All Collections
Reporting
Sales Team Activity Breakdown Report
Sales Team Activity Breakdown Report

View the activities your team has completed (or has planned) over a specific date range.

Eve Whyte avatar
Written by Eve Whyte
Updated over a week ago

Display a Sales Team Activity Breakdown report in an easy to read graph or table to motivate the team at the weekly sales meeting. 

Click: Menu>Custom Reports>Report On>Sales Team Activity Breakdown.
​

Filter the report by:
Phase
Area/Territory
Sales Rep
Account Manager
Activity Status.

Sales Team Activity Graph

Sales Team Activity Table.

The purpose of the report is to show you who has done what in a specific date range, we find this is a great report for team meetings to discuss what has happened over the last period and any challenges they have had with their leads/customers. 

You can filter the report by 'Done' activities, 'To-Do' or both. 

If you want to see notes entered download the Activity Detail report to Excel.
​

Did this answer your question?