To help you get started with reports, Freshsales offers a few sample custom reports. These reports are available for leads, accounts as well as deals. You can edit these reports and include specific filter criteria of your choice. The following are the sample custom reports,

1. Lead Funnel report
   
2. Accounts by Owner
   
3. Pipeline Size by Owner (Deals)
   
4. Deal funnel report
   
5. Large deals
   
6. Sales by sales rep
   

All the above reports filter data only from the last 30 days and are visible to everyone in the team.

To view the reports,

1. Login to Freshsales.
   
2. Go to Reports and under Categories choose one of the following - Leads, Contacts, Accounts and Deals.
   
3. You’d find a list of reports created by you, shared with you along with the reports provided by default. (These default reports are created under the Account Admin’s name)
   

Lead Funnel report

This report can be used to view the status of leads in the last 30 days. The chart provides a funnel view of leads by their Lead Stage. The table specifies the number of leads under each Owner and Lead Stage. 

The following are the filter conditions, type of logic, table and chart used to generate this report.

Accounts by Owner

This report can be used to view accounts categorised by their owners. The chart provides a view of the number of accounts under each Owner. The table provides a list of all accounts and their details. 

The following are the filter conditions, type of logic, table and chart used to generate this report.

Pipeline Size by Owner

This report can be used to view the status of open deals in the last 30 days. The chart provides a view of open deals by their Deal Stage. The table specifies the total value of the pipeline under each Owner and Deal Stage.

The following are the filter conditions, type of logic, table and chart used to generate this report.

Deal Funnel report

This report can be used to view the status of deals in the last 30 days. The chart provides a funnel view of deals by their Deal Stage. The table specifies the number of deals under each Owner and Deal Stage.

The following are the filter conditions, type of logic, table and chart used to generate this report.

Large deals 

This report can be used to view the status of deals of large value in the last 30 days. The chart provides a view of the Deal Value being handled by each Owner. The table specifies the number of large deals under each Owner and Deal Stage.

The following are the filter conditions, type of logic, table and chart used to generate this report.

Sales by Sales Rep

This report can be used to view the value of all deals won in the last 30 days. The chart provides a view of sales by Owner. The table specifies the details of all the deals won.

The following are the filter conditions, type of logic, table and chart used to generate this report.

If you’d like to make changes to any of these reports, select the report and click the Edit report button. Click Save when you’re done. Learn more about editing reports.