Anvil Pro pipeline reporting

Reports that run a sales floor

Anvil Pro lists reporting on its public feature page. The reports that matter for a dealer: pipeline value by rep, quotes by age, activity per rep, and won and lost reasons. Ask to see each one built live, with your own stage names.

The Salesforce angle

Because Anvil Pro is built on Salesforce, reporting depth can be real strength — Salesforce is known for it. It can also mean building a custom report takes someone who knows the platform. Ask which reports come ready and which need setup, and who does that setup after go-live.

What to ask

• Which sales reports come standard?
• Can I build my own report without a support ticket?
• Can a report email itself to me every Monday?
• Can I see activity per rep, not just results?
• What does custom report work cost after go-live?

The rekeying audit

If you build your Monday sales report by hand from spreadsheets and inboxes, count that time. Hours per month times the loaded hourly cost is real money. Use the tool below. Good built-in reports should make most of that labor go away.

A worked task: the custom-report question

Salesforce-based reporting can be deep, but depth has a price: someone has to build the reports. Suggested demo test: ask for one report you actually want — quotes by age by rep — built while you watch. Inputs: one report idea. Expected output: either it appears in minutes, or you learn what custom work costs. The exception to settle: after go-live, who builds your reports? If the answer is a paid engagement, budget for it honestly.

Do this week

Write the three numbers you wish you saw every Monday without asking anyone. Those are the first three reports to request in the demo.