The activity of your sales team plays a huge role in achieving sales goals. Real-time activity metrics will not only show you the comparison against set goals, but also performance indicators for your team members. This Insights section will make it easier to assess if the sales representative is making reasonable efforts, whether the salesman is working purposefully, what is the overall motivation level and eventually who is the most diligent in your sales team.
Pro tip: To get the most value of the report - set the goals first! For more inspiration download the guide on setting goals located at the end of this article.
Activity Goals
The summary identifies how many new companies and contacts are created, as well as how many and what kind of tasks are completed. By clicking on any number indicating activities completed or contacts created, a pop-up window will present you the detailed summary of those activities.
1.1. What information is displayed in the report?
Activities that are displayed in the report include:
activities that are related to a lead, people, company or deal;
activities that are marked as completed;
completion date is within the selected time frame.
# | Title | Description |
1 | Activities selection | Allows selecting activities to display in the report. |
2 | Export | Allows to export data to a .xlsx file.
Note: system will export data in accordance with a filters applied. |
3 | Full Screen | Enables Full Screen |
4 | Time frame selection | Lets you choose the desired time frame.
Available time frames:
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5 | Average percentage of all completed activities | Average percentage of all completed activities against set goals.
Note: 0% are included into calculations if goals are set for the particular activity. |
6 | Link to goal settings | The link redirects to calls goals settings. |
7 | Legend | Explanation of activity types used in the report. |
8 | Filter by user | Report breakdown by user.
Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page |
9 | User list | The report displays users if one of the following conditions are met:
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10 | Calls | Percentage of all completed calls against set goals.
The report displays calls if one of the following conditions are met:
Note: if the call goals are not set, but at least one call is logged as completed - the system will display the completion percentage as 100%. |
11 | Successful calls | Percentage of all successfully completed calls against set goals.
The report displays successful calls if one of the following conditions are met:
Note: if the successful call goals are not set, but at least one call is logged as successfully completed - the system will display the completion percentage as 100%. |
12 | Sent emails | Percentage of all emails sent against set goals.
The report displays emails if one of the following conditions are met:
Note: if the sent emails goals are not set, but at least one email is sent - the system will display the completion percentage as 100%. |
13 | Planned meetings | Percentage of all planned meetings against set goals.
The report displays planned meetings if one of the following conditions are met:
Note: if the planned meetings goals are not set, but at least one meeting is planned - the system will display the completion percentage as 100%. |
14 | Completed meetings | Percentage of all completed meetings against set goals.
The report displays completed meetings if one of the following conditions are met:
Note: if the completed meetings goals are not set, but at least one meeting is completed - the system will display the completion percentage as 100%. |
15 | New companies | Percentage of companies created by the user divided by all companies created.
The report displays companies created if one of the following conditions are met:
|
16 | New contacts | Percentage of contacts created by the user divided by all contacts created.
The report displays contacts created if one of the following conditions are met:
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17 | Tasks | Percentage of all completed tasks against set goals.
The report displays tasks if one of the following conditions are met:
Note: if the tasks goals are not set, but at least one call is logged as completed - the system will display the completion percentage as 100%. |
18 | Custom activities | The report displays all custom activities in a separate columns.
Percentage of custom activities completed against set goals.
The report displays tasks if one of the following conditions are met:
Note: if the tasks goals are not set, but at least one call is logged as completed - the system will display the completion percentage as 100%. |