How to generate detailed sales reports in Yamm for quarterly reviews

If you’re in sales ops, a team lead, or just the unlucky one stuck with reporting, you know the pain: everyone wants “data-driven insights,” but nobody wants to spend hours wrestling with spreadsheets. If you’re using Yamm to manage your sales outreach, you’ve got the basics. But when quarterly review time rolls around, slapping together a few numbers won’t cut it. You need real, detailed reports—fast, and ideally without losing your mind.

Here’s how to generate genuinely useful sales reports in Yamm for quarterly reviews—what works, what to skip, and how to actually get something out the door.

1. Get Your Data House in Order

Before you even think about building a report, check your foundation. Yamm pulls data from Google Sheets, but it’s only as good as what’s in there. Garbage in, garbage out.

Checklist: - Consistent columns: Make sure your sales data uses the same headers every quarter. “Client” ≠ “Customer.” - No merged cells: Merged cells break automations. Avoid them. - Dates formatted as dates: If your “Close Date” is text, Yamm will choke. - No surprise blank rows: Extra blanks mess up sorting and filtering.

Pro tip: If you’re pulling from multiple sources or salespeople, do a quick “Data Cleanup” session before you start. It’s tedious, but you’ll thank yourself later.

2. Decide What Actually Matters

Don’t fall for the “more charts = more insight” trap. For quarterly reviews, most teams care about:

  • Total sales (revenue and volume)
  • Pipeline health (deals open, closed, lost)
  • Top performers (by rep, region, or product)
  • Trends (growth, slip-ups, seasonality)
  • Campaign effectiveness (if you’re tracking email or outreach with Yamm)

Talk to whoever actually reads these reports. What do your manager, execs, or team want to see? Nail that down before you waste time on fancy graphs nobody looks at.

3. Pulling Data from Yamm: What Works—and What Doesn’t

Here’s the honest part: Yamm isn’t a full CRM or BI tool. It’s an email merge tool that keeps some stats. That said, you can use it for basic sales reporting if you know what to expect.

What Yamm Tracks Well

  • Email campaigns: Opens, clicks, bounces, replies.
  • Mail merge status: Who got what, when.
  • Basic engagement stats for each recipient.

What You’ll Need to Track Elsewhere

  • Revenue totals: Yamm doesn’t know your deal sizes.
  • Deal stages: Unless you manually update a sheet, Yamm won’t track pipeline.
  • Custom fields: You can add them in your sheet, but Yamm won’t crunch numbers for you.

Bottom line: Use Yamm’s stats for outreach and engagement. For sales numbers, keep that data in your Google Sheet and use formulas or pivot tables to make sense of it.

4. Build Your Reporting Sheet

The best way to keep things simple: work from a single, clean Google Sheet that feeds both Yamm and your reports.

Set Up Your Master Sheet

At minimum, you want columns like: - Client Name - Contact Email - Sales Rep - Deal Value - Close Date - Deal Stage (Won/Lost/Open) - Yamm Campaign Name - Yamm Status (Sent/Opened/Clicked/Replied)

Pro tip: Add a column for “Quarter” so you can easily filter your data.

Use Formulas for Key Metrics

For all the big numbers you need: - Total sales: =SUMIFS([Deal Value], [Deal Stage], "Won", [Quarter], "Q2 2024") - Deals closed: =COUNTIFS([Deal Stage], "Won", [Quarter], "Q2 2024") - Open rate: If Yamm records opens in a column, =AVERAGE([Yamm Open Rate])

Don’t waste time on formulas for every possible question. Build the ones you’ll use every quarter.

5. Slice, Dice, and Pivot Like a Pro

You don’t need to be a spreadsheet wizard, but learning the basics of Pivot Tables pays off fast.

How to Make a Pivot Table for Sales Reporting

  1. Select your full data range (no blanks!).
  2. Go to Data > Pivot table in Google Sheets.
  3. For rows, pick something like “Sales Rep” or “Product.”
  4. For values, use “Deal Value” (sum) or “Deal Stage” (count).
  5. Filter by “Quarter” to see only this quarter’s results.

Pro tip: Save your favorite pivot tables as new tabs. Don’t rebuild them every time.

6. Layer in Yamm Campaign Results

This is where Yamm actually shines—tracking how outreach connects to sales.

  • Pull open, click, and reply stats from Yamm’s “Merge Status” columns.
  • Link each deal to the Yamm campaign that sourced it (manually, if you have to).
  • Calculate “Deals Won per Campaign” or “Revenue per Campaign” with a simple SUMIF.

What to ignore: Don’t obsess over email open rates. They’re fun to look at, but revenue and replies matter way more than vanity metrics.

7. Build Visuals—But Only What’s Useful

Charts help, but only if they make something obvious.

Go-to visuals: - Bar chart: Top salespeople or products. - Line graph: Sales trend over the quarter. - Pie chart: Deal stages (won/lost/open), if you must.

Skip anything that’s just “pretty.” If the chart doesn’t answer a real question, don’t bother.

8. Automate What You Can (But Don’t Overdo It)

Yamm can send scheduled campaigns, but reporting automation is mostly on you.

  • Google Sheets Add-ons: Tools like “Supermetrics” or “Sheetgo” can pull data from other systems, but they’re overkill for most small teams.
  • Scheduled reports: Use Google Sheets’ “Email as attachment” feature to send your report tab to yourself or your boss every quarter.
  • Manual review: Sometimes, a five-minute scan before hitting “Send” is better than trusting a half-baked automation.

Honest take: Automation is great—until it breaks. Don’t automate so much that you stop spotting mistakes.

9. Final Polish: Tell a Simple Story

Numbers alone don’t tell the story. Add a summary up top with 3-4 bullet points:

  • “Closed $120K in Q2, up 15% from Q1.”
  • “Jane and Raj led the team—top performers.”
  • “Q2 campaign had a 38% reply rate, up from 28%.”
  • “Biggest loss: ACME Corp. (worth a retro).”

Skip fluff. People want to know what happened, what worked, what didn’t.

10. Common Pitfalls to Dodge

  • Overcomplicating things: Don’t build a dashboard nobody uses.
  • Chasing perfect data: “Good enough” beats “never finished.”
  • Ignoring feedback: If your reports gather dust, ask why.

Wrapping Up

Quarterly sales reports in Yamm don’t have to be a slog. Focus on clean data, the numbers that matter, and a story your team actually cares about. Iterate each quarter—ditch what doesn’t work, double down on what does, and keep it simple. The best report isn’t the fanciest; it’s the one people use.