Understanding where leads convert and where they drop off is the difference between guessing and growing. The Sales Report in Thryv Reporting Center is a prebuilt report that tracks new incoming customers and how they move through your sales process, including estimates, invoices, and appointments. Reviewing the Sales Report regularly gives you a clear, visual map of your revenue trends and sales pipeline so you can make smarter, data-driven decisions. This article covers what the Sales Report shows, how to make the report as accurate as possible, and what actions you can take based on the data.

What the Sales Report Tracks

The Sales Report is one of the prebuilt reports available in Thryv Reporting Center. The Sales Report tracks metrics for new incoming customers and how they move through your sales process, including how many estimates you are issuing, how those estimates convert to paid invoices, and how your appointments are performing. The report provides visual charts that make it easy to spot revenue trends, identify pipeline bottlenecks, and compare performance across different date ranges.

How to Make Sure the Sales Report Data Is Accurate

The Sales Report relies on accurate and complete customer data entered in your CRM. To get the most out of the Sales Report, follow these two practices:

• Enter all new customers and leads as client cards in your CRM. Every new customer or lead must have a client card in your CRM for their activity to appear in the Sales Report. See how to add a new client card in Thryv Business Center for instructions.
• Mark no-show appointments when they occur. No-show appointments are not tracked automatically. If you want no-show data to appear in the Sales Report, you must mark each no-show appointment manually. See how to mark a no-show appointment in Thryv Business Center for instructions.

What Insights the Sales Report Provides

The Sales Report surfaces three key areas of insight for your business. Use the date range controls in the report to adjust the time period and compare performance across different periods.

• New customers over time - Track how many customers are entering your pipeline and adjust the date range to see how customer acquisition has changed over time.
• Estimate to invoice conversion - Cross-reference your estimate revenue with invoice revenue and review estimates by status to understand how well your estimates are converting to paid invoices.
• Appointment performance - Review appointment statuses to see how much missed and rescheduled appointments are costing your business.

What Actions You Can Take Based on Sales Report Data

The Sales Report is most valuable when you use the data to take action. The following are common ways to act on what the Sales Report reveals:

• If estimates are expiring without being approved or invoices are sitting unpaid, consider setting up automated reminders for estimates and invoices to prompt clients to take action.
• If you have a high number of no-shows or rescheduled appointments, consider setting up or adjusting your appointment reminders to reduce missed appointments.
• Compare the Estimates Issued by Revenue metric across staff members to identify which staff members' estimates are converting to revenue. Use the data to provide coaching to underperforming staff or recognize top performers.

Frequently Asked Questions

Does the Sales Report update automatically when I add new clients or complete appointments?
Yes. The Sales Report pulls data from your CRM and updates as new client cards are added and appointments are completed or updated. However, no-show appointments must be marked manually for the data to appear in the report.

Does this article cover how to access or navigate Thryv Reporting Center?
No. This article covers the Sales Report specifically. For information about navigating Thryv Reporting Center and using prebuilt and custom reports, see Navigate and Use Thryv Reporting Center.