Skip to main content

Report categories

Suggest edit
Updated on May 10, 2021

Pega Sales Automation™ applications provide a set of standard reports that capture your sales data to give you a real-time view of the state of your business. In addition to the provided reports, you can create your own reports to analyze the data that is most important to your organization.

Pega Sales Automation Implementation Guide
Note: For information about application-specific reports, see the following articles:

Monitor processes, Open cases, Predictive model monitoring, Troubleshooting, and Usage reports belong to Pega Platform™. For more information, see Report categories.

Account and contact reports

NameDescriptionRule name
Accounts listAccounts in the database without date parameters.crmAccountsList
Contacts listContacts in the database without date parameters.crmContactsList
New accountsAccounts created in the last 30 days.crmNewAccounts
New contactsContacts created in the last 30 days.crmNewContacts
New organizationsOrganizations created in the last 30 days.crmNewOrganizations
Organizations listOrganizations in the database without date parameters.crmOrganizationsList

Activity

NameDescriptionRule name
Completed activities by top 10 reporteesActivities completed within the last 30 days by the top 10 direct reports.SFAActivitiesByTypeAndRep
Duplicated contactsA list of duplicated contacts.GetDuplicateList

Data import reports

NameDescriptionRule name
AccountsOpen accounts that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard.Account
ActivitiesOpen activities that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard.ActivitiesByOwner
CompetitorsOpen competitors that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard.Competitors
ContactsOpen contacts that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard.Contact
HouseholdsOpen households that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard.GetHouseholds
B2B leadsOpen business leads that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard.Lead
B2C leadsOpen individual leads that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard.LeadInd
OperatorsOpen operators that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard.Operator
B2B opportunitiesOpen business opportunities that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard.Opportunity
B2C opportunitiesOpen individual opportunities that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard.OpportunityInd
OrganizationsOpen organizations that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard.Organization
PartnersOrganization partners that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard.Partners
ProductsProducts that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard.Product
PulsePulse posts created within the last 30 days that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard.Pulse
TasksTasks of a currently logged-in operator that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard.crmRelatedTasks
TerritoriesTerritories that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard.Territory
Time periodsTime periods that you can use as a template to prepare a new set of data or to update existing data, which you can import by using the Data import wizard.TimePeriods

Lead reports

NameDescriptionRule name
Converted leadsLeads converted to opportunities for the current year.crmConvertedLeads
Lead by sourceActive leads in the sales pipeline for the current year, by source.crmLeadsBySource
Leads listLeads in the database without date parameters.crmLeadsList
Leads with no updatesLeads inactive for 30 days or more for the current year.crmLeadsWithNoUpdates
New leadsLeads created in the last 30 days.crmNewLeads

Opportunity reports

NameDescriptionRule name
Closed opportunitiesWon opportunities for the current year.crmWonOpportunities
New opportunitiesOpportunities created in the last 30 days.crmNewOpportunities
Opportunities by sourceActive opportunities in the sales pipeline for the current year, by source.crmOpportunityBySource
Opportunities in pipelineActive opportunities in the sales pipeline, by stage.crmOpportunityPipeline
Opportunities listOpportunities in the database without date parameters.crmOpportunitiesList
Opportunities with no activityOpportunities inactive for 30 days or more for the current year.crmOppsWithNoUpdates

Sales reports

NameDescriptionRule name
Goal attainmentRevenue goal attainment metrics by an operator for the current year.GoalAttainment
Lost salesOpportunities lost by account for the current year.crmLostSales
Sales by accountOpportunities won by account for the current year.crmSalesByAccount
Sales by repOpportunities won by a sales representative for the current year.crmSalesByRep
Did you find this content helpful? YesNo

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us