&r=g\",\"caption\":\"Rhys Pattimore\"},\"description\":\"Rhys has been writing content for field service professionals for over six years. Whether it's plumbing &amp; heating, electrical, or renewable tech, you'll find Rhys sharing advice that aims to help readers learn more about software.\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How Sales Reporting and KPIs Helps Trades Businesses Grow","description":"Sales reporting and KPIs help trades businesses focus on what matters most. Discover how sales KPIs can dictate your company's future.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.commusoft.com\/en-gb\/blog\/sales-reporting-kpis\/","og_locale":"en_GB","og_type":"article","og_title":"How Sales Reporting and KPIs Helps Trades Businesses Grow","og_description":"Sales reporting and KPIs help trades businesses focus on what matters most. Discover how sales KPIs can dictate your company's future.","og_url":"https:\/\/www.commusoft.com\/en-gb\/blog\/sales-reporting-kpis\/","og_site_name":"Commusoft","article_publisher":"https:\/\/facebook.com\/Commusoft\/","article_published_time":"2022-12-09T05:43:00+00:00","article_modified_time":"2025-12-15T14:44:06+00:00","og_image":[{"width":1280,"height":720,"url":"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/12\/sales-reporting-kpis-blog-cover.jpg","type":"image\/jpeg"}],"author":"Rhys Pattimore","twitter_card":"summary_large_image","twitter_creator":"@commusoft","twitter_site":"@commusoft","twitter_misc":{"Written by":"Rhys Pattimore","Estimated reading time":"11 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.commusoft.com\/blog\/sales-reporting-kpis\/","url":"https:\/\/www.commusoft.com\/blog\/sales-reporting-kpis\/","name":"How Sales Reporting and KPIs Helps Trades Businesses Grow","isPartOf":{"@id":"https:\/\/www.commusoft.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.commusoft.com\/blog\/sales-reporting-kpis\/#primaryimage"},"image":{"@id":"https:\/\/www.commusoft.com\/blog\/sales-reporting-kpis\/#primaryimage"},"thumbnailUrl":"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/12\/sales-reporting-kpis-blog-cover.jpg","datePublished":"2022-12-09T05:43:00+00:00","dateModified":"2025-12-15T14:44:06+00:00","author":{"@id":"https:\/\/www.commusoft.com\/#\/schema\/person\/9e92fe164170178dda36709abbead768"},"description":"Sales reporting and KPIs help trades businesses focus on what matters most. Discover how sales KPIs can dictate your company's future.","breadcrumb":{"@id":"https:\/\/www.commusoft.com\/blog\/sales-reporting-kpis\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.commusoft.com\/blog\/sales-reporting-kpis\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.commusoft.com\/blog\/sales-reporting-kpis\/#primaryimage","url":"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/12\/sales-reporting-kpis-blog-cover.jpg","contentUrl":"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/12\/sales-reporting-kpis-blog-cover.jpg","width":1280,"height":720,"caption":"Sales reporting KPIs blog cover"},{"@type":"BreadcrumbList","@id":"https:\/\/www.commusoft.com\/blog\/sales-reporting-kpis\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.commusoft.com\/"},{"@type":"ListItem","position":2,"name":"Measuring Success with Sales KPIs and Reporting"}]},{"@type":"WebSite","@id":"https:\/\/www.commusoft.com\/#website","url":"https:\/\/www.commusoft.com\/","name":"Commusoft","description":"Field Service Management Software","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.commusoft.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Person","@id":"https:\/\/www.commusoft.com\/#\/schema\/person\/9e92fe164170178dda36709abbead768","name":"Rhys Pattimore","image":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.commusoft.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/435d3964ba8ac214f8655c0e2171d92da788e86dc45c4664794de1c3f04fb37b?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/435d3964ba8ac214f8655c0e2171d92da788e86dc45c4664794de1c3f04fb37b?s=96&d=mm&r=g","caption":"Rhys Pattimore"},"description":"Rhys has been writing content for field service professionals for over six years. Whether it's plumbing &amp; heating, electrical, or renewable tech, you'll find Rhys sharing advice that aims to help readers learn more about software."}]}},"_links":{"self":[{"href":"https:\/\/www.commusoft.com\/en-gb\/wp-json\/wp\/v2\/posts\/7451","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.commusoft.com\/en-gb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.commusoft.com\/en-gb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.commusoft.com\/en-gb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.commusoft.com\/en-gb\/wp-json\/wp\/v2\/comments?post=7451"}],"version-history":[{"count":23,"href":"https:\/\/www.commusoft.com\/en-gb\/wp-json\/wp\/v2\/posts\/7451\/revisions"}],"predecessor-version":[{"id":9248,"href":"https:\/\/www.commusoft.com\/en-gb\/wp-json\/wp\/v2\/posts\/7451\/revisions\/9248"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.commusoft.com\/en-gb\/wp-json\/wp\/v2\/media\/7612"}],"wp:attachment":[{"href":"https:\/\/www.commusoft.com\/en-gb\/wp-json\/wp\/v2\/media?parent=7451"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.commusoft.com\/en-gb\/wp-json\/wp\/v2\/categories?post=7451"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.commusoft.com\/en-gb\/wp-json\/wp\/v2\/tags?post=7451"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}