White Paper: Top 10 CRM Reports for Your NetSuite, Salesforce & HubSpot Data

This paper includes 10 must-have reports for your CRM data that will give you actionable insights for your sales and marketing teams and beyond.


7 min read

November 17, 2023

About ZoneReporting:

ZoneReporting presents a pre-built reporting solution that’s seamlessly integrated into MicrosoftPower BI, purpose-built to elevate your CRM experience. Supported CRMs include NetSuite,Salesforce, and HubSpot.

Our robust pre-built solution encompasses a dedicated connector, an intelligently crafted tabular data model, an array of key metrics and KPIs, and a collection of highly valuable reports. Our mission is to expedite your journey towards establishing a powerful Business Intelligence (BI) reporting framework. Instead of investing months or even years, we empower you to launch your BI platform in mere weeks, saving you valuable time and resources.

ZoneReporting is your catalyst for unlocking the full potential of your CRM data, allowing you to make data-driven decisions with ease. Ready to explore our solution in action? Request a personalized demo and discover how we can transform your CRM reporting. Your path to streamlined, efficient reporting begins here.


In this comprehensive white paper, we delve into a vital aspect of your business intelligence: CRM reporting. We will unveil the primary objectives of each report presented, articulate their indispensable value in enhancing your business, and provide actual examples of our reports. This document is your ultimate guide to unlocking the full potential of CRM reporting, tailored to your data within NetSuite CRM, Salesforce, or HubSpot. Explore the top 10 CRM reports that can transform the way you harness your customer data and drive unprecedented growth. Here are the reports covered:

• Opportunity Snapshot & Latest Opportunities Created and Closed
• Opportunities by Product
• Pipeline Cohort Snapshot
• Stage Probability Analysis
• Cohort Probability Analysis
• Sales Rep Goal Performance
• Account Activity
• Leads Creation and Conversion Analysis
• Forecast Accuracy
• Opportunities Won vs Lost vs Pending

Download here.

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