A client’s reporting question reveals an important Act CRM lesson: useful reports begin with well-organized, consistently entered data. Tony reviews the situation and explains how to think through the report, the fields behind it, and the business question it needs to answer.
Start With the Decision the Report Should Support
Before choosing a report, clarify what you want to learn. Then confirm that the necessary information is stored consistently in fields, activities, opportunities, or histories that Act can analyze.
Key Takeaways
- Define the business question before building the report.
- Check that the underlying Act data is complete and consistent.
- Adjust your data-entry process if the report cannot produce the answer you need.
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Have questions about Act CRM or want help applying this idea to your business? Tony Holowitz offers a free one-hour Act CRM training and consulting session.