If you're a sales leader, odds are you spend too much time chasing down updates, wrangling spreadsheets, and trying to make sense of “status reports” that are half wishful thinking. There’s a better way—and if you’re using Revegy, you’ve already got a decent toolkit. This guide will walk you through automating progress reporting in Revegy so you get real answers, not just pretty dashboards. If you want less busywork and more actual selling, read on.
Why Automate Progress Reporting in the First Place?
Let’s be honest: manual reporting is a mess. It’s slow, error-prone, and nobody likes doing it. Automating progress reports isn’t just a time-saver—it’s about getting visibility you can trust, without having to nag your team.
Here’s what the best automation delivers: - Accurate, up-to-date info without manual chasing - Consistent formats that make weekly reviews less painful - Time saved for reps and managers alike - Fewer “surprises” at the end of the quarter
But don’t expect magic. Automation works if your sales process and data habits are halfway decent. If your team is allergic to updates or you’re swimming in custom fields nobody uses, start there first.
Step 1: Get Crystal Clear on What Progress You Actually Need
Before you dive into Revegy’s automation features, stop and think: What do you really want out of a progress report? “Everything” isn’t an answer.
Focus on What Matters
Ask yourself: - Are you tracking deal stage movement? - Do you care about activity (calls, meetings) or just outcomes? - Is forecast accuracy your north star, or is coaching the main goal? - Who’s the audience—execs, managers, or reps?
Write down the 3–5 most important metrics or milestones. Examples: - % of deals advancing to next stage this week - Key risks flagged (e.g., no customer decision-maker engaged) - Next steps and owner for each critical deal
Pro tip: The more you automate “noise,” the harder it’ll be to spot what matters. Focus on signals, not every possible datapoint.
Step 2: Make Sure Your Data House Isn’t on Fire
Automation is only as good as your underlying data. If your team isn’t using Revegy properly, your reports won’t be worth much.
Do a Quick Data Hygiene Check
- Are required fields actually filled out?
- Are opportunity stages current, or does everything sit at 40% forever?
- Is everyone logging activities, or are updates done in a panic before pipeline review?
If you find big gaps, fix those first. Sometimes, just cleaning up your picklists and setting up basic reminders saves more time than any automation wizardry.
Step 3: Set Up Progress Tracking in Revegy
Revegy offers a handful of tools for tracking progress. The basics: - Opportunity maps and relationship maps for visual status - Playbooks for defined sales processes and milestones - Custom fields and status flags for risk or next steps
Build Playbooks for Consistent Tracking
If you haven’t already, set up Revegy playbooks that match your sales process. These should outline the key steps or gates a deal should pass. This makes it easy to automate reporting on where things are stuck.
- Keep playbooks simple: Too many steps = nobody uses them.
- Use clear labels (“Decision Maker Identified” beats “Step 3”).
Use Status Flags and Custom Fields
If you need to track risks, blockers, or critical actions, use Revegy’s custom fields and flags. Just don’t go wild—if everything is “critical,” nothing is.
Step 4: Automate Data Collection and Updates
Now to the heart of it: getting data into Revegy without hounding the team.
Options to Automate Data Entry
- CRM Integration: Connect Revegy to your CRM (Salesforce, Dynamics, etc.) so opportunity data syncs automatically.
- Make sure your CRM fields match what you want in Revegy.
- Test the sync—errors here can quietly ruin your reports.
- Activity Feeds: Use email/calendar integration, if available, so meetings and emails log automatically.
- Reminders & Nudges: Set up Revegy reminders for reps to update fields before key meetings. Annoying, but it works.
What doesn’t work: Relying on “end of quarter” data dumps or asking reps to fill out long forms. If it’s not quick, it won’t happen.
Step 5: Build and Schedule Your Progress Reports
Now you’re ready to actually automate reporting. Revegy’s reporting tools aren’t flashy, but they get the job done if you know what you want.
How to Set Up Automated Reports
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Choose Your Template or Build Custom
- Start with standard pipeline or playbook progress reports if you can—they’re easier to maintain.
- For custom needs, use Revegy’s report builder. Pick only the fields you care about.
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Set Filters
- Filter by team, territory, or deal size as needed.
- Exclude dead or stalled deals to keep it focused.
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Schedule Delivery
- Most sales leaders want weekly or biweekly reports.
- In Revegy, set reports to auto-email to yourself, your managers, or anyone else.
- Test the first run—sometimes attachments go to spam, or formats get wonky.
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Set Up Dashboards (Optional)
- If you’re more visual, build a dashboard in Revegy for quick checks.
- Share links with your team instead of PDFs, if possible.
Pro tip: Don’t overdo the frequency. Daily reports are usually ignored. Weekly works for most teams.
Step 6: Close the Loop—Make Reports Actually Useful
Automated reports are only useful if someone acts on them.
- Use the report as the agenda for pipeline reviews.
- Flag issues in the report that require manager follow-up.
- Praise reps who consistently keep data clean—peer pressure works.
But don’t weaponize reports. If every report turns into a grilling, people will game the system. Use the data to coach, not just to punish.
What to Ignore (And What to Watch Out For)
There’s a lot of noise around “AI-powered insights” and “deal scoring” these days. Here’s what’s actually useful in Revegy, and what’s mostly hype:
- Useful: Automated progress tracking, reminders, simple dashboards, CRM integrations.
- Ignore (for now): Fancy AI risk scores, unless you trust your data 100% (and almost nobody does).
- Watch out for: Over-customizing reports. If you need a consultant to understand your progress report, it’s too complicated.
Keep It Simple, Iterate, and Don’t Be Afraid to Change Course
Automating progress reporting in Revegy isn’t rocket science, but it does take a little discipline up front. Start with the basics, see what actually helps you run the business, and don’t be afraid to cut reports that nobody reads. The goal isn’t “more data”—it’s more time for real selling and fewer ugly surprises at quarter’s end.
If you keep things simple and tweak as you go, you’ll actually get the visibility you need—without wasting hours on busywork. That’s the kind of automation that actually sticks.