Skip to main content

This content has been archived and is no longer being updated.

Links may not function; however, this content may be relevant to outdated versions of the product.

Pega Sales Automation report categories (8.2-8.5)

Suggest edit Updated on September 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.

To view or create reports, see Viewing and creating reports.

For information about application-specific reports, see the following articles:

Note: Pega Sales Automation for Financial Services uses the same set of reports that are described in this article.

Report categories

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

Account and contact reports

Report nameRule nameReport description
Accounts listcrmAccountsListAccounts in the database without date parameters.
Contacts listcrmContactsListContacts in the database without date parameters.
New accountscrmNewAccountsAccounts created in the last 30 days.
New contactscrmNewContactsContacts created in the last 30 days.
New organizationscrmNewOrganizationsOrganizations created in the last 30 days.
Organizations listcrmOrganizationsListOrganizations in the database without date parameters.

Activity

Report nameRune name

Report description

Completed activities by top 10 reporteesSFAActivitiesByTypeAndRepActivities completed within the last 30 days by the top 10 direct reports.
Duplicated contactsGetDuplicateListA list of duplicated contacts.

Data import reports

Report nameRule nameReport description
AccountsAccountOpen 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.
ActivitiesActivitiesByOwnerOpen 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.
CompetitorsCompetitorsOpen 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.
ContactsContactOpen 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.
HouseholdsGetHouseholdsOpen 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.
B2B leadsLeadOpen 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.
B2C leadsLeadIndOpen 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.
OperatorsOperatorOpen 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.
B2B OpportunitiesOpportunityOpen 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.
B2C opportunitiesOpportunityIndOpen 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.
OrganizationsOrganizationOpen 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.
PartnersPartnersOrganization 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.
ProductsProductProducts 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.
PulsePulsePulse 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.
TaskscrmRelatedTasksTasks 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.
TerritoriesTerritoryTerritories 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.
Time periodsTimePeriodsTime 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.

Lead reports

Report nameRule nameReport description
Converted leadscrmConvertedLeadsLeads converted to opportunities for the current year.
Leads by sourcecrmLeadsBySourceActive leads in the sales pipeline for the current year, by source.
Leads listcrmLeadsListLeads in the database without date parameters.
Leads with no updatescrmLeadsWithNoUpdatesLeads inactive for 30 days or more for the current year.
New leadscrmNewLeadsLeads created in the last 30 days.

Opportunity reports

Report nameRule nameReport description
Closed opportunitiescrmWonOpportunitiesWon opportunities for the current year.
New opportunitiescrmNewOpportunitiesOpportunities created in the last 30 days.
Opportunities by sourcecrmOpportunityBySourceActive opportunities in the sales pipeline for the current year, by source.
Opportunities in pipelinecrmOpportunityPipelineActive opportunities in the sales pipeline, by stage.
Opportunities listcrmOpportunitiesListOpportunities in the database without date parameters.
Opportunities with no activitycrmOppsWithNoUpdatesOpportunities inactive for 30 days or more for the current year.

Sales reports

Report nameRule nameReport description
Goal attainmentGoalAttainmentRevenue goal attainment metrics by an operator for the current year.
Lost salescrmLostSalesOpportunities lost by account for the current year.
Sales by accountcrmSalesByAccountOpportunities won by account for the current year.
Sales by repcrmSalesByRepOpportunities won by a sales representative for the current year.
  • Previous topic Managing list values in Pega Sales Automation (8.2-8.4)
  • Next topic Pega Sales Automation dashboard widgets (7.4-8.5)
Did you find this content helpful? YesNo

33% found this useful

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