Looking to make sense of your B2B sales numbers in Packedwithpurpose? You’re not alone. Whether you’re in sales ops, managing a team, or just need ammo for your next exec meeting, this guide’s for you. We’ll go step-by-step, cut through the noise, and show you exactly how to generate detailed sales performance reports that are actually useful—not just pretty charts.
If you’re hoping for magic “insights” with one click, sorry. But if you want to get real answers from your data and skip the marketing gloss, keep reading.
Step 1: Get Your Data House in Order
Let’s be blunt: the best report in the world won’t help if your data’s a mess. Before you touch any reporting features in Packedwithpurpose, make sure:
- Accounts and contacts are up to date. Old or duplicate records muddy the waters.
- Deals are accurately tracked. Close dates, stages, and values should reflect reality—not wishful thinking.
- Custom fields are set up. If your team tracks region, segment, or deal type, make sure these fields exist and are used consistently.
Pro tip: Spend 30 minutes cleaning up before reporting. You’ll save hours of head-scratching later.
Step 2: Know What You Actually Need
Don’t get lost in the weeds. Ask yourself:
- What questions am I trying to answer?
- Who’s the audience for this report?
- How much detail do they really need?
Typical B2B sales performance questions:
- How much new revenue did we close last quarter?
- Which reps or teams are hitting their targets? Who’s behind?
- Where are deals stalling out in the pipeline?
- Which products or segments are driving growth?
Write down your top 2–3 questions. Keep them close. They’ll keep you on track when the reporting options get overwhelming.
Step 3: Navigate to Reporting in Packedwithpurpose
Some platforms bury reports under layers of menus; thankfully, Packedwithpurpose keeps it pretty straightforward:
- Log in to your account.
- Find the “Reports” module in the main sidebar. It might also be labeled as “Analytics” depending on your version.
- Click on “Sales Performance” (sometimes called “Sales Dashboard” or similar).
If you don’t see these options, check your permissions. Some reporting features require admin or manager access.
Honest take: The UI isn’t the flashiest, but it’s functional. Don’t expect a parade of animations—just focus on getting to the data.
Step 4: Build Your Report—Filters and Fields
Here’s where most people get tripped up. You don’t need every metric under the sun. Start with the basics:
- Time period: Pick a range (last month, last quarter, YTD) that matches your question.
- Sales reps or teams: Filter by individual, team, or region.
- Deal stage: Useful for pipeline analysis.
- Deal value: Focus on closed-won, or look at pipeline for forecasting.
How to do it:
- Click “Create Report” (or “Customize” if you’re editing an existing one).
- Select your data source: Usually “Deals” or “Opportunities.”
- Pick your filters: Set your date range, team, and any custom fields.
- Choose your fields: Drag in fields like “Deal Owner,” “Deal Value,” “Stage,” “Close Date,” “Product,” etc.
What works: - Filtering by deal stage and close date gives you real performance, not just activity. - Custom fields (like “Industry” or “Lead Source”) can reveal trends you’ll miss otherwise.
What doesn’t: - Don’t add every field just because you can. Cluttered reports get ignored. - “Activity” fields (emails sent, calls logged) sound useful, but rarely drive key decisions. Focus on outcomes.
Step 5: Visualize—But Don’t Get Distracted
Packedwithpurpose offers basic chart types: bar, line, pie, maybe a funnel or two. Here’s what to keep in mind:
- Bar charts: Best for comparing sales by rep, region, or product.
- Line charts: Good for tracking trends over time.
- Funnel: Useful for seeing drop-offs between deal stages.
Ignore: Pie charts for anything but the simplest splits. They’re hard to read with more than 2–3 slices.
Don’t waste time making it “look cool.” If a table answers your question fastest, just use a table.
Step 6: Save and Automate Your Reports
Once you’ve built a useful report:
- Name it clearly. (“Q2 Enterprise Sales by Rep,” not “Report 47”)
- Save your filters. This lets you refresh the view next month without rebuilding.
- Schedule regular emails. Packedwithpurpose can send reports to your inbox weekly, monthly, or on-demand.
Pro tip: Don’t schedule so many reports that people tune them out. Pick the 2–3 that matter, and review them together as a team.
Step 7: Share and Collaborate—But Keep Access Tight
Reports are only as useful as the conversations they spark.
- Share links with your team for transparency.
- Export to Excel or CSV if you need to do deeper analysis or combine with other data.
- Limit access for sensitive info—quota attainment or pipeline health isn’t for everyone’s eyes.
Honest take: Most execs skim dashboards. If you want action, add one slide with your takeaways, not just a link to the report.
Step 8: Iterate—Don’t Set and Forget
The first version won’t be perfect. After a week or two:
- Ask your team what’s missing or confusing.
- Cut out unused charts or fields.
- Add helpful breakdowns (by product, channel, or source) if they actually answer new questions.
Avoid the “Frankenstein report” trap. More isn’t better—keep it simple, keep it relevant.
What to Watch Out For
A few honest warnings:
- Data lag: If your team’s slow to update deals, your report’s always out of date.
- Custom fields: Great for nuance, but only if people actually use them.
- Too much detail: Drowns out the signal. Focus on metrics that drive action.
And if you hit a wall with the built-in reporting, consider exporting and using Excel or a BI tool. It’s not glamorous, but sometimes it’s the fastest way to get what you need.
Summary: Keep It Simple, Iterate Fast
Generating detailed B2B sales performance reports in Packedwithpurpose doesn’t have to be a slog. Start with clean data, stay focused on real questions, and don’t drown in options. Build the simplest report that answers your needs, share it, and improve as you go. You’ll get more clarity and fewer headaches—and isn’t that the whole point?