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Analyze your team's activity

The Activity report displays all the activities that have been done on your account including how many leads were created and what types of activities were logged.

Monitor metrics and know what sales activities were completed in a specific time period such as how many calls were made, how many emails were sent, or how many meetings were arranged.

You can also see how many leads were created, how many were won, and the amount of money generated. The report can be viewed by date or by user and grouped by the parent activity or outcome for further insight into the activity results.

This report can be filtered by:

  • 1) Date
  • 2) As Admin, you can view data and filter by user or team