If you've landed here, odds are you're staring down the barrel of another quarterly review and need sales reports that don't waste anyone's time. Maybe your boss wants more “insights” or you’re tired of fumbling through exports that don’t add up. Either way, you want a report from Glyphic that’s accurate, doesn’t gloss over problems, and can actually help your team make decisions.
This guide will walk you through the nitty-gritty of getting comprehensive sales reports out of Glyphic. It's written for managers, analysts, or frankly, anyone who gets pulled into making sense of the numbers. Whether you're new to Glyphic or have been using it for a while, you'll find tips, honest warnings, and a step-by-step process—minus the fluff.
Step 1: Get Clear on What “Comprehensive” Means for Your Team
Before you even log in, ask yourself: what do you actually need to know by the end of this? “Comprehensive” can mean a lot of things, and it’s easy to drown in data that no one looks at.
Start with these basics:
- Total sales by product, region, and channel
- Top and bottom performers (products, reps, or regions)
- Quarter-over-quarter comparisons
- Pipeline health and close rates
- Lost deals (and why)
- Key metrics for your team’s goals (e.g., average deal size, sales cycle length)
Pro tip: Ask whoever will see this report what they really care about. Skip the vanity metrics that no one acts on.
Step 2: Prep Your Glyphic Data
Glyphic is only as good as the data you feed it. Garbage in, garbage out. Make sure your team’s been logging deals, updating statuses, and not leaving “notes to self” in data fields.
Here’s what’s worth double-checking before you run any reports:
- Are all deals closed this quarter marked as “Closed Won” or “Closed Lost”?
- Are contacts and accounts properly assigned?
- Any duplicate entries? (Glyphic’s merge tool is decent, but don’t expect magic.)
- Are custom fields (like lead source, product line, etc.) filled out consistently?
If you spot issues, fix what you can now. Don’t waste time scrubbing every detail—focus on the fields that drive your key metrics.
What to ignore: Chasing 100% data perfection. You’ll never get it. Aim for “good enough to trust the big numbers.”
Step 3: Choose the Right Report Types
Glyphic offers a buffet of report templates and custom options. Some are genuinely useful; others just look pretty on a dashboard. For quarterly reviews, focus on:
Useful Report Types
- Sales Performance Summary: Gives you sales totals by whatever breakdown you need—region, team, rep, etc.
- Pipeline Snapshot: Shows deals in each stage, with filters for time period and owner.
- Win/Loss Analysis: Lets you see what’s closing and what’s slipping away, with some basic drill-down.
- Trend Reports: Track how sales metrics move over time—good for spotting early warning signs.
What to Skip
- “Engagement” dashboards: Unless your sales process is all about email opens, these are mostly noise.
- Overly granular activity logs: No one’s reading a 30-page click-by-click export.
Pro tip: Start with Glyphic’s default quarterly templates. They’re a bit bland, but you can customize from there.
Step 4: Build Your Custom Sales Report
Once you’ve decided what you need, it’s time to actually build the report.
4.1. Set Your Filters
- Date Range: Set to the exact start and end of the quarter. Double-check your fiscal calendar.
- Teams or Reps: Filter to the right group if you want breakouts.
- Deal Status: Usually “Closed Won,” “Closed Lost,” and “In Pipeline.”
- Custom Fields: Filter by product line, region, or whatever else matters to you.
4.2. Pick Your Metrics
Don’t just take the default columns. Add or remove fields so you’re not stuck with a wall of irrelevant numbers. At minimum, include:
- Deal name or ID
- Owner (rep or team)
- Amount (actual, not forecast)
- Close date
- Stage/status
- Source (if you care about lead gen)
If you want to get fancy, add calculated fields—like average deal size or win rate. But don’t overcomplicate it.
4.3. Organize with Groups & Summaries
Glyphic lets you group by almost any field—region, product, rep, etc. Use this feature to make trends pop. Add subtotals for each group.
- Example: Group by region, show total sales, then drill down to team level.
4.4. Visuals: Use Sparingly
Charts and graphs are great for presentations, but don’t let them replace the real numbers. Glyphic’s chart builder is... fine. Line charts for trends, bar charts for comparisons—keep it simple.
Skip pie charts. They’re usually more confusing than helpful.
Step 5: Export and Share (the Right Way)
Don’t just export a raw spreadsheet and call it a day. Tailor your export to your audience:
- PDF for execs: Clean, branded, and easy to scan.
- Excel/CSV for analysts: If someone wants to slice and dice, give them the raw data.
- Live dashboard: Glyphic’s shareable dashboards are okay for teams who want to poke around themselves, but just be aware that live data may change if someone updates a deal after the report’s sent.
Caution: Always double-check exported totals against what you see onscreen in Glyphic. Sometimes filters don’t carry over or fields get truncated on export.
Pro tip: Add a one-page summary up top—just the high points, big wins, and biggest challenges. Saves everyone time.
Step 6: Sanity-Check Before the Review
Here’s where most reports go off the rails. You’ve built the report, exported it, maybe even prettied it up. But:
- Are the numbers believable? If something looks off, it probably is.
- Do the charts match the tables? It’s embarrassing when they don’t.
- Did you leave in any “test” deals or junk data?
- Is anything missing that people will ask for—like last quarter’s numbers?
Have someone else skim it if you can. Fresh eyes catch weirdness you’ll miss.
Step 7: Present the Report—Don’t Just Email It
A good report is only half the job. People need to actually use it.
- Highlight what matters: Don’t just read numbers. Point out the story—where you did well, where things slipped.
- Answer “so what?” for every metric you include.
- Be ready to explain data weirdness: Glyphic’s not perfect. If something looks odd, have an explanation or at least a plan to dig deeper.
If you’re sending the report by email, include a 2-3 sentence summary of what’s most important. Nobody reads attachments without a reason.
What Works, What Doesn’t (And When Glyphic Falls Short)
What works: - Glyphic’s default templates are a decent starting point. - Custom filters and groupings can get you 90% of what you need. - Exporting to Excel covers most “just give me the data” requests.
What doesn’t: - The chart builder is basic. If you need fancy visuals, plan to use another tool. - Real-time dashboards can be misleading if your team updates deals last minute. - Complex calculated fields or multi-metric comparisons can get clunky fast. Sometimes it’s faster to export and crunch numbers in Excel.
What to ignore: - “AI Insights” or one-click recommendations—Glyphic’s are generic at best. - Vanity metrics that don’t drive decisions (activity counts, email opens, etc.).
Keep It Simple, Iterate Often
Don’t get sucked into building monster reports that no one reads. Start with the basics, get feedback after each review, and tweak your process. Glyphic can do a lot, but your team will thank you for keeping things clear and actionable.
If you’re not sure what to include, ask: “Would someone actually change what they do because of this number?” If not, leave it out. Save time, stay honest, and you’ll get a lot more value out of your quarterly reviews.