No B2B sales team wants a pile of pretty charts that gather dust. You want reports that actually help you close deals, not just impress the boss. If you’re using Konnecto, you’ve probably noticed it can spit out a lot of data. The real trick is turning all that info into something your sales team can act on—without getting lost in the weeds.
This is your no-nonsense guide to making Konnecto reports that actually move the needle for B2B sales.
1. Get Clear on What “Actionable” Means for Your Team
Before you even log in, decide what you actually need from a report. “Actionable” isn’t just a buzzword—it means data that tells you what to do next. For B2B sales, this usually means:
- New account opportunities: Which companies are showing buying signals?
- Pipeline blockers: Where are deals getting stuck?
- Engagement health: Which accounts are cooling off or heating up?
- Channel performance: What’s working—and what’s just noise?
Pro tip: If your team isn’t using a report to change how they sell, it’s not actionable. Don’t waste time reporting on vanity metrics (website visits, social likes) unless you know exactly how it ties back to deals.
2. Know What Data Konnecto Actually Gives You
Konnecto can track a ton of stuff: web visits, engagement journeys, “intent” signals, competitor comparisons, and more. Here’s what’s genuinely useful for B2B sales:
- Account-level engagement: Which companies are poking around your product pages or comparison tools?
- Journey mapping: How did a prospect get to you? What competitor sites did they visit?
- Intent scoring: Is there a spike in research activity or content downloads from a target account?
- Touchpoint drop-offs: Where do prospects bounce out of your funnel?
Ignore: “Share of voice,” generic brand sentiment, and most demographic data. For B2B, these rarely move the needle.
3. Pick the Right Report Templates (Or Build Your Own)
Konnecto offers default reports, but they’re not all gold. Here’s what’s usually worth your time:
- Account Engagement Report: Focuses on which companies are active and what they’re looking at.
- Journey Report: Shows the path prospects take—great for uncovering where you’re losing them.
- Intent Surge Report: Flags accounts that suddenly ramp up research (these are your hot leads).
- Custom Reports: If your team has a unique workflow, don’t be afraid to build from scratch. Just don’t overcomplicate it.
What to skip: Generic “Overview” dashboards. They look nice but rarely tell you anything you didn’t already know.
4. Set Up Filters and Segments That Actually Matter
No one needs a report with 500 rows. Focus by filtering:
- Industry or company size: Only show accounts that fit your ICP (ideal customer profile).
- Sales stage: Filter by where accounts are in your pipeline.
- Engagement threshold: Only show accounts with a certain activity score or intent level.
- Exclude existing customers: Unless you’re upselling, filter them out for new biz reporting.
How to do it in Konnecto: - Use the segment builder to combine filters (e.g., “Manufacturing companies, >500 employees, intent score above 80”). - Save your segments so you don’t have to rebuild them every time.
Pro tip: If your report takes more than 10 seconds to scan, you need tighter filters.
5. Add Context—Don’t Just Dump Data
Raw numbers are useless if no one knows what they mean. Always:
- Highlight what changed: “These 12 accounts just spiked in engagement this week” is more useful than a static list.
- Flag action items: Add comments or a column for recommended next steps (e.g., “Assign to SDR,” “Send case study”).
- Benchmark vs. previous periods: Are you seeing more or fewer hot accounts than last month?
What not to do: Don’t just paste a CSV into an email. Nobody reads those.
6. Automate Delivery—but Keep It Focused
Set up Konnecto to send reports on a schedule, but don’t spam your team. Here’s what works:
- Weekly summary: Monday morning, send a report of “Top 10 engaged accounts” with action suggestions.
- Real-time alerts: For big spikes in intent or engagement (but limit to genuinely high-value triggers).
- Monthly deep dive: For pipeline reviews or strategy sessions—more detailed, but still focused.
What to avoid: Daily reports—no one reads them. Avoid sending reports with no clear call to action.
7. Make It Easy to Track Follow-Up
A report is only useful if someone takes action. Build accountability into your process:
- Assign owners: Clearly mark who’s following up with which account.
- Track actions: Add a simple “Last Contacted” or “Next Step” field to your report.
- Integrate with CRM: If possible, push key insights straight into Salesforce, HubSpot, or whatever you use. That way, no one has to juggle spreadsheets.
Pro tip: If people keep asking, “What am I supposed to do with this?”—your report needs more context or clearer action items.
8. Review What’s Actually Working (and Kill What Isn’t)
Every quarter, revisit your reports:
- Ask your sales team: Are these reports helping you close deals or just filling your inbox?
- Cut dead weight: If a report isn’t driving action, stop running it.
- Refine filters: Maybe you’re missing hot accounts because your segments are too tight—or catching too many duds.
Keep the reporting process nimble. The goal is always sales, not more reporting for its own sake.
What Actually Works (and What Doesn’t)
What works: - Short, focused reports that tell you what accounts to act on now. - Clear action steps built into the report. - Tight filters—less truly is more. - Regular check-ins with sales to see if reports are driving real activity.
What doesn’t: - Overloading reports with every possible metric. - Relying only on automated dashboards, hoping people will “figure it out.” - Reporting on metrics your team doesn’t actually use in their workflow.
Quick Reference: How to Build a Useful Konnecto Report (For B2B Sales)
- Decide what sales problem you want to solve (e.g., “Who should we call this week?”)
- Pick the right Konnecto report or build your own.
- Filter ruthlessly—only show accounts and signals that matter.
- Add context and clear action items.
- Automate delivery, but don’t spam.
- Assign owners and track follow-ups.
- Review, refine, and kill any report that isn’t helping.
Keep It Simple, Iterate Often
You don’t need a PhD in analytics to make Konnecto reports that work for B2B sales. The best reports are the ones your team actually uses—so start simple, focus on what matters, and tweak as you go. If you’re not sure whether a report is useful, ask your sales reps. If they can’t tell you, it’s time to change things up.
Less noise, more action—that’s the whole point.