Post by mistyssaktersfo33 on Dec 30, 2023 5:49:25 GMT -5
Get insights into how your team's sales activities are progressing with the new campaign performance dashboard. This feature, located in the Insights section, enables you to create fine-tuned views and share a visual representation of your team's sales performance. You can view activity for each day, week, month, quarter, or year and even set your own time range. Here are some examples of what you can see using Activity Performance Insights How many activities were completed last week How many activities were added last month What activities were scheduled for this week How many were completed out of all activities scheduled this week How many hours of an activity was completed this month Use filters to see the metrics you want to see To see the progress of any different activity you just add filters. Here are some examples of the filters available.
They are all color coded to make it easier to see the data. Team user type Was the activity assigned to them? Or were they a contact? Organization activity type: Phone follow-up, email, meeting, etc. Status: Completed or Pending Date Type Time to add activity Deadline Last notification time Update time or mark as Email Marketing List complete You can also filter task data in two ways to choose how to view results Number of activities Number of tasks completed or to be completed Duration How many hours of tasks completed or how many hours of tasks planned? Create charts to help you understand your data.
You can choose the type of chart you prefer to visualize your data, whether it's a column chart, a bar chart, a pie chart, a scorecard, or a table. Once you're satisfied you can save it, add it to your dashboard and share it with colleagues. You can even save as a new chart if you want to keep the original chart and compare it with the new chart. Here are some of the many potential ways you can use activity performance insights. See who on your team has completed the most activities in a month and break down the activities completed by each person to find the most active reps. Overview the activities planned for the week. Then track the completion of planned work. Look at all meetings from the last quarter and then toggle by duration and volume to better understand how your reps are treating leads. A dashboard doesn’t have to be just a graph of all activity or a graph of all performance.
They are all color coded to make it easier to see the data. Team user type Was the activity assigned to them? Or were they a contact? Organization activity type: Phone follow-up, email, meeting, etc. Status: Completed or Pending Date Type Time to add activity Deadline Last notification time Update time or mark as Email Marketing List complete You can also filter task data in two ways to choose how to view results Number of activities Number of tasks completed or to be completed Duration How many hours of tasks completed or how many hours of tasks planned? Create charts to help you understand your data.
You can choose the type of chart you prefer to visualize your data, whether it's a column chart, a bar chart, a pie chart, a scorecard, or a table. Once you're satisfied you can save it, add it to your dashboard and share it with colleagues. You can even save as a new chart if you want to keep the original chart and compare it with the new chart. Here are some of the many potential ways you can use activity performance insights. See who on your team has completed the most activities in a month and break down the activities completed by each person to find the most active reps. Overview the activities planned for the week. Then track the completion of planned work. Look at all meetings from the last quarter and then toggle by duration and volume to better understand how your reps are treating leads. A dashboard doesn’t have to be just a graph of all activity or a graph of all performance.