Reporting Examples to Build Visual and Actionable Reports
Nov 09, 2020 ● 4 min read
Reports can come in many different forms. Some of these include general work reports, sales reports, and marketing reports. When properly executed, these can positively serve businesses
Table of Contents
As you can imagine, there are several different formats for reports. There are also lots of styles for building business reports. Most of these stylistic and metric concerns are left up to team preferences.
You've seen first-hand how this could be problematic. With the number of opinions and preferences of people, it's hard to please everyone.
We'll cover some of the best practices in writing business reports. And we'll show some automated and visualized report examples from one of the best in the game – Whatagraph.
One of the reporting examples: business report
Business by nature is a broad word. It encompasses many elements, and a work report can be focused on many different areas of business. Normally, business reports are informational pieces. They discuss results and measurements related to the relevant area of business.
Whether they be for marketing, sales, or a general overview, business reports can improve decision making in the long term.
Many companies' reports' have a specific target audience. For marketing, it may be for clients or the CEO. For sales, it might be for the managers or upper-level board members. You get the idea.
Intuitively, the report design of any business report should be clear. These should illustrate the key points and metrics to the appropriate audience.
Through progress reports, you should be able to tell whether your campaigns or efforts are working.
This can take a lot of time to put together without the right steps and tools.
Lucky for you, we've got both covered.
Writing a business report
Before you start speed-typing your way to a report, there are a few things to note. The value of good communication cannot be overstated in this field of work. And like most things, the more practice put in, the better the reports will get.
With that said, here’s a 5 point step-by-step process to writing quality business reports.
- Know your audience
Knowing your audience is paramount when it comes to progress reports. Why? Because it allows you to set the tone for the whole report.
Once you know your audience, you can select the appropriate information, performance indicators, heck, and color scheme(s). You can also choose the value items for different business segments.
For example, for sales, you’d probably use more data visualization and numbers. Whereas, for marketers, you’d go with more information and focus on report design and scheme. The idea here is to build the reports around your audience.
- Set goals for your report
Your reports should be built with the end in mind. Such that you're able to focus on what matters to your audience. Ask yourself questions from the perspective of the person you are reporting to. This should give you a better idea of what the goals should be.
Once you know what you’re reporting about and why things get easier. You can then select indicators that will track the relevant aspects of performance.
- Choose the right metrics to visualize
Data visualization is important, but visualizing the right metrics is supreme.
When you nail down your audience, you can be precise with the data and metrics you want to visualize. This type of approach can help with report design and optimizing the results of reports. From there, the information you choose to include in the report should be based on the audience's expectations.
Which brings us back to the point - it's all about visualizing the right metrics for the right audience.
- Make the data easy to understand and actionable
Making your report understandable and actionable is a crucial piece to a good report. This means that the report design and layout are integral pieces.
To improve your business's bottom line, ensure that your reports work for you and not the other way around. Focus on metrics that have a purpose and can improve decisions.
And it's really as simple as using data visualization tools to report. This is one of the best practices in business reporting. Doing this will empower you to give an overview of the results that will inspire action.
- Choose the right tool
Last but not least, the tool you choose can make or break your report. No, we're not talking about a hammer, some nails, and a saw here. We're talking about tools that can help you build automated and visual reports.
Whatagraph scores big in reporting. Whether it be for sales reports or marketing reports, you can't go wrong.
Now, the purpose of your reports will vary. And the degree of success will be dependent on the amount of practice you put into building reports.
Using the right tool can help you present an overview or in-depth insights. And Whatagraph grants these functions and much more.
A few examples from the right tool
Some teams choose to put people on the payroll to build reports. Meanwhile, other teams employ reporting software.
But if you're looking to maximize efficiency, Whatagraph is your best bet. The choice is pretty clear here.
You may be wondering why that is. Well, below are a few report examples to show you the value.
General overview report
This is a great all-around template that will give you an overview of your general progress as a company. And the content and data can be focused on all of your strategic business units.
This style of reports can be applied to both a sales report or a general marketing report.
While some people do use this type of report, this is only one report template of many. If you're looking to uncover more in-depth data, check out some of the report templates below.
SEO report example
SEO is one of the most important pieces of a digital marketing strategy. And you've probably heard of or even use Google Analytics. But, it's often difficult to understand or use when reporting to clients or management. Whatagraph can help you visualize and make the data from SEO actionable. This makes the measures of your SEO efforts more understandable in your reports.
Pipeline for sales report example
For a sales team, accurate pipelines are non-negotiable. Knowing which deals are likely to come through or not can affect the bottom line of the company. Having these sorts of things on display for a sales team can improve results.
E-commerce marketing report example
The e-commerce report template from Whatagraph has all the primary metrics you need. This way, you can make sure you're getting the best possible results from your e-commerce activities.
Kickstarting your business reporting
Whatagraph also has loads of report templates. This covers pretty much every area of business. Whatagraph uses an open API to pull the data and build reports automatically. This means no more manual inputting and making critical mistakes.
There are loads of templates to choose from, but you can customize the reports according to your needs. This is also done through a drag and drop system. This makes life so much easier.
If you're ready to try a better way of reporting workflow, here's a 7-day free trial to try out Whatagraph.