If you’ve ever had to prep sales reports for execs, you know the drill: They want the real data, not just pretty charts. This guide is for anyone who needs to pull detailed, actionable sales reports from Getlancey—without wasting hours clicking around or getting lost in filters. Whether you’re in sales ops, an account manager, or just the unlucky soul who drew the short straw, you’ll get a no-nonsense walkthrough here.
1. Get Clear on What Executives Actually Want
Before you even log in to Getlancey, have a quick gut-check:
- What do the execs care about? (Revenue, pipeline, win rates, product breakdowns, etc.)
- What’s just noise? (If nobody ever asks about “leads by region,” skip it.)
- How will the report be used? (Snapshot for a meeting, deep-dive analysis, or just something to forward up the chain?)
Pro tip: Ask directly—“What’s the one or two numbers you need to make a decision?” You’ll save yourself a lot of effort.
2. Log In and Navigate to the Sales Reporting Section
- Sign in to Getlancey.
- From the main dashboard, look for the Reporting tab. If you don’t see it, you might not have the right permissions (ask your admin).
- Click on Sales Reports. Ignore the “Insights” or “Trends” tabs for now—they’re usually fluff unless you’re after high-level summaries.
What works: The main Sales Reports module is where the real data lives. What doesn’t: The “Quick Stats” panel is fine for a glance, but not for exec-level detail.
3. Pick the Right Report Template (or Start Blank)
Getlancey offers several built-in report templates. Here’s the honest truth:
- “Executive Overview”: Good for a fast, high-level snapshot, but usually too vague.
- “Detailed Sales Export”: This is where you’ll want to start. It’s got all the fields, and you can pare it down.
- Custom/Blank Report: If your execs want something weird (e.g., sales by product line and region, sliced by rep tenure), start here.
Pro tip: Even if you start with a template, you can always add or remove fields later.
4. Set Your Filters (Date Range, Teams, Products, etc.)
This is where most people mess up—either pulling too much or not enough. Here’s a sane way to slice it:
- Date range: Most execs want this quarter, last quarter, or a trailing 12 months. Don’t default to “all time”—it’s overwhelming.
- Teams or Regions: Only filter if you actually need it. Default to “All” unless told otherwise.
- Products/Services: If different lines matter, filter or group by product. Otherwise, skip.
- Deal Stages: Sometimes you want just closed-won, sometimes open pipeline. Make sure you’re clear.
What works: Use the “Preview” button after setting filters—it shows a sample of the data before you run the whole report. What doesn’t: Stacking too many filters. If you’re not sure what a filter does, leave it off.
5. Choose the Right Fields and Metrics
This is the meat of your report. Here’s what’s usually worth including:
- Deal Name/ID: So you can actually look up a deal if someone asks.
- Close Date: When was the money supposed to land?
- Amount: The big one. Make sure you’re clear if it’s booked, projected, or both.
- Sales Rep/Owner: Execs almost always want to know who’s behind each number.
- Stage: Where is the deal right now?
- Product or Service: If your company sells more than one thing, this matters.
- Probability/Forecast: Only if your execs care about projections—not everyone does.
What to ignore: “Created Date” (unless you’re tracking speed), “Lead Source” (unless it’s a big discussion), and most custom fields unless you know they’re important.
Pro tip: Less is more. A report with 6 columns that gets read is better than 24 columns nobody looks at.
6. Preview and Clean Up Your Data
- Hit that Preview (or “Run Report”) button.
- Scan for obvious messes: duplicate deals, weird dates, missing amounts.
- Sort by deal size or close date—whatever tells the clearest story.
- If something looks off (e.g., numbers don’t match what you expected), double-check your filters and field selections.
What works: Download a quick CSV and spot-check against your CRM or another source, just to make sure Getlancey’s data isn’t stale or weird. What doesn’t: Trusting the numbers blindly. Mistakes happen, especially if your team just updated a bunch of deals.
7. Export the Report (and Choose the Right Format)
Getlancey lets you export reports in a couple of ways:
- CSV or Excel: Best for execs who like to dig in or want to build their own pivots.
- PDF: Good for sharing something that won’t change and looks “official.”
- Shareable Link: Fine for quick collaboration, but double-check permissions—sometimes links expire or require a login.
What works: Always keep a copy for yourself. If an exec comes back with questions, you’ll want to know exactly what you sent. What doesn’t: Sending giant, unfiltered exports “just in case.” Nobody thanks you for a 10,000-row spreadsheet.
8. Add Context (If Needed)
Even the best report can be confusing if you don’t explain what’s in it. Consider adding:
- A short summary (“This report covers closed-won deals for Q2 by product and rep.”)
- Any obvious caveats (“Data refreshed as of yesterday. Amounts in USD. Pending deals not included.”)
- A quick analysis or highlight (“Biggest deal was $320K, closed by Jamie on May 5th.”)
Pro tip: Don’t write a novel. Three bullet points max. Executives want clarity, not a wall of text.
9. Deliver the Report (and Get Feedback)
- Email it, upload it to your shared folder, or drop it in Slack—whatever your company prefers.
- Ask for quick feedback: “Anything missing? Want it grouped differently next time?”
- If you’re asked for more detail, resist the urge to overcomplicate—offer to add one or two fields, not ten.
What works: Keeping a version history. If you have to re-run the report with tweaks, label your files or add dates. What doesn’t: Trying to build a “perfect” report that answers every possible question. You’ll drown in edge cases.
10. Automate (If You Have To)
If you’re doing this every week, Getlancey does offer scheduling:
- Set up a scheduled report to run and send automatically (usually via email).
- Double-check that the filters and fields stay up to date—sometimes templates “drift” as your sales process changes.
- Don’t trust automation blindly. Spot-check every so often to make sure the numbers still make sense.
Honest take: Automation is great, but only after you know exactly what your execs want. Otherwise, you’ll be automating confusion.
That’s it. Generating detailed, executive-ready sales reports in Getlancey isn’t rocket science—but it’s easy to get lost in the weeds. Start simple, focus on what matters, and iterate based on real feedback. You’ll save time, avoid headaches, and (maybe) impress the folks upstairs.