If you’re in charge of quarterly reviews, you know reporting can be a nightmare—too much data, not enough clarity, and always one exec who wants a metric nobody’s ever tracked. This guide is for sales managers, analysts, and anyone stuck wrangling reports in Georep. I’ll walk you through generating sales reports that are actually useful, not just pretty PDFs you send and forget.
Let’s skip the hype. Here’s how to get solid, detailed sales data out of Georep without wasting your whole week—or your sanity.
Step 1: Get Your Data House in Order
Before you even touch the “Generate Report” button, make sure your sales data in Georep is clean and up to date. Garbage in, garbage out. Here’s what to check:
- Closed deals are marked as closed (not “in progress” because someone forgot)
- Lost deals have a reason logged
- Contact and account details are filled out
- Products/services attached to deals are accurate
- Dates are correct (sounds basic, but mismatched dates will wreck your report)
Pro tip: If you’re relying on the sales team to update records, spot-check a few. It’s faster to fix now than explain weird numbers in a review meeting.
Step 2: Pick the Right Report Type
Georep (assuming you’re on the Business tier or above) offers a bunch of sales report templates. Not all of them are useful for quarterly reviews. Here’s what matters, and what doesn’t:
Recommended for quarterly reviews: - Sales Performance Report: See totals by rep, team, or region. Good for accountability. - Pipeline Summary: Shows current deals by stage—helpful for spotting bottlenecks. - Deal Conversion Report: Find out how many leads turn into closed deals.
Skip these unless you have a specific need: - Daily Activity Reports: Too granular for quarterly reviews. - Territory Heatmaps: Pretty, but usually light on actionable detail.
If you’re not sure, start with Sales Performance and Pipeline Summary. You can always add more.
Step 3: Set Your Date Range (Don’t Trust the Default)
By default, Georep loves to show you “This Month” or “Last 30 Days.” For quarterly reviews, you want the whole quarter. Double-check:
- Click the date range dropdown in your chosen report.
- Set custom dates to match your fiscal quarter (e.g., April 1 – June 30).
- Watch out for timezone weirdness if you have a global team.
Heads up: Georep sometimes “helpfully” remembers your last date range. Always confirm before running your report.
Step 4: Choose and Customize Your Metrics
This is where most people go wrong—they just export the default columns. That’s lazy and it shows. Take the time to pick the metrics that actually matter to your business.
Common metrics for quarterly sales reviews: - Total sales (by revenue, product, or region) - Number of deals closed/lost - Win rate (closed/won divided by total opportunities) - Average deal size - Sales cycle length - Top/bottom performing reps - Product/service mix
How to customize in Georep: - Use the “Columns” or “Customize Fields” button (usually top right of the report window). - Drag and drop fields to reorder. - Remove anything you don’t need—less clutter means better focus.
What to ignore: Vanity metrics like “calls made” or “emails sent” unless you’re specifically reviewing activity. For most quarterly reviews, results matter more than effort.
Step 5: Filter Your Data (The Right Way)
Filtering is where you make your report useful instead of overwhelming. Think about what your audience actually cares about.
Smart filters to use: - Region or territory: If your company covers multiple areas. - Sales rep/team: For accountability and coaching. - Deal size: To separate big wins from small fry. - Product line: If you sell more than one kind of thing.
How to do it: - Click “Filters” in your Georep report window. - Add conditions (e.g., Region = “West Coast”; Deal Value > $10,000). - Save filter sets you’ll use again—no point reinventing the wheel every quarter.
Don’t go overboard. Three or four filters max, or you’ll end up with a report so narrow it’s useless.
Step 6: Run and Review the Report (Before You Share)
Hit “Generate” or “Run Report.” Now, don’t just download and send it—look for weirdness:
- Do the numbers look plausible?
- Any giant spikes or drops that don’t make sense?
- Are there missing data or blank fields?
If something looks off: - Double-check your filters and date range. - Look at a different report for comparison. - Ask your team if there were unusual events (product launches, lost accounts, etc.)
It’s better to catch issues now than have to explain them in front of your boss.
Step 7: Export and Format for Sharing
Georep lets you export to Excel, CSV, or PDF. Here’s what I’d recommend:
- Excel/CSV: Best if you need to do last-minute tweaks or want to add your own analysis.
- PDF: Good for execs who just want to see the highlights (but lock down sensitive info).
Formatting tips: - Clean up column headers—nobody wants to see “opp_stage_id.” - Add simple charts if it makes the data clearer. - Highlight key numbers—bold, color, whatever stands out.
Don’t waste time making it “beautiful”—aim for “readable.”
Step 8: Add Context (Don’t Just Attach the File)
A raw report isn’t a review. You need to add commentary or at least a summary slide:
- What went well this quarter?
- Where did you miss targets, and why?
- Any trends or surprises?
- What should people do next quarter?
People remember stories, not spreadsheets. Add a short note or record a quick 2-minute video if you can.
Step 9: Save Your Setup (Save Hours Next Quarter)
If you did a bunch of customization, save your report layout and filters in Georep. Next quarter, you can re-run it with fresh data in seconds.
- Look for a “Save Report” or “Save View” button (often top right)
- Give it a clear name: “Q2 Sales Review – West Region”
- Share the saved report with your team if they’ll need it too
It’s a little extra effort now, but it pays off every time you need to pull new numbers.
What Actually Works (And What Doesn’t)
- Works: Keeping reports focused on outcomes, not activity. Customizing columns and filters for your actual business needs.
- Doesn’t: Sending giant, unedited exports. Trusting default templates to tell your story.
- Ignore: “Advanced analytics” tabs unless you know exactly what you’re looking for. Most people don’t need AI-powered insights to run a good review.
Keep It Simple—and Iterate
Detailed sales reports in Georep don’t have to be a chore. Start with what matters, keep your reports focused, and don’t be afraid to tweak your approach each quarter. The best reports are the ones people actually read and act on. Don’t let perfect be the enemy of done—get your numbers, share your story, and improve as you go.