Sales Activity Report

This is a comprehensive overview of sales activities for your team. Learn more about how you can track the total number of opportunities, presentations, estimates, notes, calls, and meetings that have been created.

On this page:

Accessing the Sales Activity Reports

Filters

Include inactive reps

How to pull a report

How to sort a report

How to create a custom report

How to load a custom report

Totals

CSV exports

Accessing the Sales Activity Reports

To access the Sales Activity Reports:

1. Click into your Reports tab
2. Select Sales Activity

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Filters

Each report contains the following filters:

• Rep Type
• Rep Name
• Date

To select a report, click on the Rep type toggle and make your Rep Name and Date selection.

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Include inactive reps

Select the rep status to "All" to include inactive client or order reps in your reporting.

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How to pull a report

Once you have selected your report filters, click Get Report.

To reset all of your filters, select the Red X icon.  

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How to sort a report

Once you have pulled a report, click on a column title arrows up or down to sort that column by alphabetical or numerical order.

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How to create a custom report

You can save specific Search filter selections and create your own custom Sales Rep reports. Your saved reports are only available under your login; they are not shared across your entire team.

Learn how to:

• Create a custom report
• Delete a custom report

 

To create a custom report:

1. Select your preferred filters on the Search tab
2. Click Actions > Save Report
3. In the "Save Report" pop-up, enter a report name
4. Click Save

 

To  delete a custom report:

1. Click Actions > Load Report
2. In the "Load Report" pop-up, select Report
3. Click the    icon next to the report you want to delete
4. In the "Are you sure you want to delete the saved report" pop-up: Click Delete

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How to load a custom report

1. Click Actions > Load Report
2. In the "Load Report" pop-up, select Report
3. Click Load

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Totals

The Sales Activity's totals box above displays the:

• Number of rows (form)
• Number of Opportunities 
• Number of Presentations
• Number of Estimates
• Number of Notes
• Number of Calls
• Number of Meetings

CSV exports

After you've pulled a report, click Export to export a CSV file of the report details.

CSV exports make it easy to organize large amounts of data. 

The Sales Activity Report's CSV export contains the:

• Sales Rep
• Sum of opportunities created
• Sum of presentations created
• Sum of estimates created
• Sum of client accounts created
• Sum of notes
• Sum of calls
• Sum of meetings
  
  

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