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Sales reporting: 8 types of reports and 5 tips to help you reap their benefits

Meredith Moore

Director of Sales Development at Dialpad

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Sales

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Screenshot of Dialpads Salesforce integration populating a calls details

Screenshot of Dialpads Ai Scorecards dashboard

[do not use] Screenshot of Dialpad Ai Playbooks using BANT methodology with some steps completed

Screenshot of creating a Custom Moment in Dialpad which uses AI to track how often certain keywords are coming up on calls

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Screenshot of Dialpads call analytics dashboard

Dialpad tip:

Accompany your sales reports with contextual insights and commentary to provide clarity and actionable recommendations. Highlight notable trends, performance outliers, and areas for improvement, and offer guidance on strategies to help reps capitalize on opportunities or address challenges.

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