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Reports in Salesforce

In this article

    Reports can be difficult to define in Salesforce, and so we ship Gong for Salesforce app with a starter pack of useful reports. You can use them 'as is', or modify them to fit your requirements.

    Background reading: learn about the data model & structure.

    Notice

    Need a report that isn't supplied? Talk to us!

    Where to find Gong reports

    In Salesforce, go to the Reports page, click All Folders in the left pane, and select Gong Reports.

    Out-of-the-box reports:

    • $ pipeline impacted by competitive Opps

      The $ value of Opps with competition in the pipeline

    • $ value of won Opps with competition

      The value in dollars of won deals when there was competition

    • Closing Opps w/o their VP participation

      Opportunities due to close this quarter where none of the prospect’s VPs participated in a call

    • Closing Opps with your VP participation

      Opportunities due to close this quarter where a VP on your side participated in a call

    • Competitive Opps closing this Q

      Opportunities due to close this quarter where your competitors were mentioned by your prospects

    • Early-stage Opps where pricing mentioned

      Early-stage opportunities where pricing was mentioned

    • Email Activity per Contacts in Account

      Displays the number of emails each contact in an account received over the last 30 days. Included in the Gong Email Activity dashboard.

    • Email Activity per Opportunity Size

      Are you engaging correctly with your opportunities? This report displays the emails sent for opportunities closing at the end of the following month. Included in the Gong Email Activity dashboard.

    • Email Activity per Rep

      Displays the number of emails sent by each rep. Included in the Gong Email Activity dashboard.

    • Late-stage Opps without pricing

      Late-stage opportunities where pricing wasn't mentioned

    • Most Emailed Contacts - Top 20

      Displays a list of contacts and the number of emails they received, sorted highest to lowest. Included in the Gong Email Activity dashboard.

    • No. of open Opps per Q per competitor

      The number of open opportunities with competition, broken down by competitor

    • Number of Opportunities Rep Engaged In

      Displays the number of opportunities each rep was involved in, in the last 30 days. Included in the Gong Email Activity dashboard.

    • Opportunities without Email Activities

      Displays a list of opportunities where the most recent email was sent more than 30 days ago. Included in the Gong Email Activity dashboard.

    • Percentage of competitive won Opps per Q

      The quarterly trend of the percentage of opportunities won when there was competition

    • Win rate per Q for competitive Opps

      The quarterly trend of how often you won opportunities when there was competition

    Custom reports

    • Reports for trackers

      Customize one of the out-of-the-box reports to change the tracker and add filters. Learn more

    • Reports for topics

      Customize one of the out-of-the-box reports to change the topic and add filters. Learn more

    • Capture stats reports

      Answer questions such as "Who is the AE with the longest customer story in their Discover stage calls?" "What will the win-rate be in this context?" Learn more

    • Additional custom reports

      Based off our other custom reports, we give you some hints on how to create a report for how many meetings you had with a particular customer, and the duration of early stage calls per rep. Learn more

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