Reports for Sales


This article reviews some of the top reports for your sales team. Whether your just interested in sales information or part of a sales team, you can utilize the following reports to pull sales information. For more sales reports, check out Sales & Invoicing Reports category. 

*Note* You will need the correct Security Role in Enterprise or Security Group permissions in Beyond in order to view these reports. For more information check out Reports & Administrators

For Analyzing Numbers

For Reviewing Sales Productivity

For General Information
  • To pull up a list of customers, use the Customer List report
  • Run the Top 25 Customers report to see a list of your top customers
  • If you are entering contact birthdays, you can pull the Contact Birthday report to grab a list of contacts to send birthday cards to
  • Use the AR Statement Summary to pull statements for your customers

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