If you manage a sales team—or you’re the one out on the road—you know the pain of clunky reporting. You want answers, not busywork. This guide is for anyone who actually needs to pull useful sales visit reports out of Skynamo, whether you’re a manager tracking progress or a rep who just wants to prove you’re not driving around in circles.
Why bother with sales visit reports?
Let’s be honest: most reporting tools promise more than they deliver. You’re promised “insights” and “actionable data,” but usually you get a stack of charts nobody reads. But if you use Skynamo the right way, visit reports can actually help you:
- Spot who’s visiting customers (and who isn’t)
- See if visits are translating into sales
- Catch trends—good or bad—before they become problems
- Give honest feedback instead of just guessing
If you just want to tick boxes for your boss, any report will do. But if you want to actually improve your team’s performance (or your own), it’s worth learning how to pull the right data from Skynamo and ignore the fluff.
Step 1: Make sure your data’s worth reporting on
Before you run a single report, ask yourself: “Did we actually put in clean, consistent visit data?” Because if your team’s logging visits as “Met with John, talked about stuff,” you’ll get garbage out.
Quick checklist:
- Are sales reps logging every visit (not just the big ones)?
- Is each visit linked to the right customer/account?
- Are outcomes or notes being filled in, not just left blank?
- Do visit types (e.g. “Sales call” vs “Delivery” vs “Follow-up”) make sense for your business?
Pro tip:
If your reports look weird, don’t blame Skynamo. Nine times out of ten, it’s because someone’s rushing through the visit forms or skipping them altogether.
Step 2: Get the right permissions
Not everyone can see or run reports in Skynamo by default. If you’re a manager or admin, you should be set. If you’re a sales rep, you might have limited access.
- Double-check your user role in Skynamo (ask your admin if you don’t know).
- If you can’t see the “Reports” menu, you probably need upgraded permissions.
- Don’t waste an hour clicking around—just ask your Skynamo admin to check your access.
Step 3: Navigate to the Reports section
Once you’re logged into Skynamo’s web dashboard:
- Click the menu (usually on the left side).
- Find and select “Reports.”
- You’ll see a bunch of options: focus on “Visit Reports.” (Sometimes it’s just called “Visits.”)
Don’t get distracted:
Skynamo throws a lot of report types at you. Most aren’t useful unless you’re deep into admin work. For performance analysis, stick with visit reports and maybe activity summaries.
Step 4: Pick your date range and filters
This is where most people mess up. If you pull “all time” data, you’ll drown in numbers. Be specific.
- Date range: Pick something meaningful, like “Last 30 days” or “This quarter.”
- Sales reps: Filter by team, region, or individual rep—whatever makes sense.
- Visit types: Sometimes you only care about “Sales calls” and not “Deliveries.” Use those checkboxes.
- Customers/accounts: If you want to see visits to key accounts, filter for them directly.
Tip:
Start broad, then narrow down. If you’re not seeing the patterns you expected, add or remove filters one by one.
Step 5: Choose the report format—table or chart?
Skynamo lets you view visits as tables (spreadsheets) or as charts. Tables are honest: you see every visit, every note. Charts are good for spotting trends, but can hide details.
- Use tables if you want to drill into specifics: who, when, what happened.
- Use charts if you want a quick “are we up or down” visual.
- Export to Excel or CSV if you want to slice and dice the data yourself.
What works:
Tables for weekly reviews, exports for deeper analysis, and charts for quick team meetings.
What to ignore:
Those “top 10” dashboards that look slick but never answer your real questions.
Step 6: Actually read the report—don’t just file it
Now you’ve got a list of visits, but the real work is making sense of it.
Look for:
- No-shows: Customers who haven’t been visited in weeks or months.
- Frequent visits, low sales: Are reps spinning their wheels?
- Big gaps: Reps with zero visits—are they sick, or just not logging?
- Short visits: Are people just checking in, or actually spending quality time?
Don’t just accept the numbers at face value. Cross-check with sales data. If someone’s visiting a lot but not closing deals, dig deeper.
Red flag:
If every visit note looks the same (“Met with client, discussed products”), you’re getting copy-paste reporting. Call it out.
Step 7: Schedule regular, lightweight reporting
Don’t turn this into a spreadsheet Olympics. The best teams:
- Run the same visit report at the same time each week or month
- Use it for short, direct check-ins—not blame games
- Focus on trends, not one-off surprises
- Adjust filters or questions as the business changes
Pro tip:
Automate where you can. Skynamo can schedule reports to your email—set it up once and forget it.
Step 8: Share insights, not just PDFs
A report nobody reads is pointless. Instead of just emailing a spreadsheet, try this:
- Pull out 2-3 key takeaways (e.g. “Visits to top accounts dropped 20% this month”)
- Ask one honest question in your next team meeting (“Why are we visiting Acme Corp less? Is it on purpose?”)
- Celebrate good patterns, not just problems
Don’t weaponize the report. Use it to help everyone get better—not to catch people out.
What Skynamo gets right—and where it falls short
What works:
- Flexible filters: You can slice visits by rep, account, date, or type.
- Notes and outcomes: If your team actually fills them in, you get real context.
- Easy exports: Not locked into a weird proprietary format.
- Mobile-friendly: Reps can log visits on the road (if they remember).
What doesn’t:
- Garbage in, garbage out: If data entry is sloppy, reports are useless.
- Too many report types: Easy to get lost in options you’ll never use.
- Charts can be misleading: A spike might just be someone logging late, not real activity.
What to ignore:
- “Engagement scores” or any metric you can’t explain to a new hire in one sentence.
- Reports nobody ever asks for. If it’s not helping a decision, skip it.
Wrapping up: Keep it simple, iterate often
Reporting is only as good as the habits behind it. Start with the basics: clean visit data, a meaningful report, and one or two real questions for your team. Skip the fancy dashboards until you trust the numbers.
If something in Skynamo annoys you, don’t just put up with it—ask if there’s a simpler way, or just ignore the features you don’t need. Iterate on your reports over time. The goal isn’t a perfect snapshot, it’s steady improvement.
Now go run your first honest visit report—and actually use it. The rest gets easier.