Standard Reports

Pre-Built Reports

Siebel includes 100+ standard reports covering Sales, Service, Marketing, and Operations. These reports are ready to run out-of-the-box with minimal configuration.

Sales Reports

1. Opportunity Pipeline

• Purpose: View all open opportunities by stage
• Columns: Account, Opportunity Name, Revenue, Probability, Close Date, Sales Stage, Owner
• Grouping: By Sales Stage (Prospecting, Qualification, Proposal, Negotiation)
• Totals: Sum of Revenue, Sum of Weighted Revenue per stage
• Filters: Date range, territory, rep, probability threshold

2. Win/Loss Analysis

• Purpose: Compare closed won vs. lost opportunities
• Metrics: Win rate %, average deal size, sales cycle length
• Dimensions: By rep, territory, product, competitor

3. Sales Forecast

• Purpose: Quarterly revenue projection by rep/team
• Calculation: Weighted pipeline (Revenue × Probability) + Closed Won
• Comparison: Forecast vs. Quota

4. Activity Summary

• Purpose: Track sales rep productivity
• Metrics: # of calls, meetings, emails, demos per rep
• Time Period: Daily, weekly, monthly

Service Reports

1. Service Request Aging

• Purpose: Identify overdue service requests
• Buckets: 0-24 hours, 1-3 days, 4-7 days, 7+ days
• Status: Open, Pending, In Progress
• Priority: Critical (red), High (orange), Medium (yellow), Low (green)

2. SLA Compliance

• Purpose: Track SLA met vs. breached
• Metrics: % SLA met, average response time, average resolution time
• Grouping: By severity, agent, team, SR type

3. Customer Satisfaction (CSAT)

• Purpose: Survey results and satisfaction scores
• Rating: 1-5 stars, NPS (Net Promoter Score)
• Trending: Month-over-month CSAT trends

4. Knowledge Base Usage

• Purpose: Track KB article views and helpfulness
• Metrics: Most viewed articles, self-service resolution rate

Marketing Reports

1. Campaign Performance

• Purpose: ROI and effectiveness of marketing campaigns
• Metrics: Responses, response rate %, leads generated, cost per lead
• Channels: Email, SMS, social media, events

2. Lead Conversion Funnel

• Purpose: Track lead progression through funnel
• Stages: Lead → Qualified → Opportunity → Closed Won
• Conversion Rates: % at each stage, drop-off analysis

3. Email Campaign Analytics

• Purpose: Email marketing performance
• Metrics: Open rate, click-through rate, unsubscribe rate, bounces

Operational Reports

1. Account Summary

• Purpose: Account list with key metrics
• Columns: Account name, revenue, # of contacts, # of opportunities, last activity date
• Filters: Account type (Prospect, Customer, Partner), industry, location

2. Territory Coverage

• Purpose: Account distribution across territories
• Metrics: # of accounts per territory, total revenue per territory
• Balance Check: Identify under/over-allocated territories

3. Data Quality Report

• Purpose: Identify incomplete or duplicate records
• Checks: Missing emails, phone numbers, duplicate accounts

Accessing Standard Reports