09 — Making CRM Reports

In this episode of Booked Solid, we get inside the reporting pipeline, the part of your system that turns activity into insight. You’ll see how to use Copper CRM to create reports that measure what matters, track performance across your pipelines, and make smarter decisions about where to spend your time and energy.

We’ll cover how to set up simple dashboards, how to track both volume and value of opportunities, and how to connect your reports back to marketing and delivery for a complete view of business health. You’ll also learn how to use these insights to lead your team, forecast growth, and keep your system evolving over time.

🎬 Chapters
00:00 Intro – Why Reporting Matters
00:30 Reporting Starts With a Designated Person
02:08 Daily Monitoring of the Pipelines
04:41 Copper Demo of Report Building
05:43 Using Filters for Fast Reporting
09:30 Revenue Forecasting with Pipeline Reports
11:47 Making Custom Reports
14:00 Sales Pipeline Custom Report
18:40 Development Pipeline Custom Report
21:20 Engagement Pipeline Custom Report
24:18 Custom Reports Tips and Templates
57:23 Integrating Copper and Google Sheets
1:01:37 Building Looker Studio Reports
1:04:00 Final Thoughts

Booked Solid is a 10-episode, story-driven video series that guides commercial production companies in building a complete marketing, sales, and delivery system that attracts the right clients and drives business growth.

🎬 Watch the full series:
   • Booked Solid — BizDev for Commercial Produ...  

Resources Mentioned
⚙ Copper CRM – https://copper.com?fp_ref=490205

🌐 Learn how to build a complete business-growth system for your production company:
https://keblas.com

Disclosure
This video includes a referral link to Copper. If you sign up using that link, I may earn a commission at no cost to you. Opinions are my own, and I only recommend tools I personally use and trust.

#KeblasBizDev #CommercialProduction #CopperCRM #BookedSolid