Action Activity Report

Breakdown of salesperson disposition activity over the specified date range. This report includes a chart displaying user activity.

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

Why is this important?

Actions drive status changes. The more actions are occurring during a given time, the more active your team is calling and working their leads. If you configure your categories correctly, you should be able to see Outbound vs. Inbound activity here.

Formula

Leads that have been actioned during each month of the year for the date range selected.

 This report runs for the entire month's worth of data. Selecting a mid-day of the month for the start date will round down to the 1st. Selecting a mid-day for the end date will round up to the last day of that month.

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