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Generating Client Reports

Creating reports in the CRM helps teams track client activity, measure campaign performance, and prepare updates for internal reviews and client meetings.

Step-by-Step Guide

Step 1 — Log in

  • Go to crm.forgemarketing.com.
  • Sign in with your Forge Marketing email and password.

Step 2 — Navigate to Reports

  • From the main dashboard, click Reports in the side menu.
  • Choose Client Reports (or Custom Reports if you need a tailored dataset).

Step 3 — Select report type

  • Activity Report— meetings, calls, emails, and logged interactions.
  • Opportunity Report — pipeline status, values, and stages.
  • Performance Report — campaign KPIs (impressions, clicks, conversions, spend).
  • Engagement Report — contact responsiveness and touch frequency.
  • Custom Report — select specific fields and metrics relevant to your client or campaign.

Step 4 — Apply filters

  • Select the client or client group.
  • Choose a date range (e.g., Last 30 days, Last quarter).
  • Filter by account manager, campaign, channel, or project status as needed.

Step 5 — Generate the report

  • Click Generate (or Run Report).
  • Preview the report in the CRM to confirm data and formatting.

Step 6 — Export or share

  • Export as PDF, Excel (XLSX), or CSV depending on need.
  • Use the CRM’s Share feature to send a link to colleagues.
  • Save a copy to the client’s folder in Drive or attach to meeting materials.

Best practices

  • Verify that all recent interactions and updates are logged before generating a report.
  • Use consistent date ranges across teams when comparing performance.
  • Review the report with the assigned Account Manager before sharing with the client.
  • Save commonly used templates to speed up repeat reporting.

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