If your B2B go-to-market plan feels more like guesswork than a strategy, you’re not alone. Most teams collect a pile of data, but few actually use it to make smarter decisions. This is for people who want to fix that—folks running sales, marketing, or product at B2B companies, tired of “insights” that don’t drive real changes. We’ll cut through the fluff and show you how to use custom reports in Getcacheflow to actually move the needle.
Why Custom Reports Matter (And Where Most Go Wrong)
Let’s get this out of the way: dashboards packed with vanity metrics are everywhere, and they’re mostly useless. Knowing your “engagement rate” or “pipeline velocity” means nothing if you don’t know what to do about it.
Custom reports can help, but only if you: - Ask the right questions, - Build reports around actual decisions, - And ignore everything else.
Getcacheflow gives you tools to slice and dice your data, but it won't fix a bad strategy or magically tell you what metric matters most. That’s still on you.
Step 1: Get Clear on What You’re Actually Trying to Improve
Before you start building custom reports, you need a target. Don’t just track what’s easy—track what’s painful. Ask yourself:
- Where are deals stalling (and why)?
- Which marketing channels bring in leads that actually close?
- Are reps spending time on the right accounts, or just the loudest ones?
- Is onboarding smooth, or are customers dropping right after signing?
Pro tip: Pick one or two problems that, if solved, would make the biggest difference this quarter. You can always add more later.
Step 2: Identify the Data You Already Have (and What’s Missing)
Now, open up Getcacheflow and review what data you’re collecting:
- Lead sources
- Deal stages and timelines
- Product usage (if you’re tracking it)
- Rep or team performance
- Customer feedback or churn reasons
What’s missing?
If you can’t answer your question with the data you have, don’t waste time building the report yet. Instead:
- Check your CRM or marketing tools—can you pull in more data?
- Ask your team if certain fields are being filled in (and if not, why).
- Be honest: sometimes, you just don’t have the info. Don’t fake it.
Step 3: Build Reports That Lead to Action (Not Just Admiration)
Here’s where most teams get it wrong. They build pretty reports that no one uses. Avoid that by tying every report to a decision or action.
Example: Fixing Stalled Deals
Bad report:
“Deals by stage, this quarter.” (Yeah, and?)
Useful report:
“Deals stuck in ‘Proposal Sent’ for more than 14 days, by rep.”
Why it matters: Now you know who needs coaching or which proposals need a nudge.
Example: Channel ROI
Bad report:
“Leads by channel.” (So what?)
Useful report:
“Closed-won deals by original lead source, with average days to close.”
Why it matters: Tells you where to double down and what to cut.
How to Build It in Getcacheflow
- Go to the Custom Reports section.
- Pick your data source (deals, leads, accounts, etc.).
- Filter ruthlessly. Don’t include everything “just in case.”
- Choose fields that matter. If you’re not sure, you probably don’t need it.
- Set up scheduled emails (weekly or biweekly) to relevant people. If no one wants the report in their inbox, it’s probably not useful.
Pro tip:
Don’t overthink visualizations. Bar charts and tables are fine. The goal is clarity, not art.
Step 4: Use Reports to Drive Real Conversations
A report is only useful if it changes what you do. Use your Getcacheflow custom reports in regular meetings:
- Sales stand-up: Review stalled deals report. Ask, “What’s blocking these?” and assign owners.
- Marketing check-in: Look at closed-won by channel. Stop spending on underperformers.
- Product feedback loop: If usage drops after onboarding, dig into why. Reach out to those customers.
If a report never gets mentioned in meetings, kill it. Don’t keep reports around “just in case.” They’re clutter.
Step 5: Ignore the Hype—Stick to What Moves the Needle
Every analytics tool will try to sell you on “AI-powered insights” and dashboards galore. Most of this is just noise. Here’s what actually works:
- Fewer reports, updated often: Five great reports beat fifty mediocre ones every time.
- Simple metrics tied to real actions: If it’s not clear what to do when a metric changes, drop it.
- Consistent review: Reports aren’t magic. The magic is in what you do after seeing them.
What to ignore: - “Engagement scores” with no clear link to revenue or churn. - Anything that tracks “activity” but not outcomes. - Reports that look great in a board deck but don’t change day-to-day behavior.
Common Pitfalls (And How to Dodge Them)
- Trying to measure everything: You’ll drown in data. Start small.
- Building for the CEO, not the team: Reports should help people doing the work, not just look good in slides.
- Not updating reports: Your go-to-market strategy changes. Your reports should, too.
- Blindly trusting numbers: If something looks off, dig in. Garbage in = garbage out.
Quick Start: Three Custom Reports Worth Building
If you’re not sure where to start, these usually deliver real value:
- Stalled Deals by Rep and Stage
- Spot coaching opportunities, process bottlenecks, or bad-fit accounts.
- Closed-Won by Lead Source
- Find your most valuable channels, not just the noisiest.
- Onboarding Drop-off
- If you have a SaaS product, track where users fade after signing. That’s where your team should focus.
Start with these. Add more only if you’re actually acting on them.
Final Thoughts: Keep It Simple, Keep It Useful
You don’t need a PhD in analytics or a stack of “intelligent dashboards” to optimize your B2B go-to-market strategy. You need a handful of clear, custom reports in Getcacheflow that help you make better decisions, faster. Don’t get distracted by what’s shiny or new—stick to what’s actionable. Build, review, tweak, and repeat.
Ignore the noise. Focus on what works. And don’t be afraid to kill a report that’s outlived its usefulness. Your team—and your bottom line—will thank you.