If you’re still pulling sales reports by hand every week, you’re burning time and patience. This guide is for B2B sales managers and ops folks who want to automate reporting in Convert.com without spending days on setup—or getting stuck in yet another spreadsheet rabbit hole. Let’s cut through the fluff and get your team the data they need, when they need it.
Why bother automating reports in Convertcom?
Let’s be real: reporting is boring, but it’s necessary. The less time your sales team spends wrangling data, the more time they have to actually sell. Automated reports mean:
- No more copy-paste errors or “Oops, wrong quarter” moments
- Reports show up on time, every time
- You can actually trust your numbers (well, most of the time)
But, automation isn’t magic. If your data in Convertcom is a mess, the best automation in the world won’t save you. So we’ll cover a bit of cleanup, then get your reports running on autopilot.
Step 1: Decide what actually matters
Before you touch any settings, ask yourself: What reports do you really need? Don’t automate just because you can. Start with the handful of numbers your team actually uses.
Common B2B sales metrics:
- New leads by source
- Pipeline value by stage
- Closed/won deals by rep
- Sales cycle length
- Activity metrics (calls, demos, emails)
Honest tip: If you’re tracking 30 things, you’re probably using five. Ditch the rest—at least for now.
Step 2: Clean up your data first (seriously)
Automation turns bad data into bad reports, faster. Spend an hour reviewing your data in Convertcom:
- Check lead sources: Are they consistent? Do you have “LinkedIn,” “linkedin,” and “Linkedn” as separate sources? Fix that.
- Pipeline stages: Make sure everyone is using the same definitions. “Negotiation” shouldn’t mean different things to different reps.
- Required fields: Enforce them, or reports will end up full of blanks.
Pro tip: Run a few manual reports first. If the numbers don’t make sense, fix your data before you automate anything.
Step 3: Set up your saved reports
Convertcom’s reporting isn’t fancy, but it covers the basics if you set it up right.
- Go to Reports in Convertcom’s main menu.
- Build your report: Use filters to select the time range, team, or pipeline stage you care about.
- Customize columns: Only include data you (and your team) actually look at.
- Save the report: Give it a clear name (“Monthly Pipeline by Rep,” not “Report 11”).
What works: Saved reports are fast and easy to set up. Make a few templates for the reports you send out regularly.
What doesn’t: Saved reports in Convertcom are limited—if you want pivot tables or fancy charts, you’ll need to export. Don’t waste time trying to hack it.
Step 4: Schedule automatic report delivery
Here’s where you really start saving time. Convertcom lets you email reports on a schedule—daily, weekly, monthly, whatever works.
- Open your saved report.
- Look for the “Schedule” or “Automate” option. Usually a little clock icon or a “...” menu.
- Set frequency: Pick when and how often to send it.
- Add recipients: Put in your team’s email addresses (don’t forget yourself).
- Write a subject line: Make it obvious—“Weekly Pipeline Update,” not “Convertcom Report.”
- Save the schedule.
Honest take: The scheduling UI is a little clunky, but it works. Just double-check the first week or two that reports actually arrive.
Step 5: Test your automated reports (don’t skip this)
Trust, but verify. Before you declare victory:
- Check your inbox the next time a report is scheduled.
- Open the report and scan for obvious mistakes (missing data, wrong date range, etc.).
- Ask a team member to do the same. Fresh eyes catch weird stuff.
If something’s off: - Go back and check your filters and saved settings. - Make sure all required fields are filled in on your deals. - If delivery is spotty, check for typos in email addresses or spam filters.
Ignore: Don’t waste time trying to make reports “pretty” in this step. Focus on accuracy.
Step 6: Optional—Connect to other tools for advanced automation
If Convertcom’s built-in reports aren’t cutting it, you’ve got a few options:
a. Export to Google Sheets or Excel
- Use Convertcom’s export function (usually CSV or XLSX).
- Set up a simple import to Google Sheets.
- Use formulas for dashboards or deeper analysis.
Pro tip: Google Sheets can email you updated dashboards with the right add-ons. It’s not super fancy, but it works.
b. Use Zapier or workflow automation
- Check if Convertcom offers Zapier integration.
- Automate exports or trigger actions when deals move stages.
- Push data to Slack, CRM, or a BI tool.
Warning: These integrations can break when fields change. Keep it simple.
c. Build with the API (for the brave)
- Convertcom’s API lets you pull raw data for custom dashboards.
- Only go this route if you have dev resources and a real need.
Honest take: For most teams, built-in scheduled reports are enough. Skip the API unless you love debugging.
What to ignore (unless you have time to kill)
- Over-customizing: Don’t spend hours tweaking report layouts. Start basic, improve over time.
- Third-party reporting tools: Unless your execs demand quarterly slide decks, stick with what Convertcom gives you.
- Automating every possible report: Focus on the ones your team actually reads.
Quick troubleshooting tips
- Reports not sending? Check recipient emails, spam folders, and that the schedule is active.
- Numbers look off? Check your filters, date ranges, and data hygiene.
- Team not reading reports? Ask them what they actually want. Cut the rest.
Wrap up: Keep it simple, tweak as you go
Automating your reporting in Convertcom is mostly about deciding what matters, cleaning your data, and not overcomplicating things. Start small, get your team used to it, and add more only if you need to. Don’t let “perfect” get in the way of “done.”
If you hit snags, revisit your saved reports or ask your team what’s actually useful. Most of the time, the simpler you keep it, the less you’ll have to fix later. Happy automating.