Report planning
Start by defining:- Which object answers the question.
- Which fields need to be visible.
- Which filters define the segment.
- Which date range matters.
- Who needs the report and how often.
Common reports
| Report | Source |
|---|---|
| Open follow-ups | Tasks |
| Upcoming appointments | Schedules |
| Active pipeline | Opportunities |
| Recent conversations | Messages |
| Outreach progress | Outbound recipients |
| Contact list by segment | Contacts |
Data hygiene
Operational reports are only useful when the underlying configuration is consistent. Keep these aligned:- Data model fields
- Opportunity stages
- Appointment types
- Inbox assignment rules
- Contact ownership
- Compliance rules
Screenshot placeholder: add a filtered operational table that is ready to export or review.