1. Summary
The summary identifies how many new companies and contacts are created, as well as how many and what kind of tasks are completed. By clicking on any number indicating activities completed or contacts created, a pop-up window will present you the detailed summary of those activities.
1.1. What information is displayed in the report?
Activities that are displayed in the report include:
-
activities that are related to a lead, people, company or deal;
-
activities that are marked as completed;
-
completion date are within the selected time frame.
# |
Title |
Description |
1 |
Export |
Allows to export data to a .xlsx file.
Note: system will export data in accordance with a filters applied. |
2 |
Full Screen |
Enables Full Screen |
3 |
Time frame selection |
Lets you choose the desired time frame.
Available time frames:
|
4 |
Average percentage of all completed activities |
Average percentage of all completed activities against set goals.
Note: 0% are included into calculations if goals are set for the particular activity. |
5 |
Link to goal settings |
The link redirects to calls goals settings. |
6 |
Legend |
Explanation of activity types used in the report. |
7 |
Filter by user |
Report breakdown by user.
Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page |
8 |
User list |
The report displays users if one of the following conditions are met:
|
9 |
Calls |
Percentage of all completed calls against set goals.
The report displays calls if one of the following conditions are met:
Note: if the call goals are not set, but at least one call is logged as completed – the system will display the completion percentage as 100%. |
10 |
Successful calls |
Percentage of all successfully completed calls against set goals.
The report displays successful calls if one of the following conditions are met:
Note: if the successful call goals are not set, but at least one call is logged as successfully completed – the system will display the completion percentage as 100%. |
11 |
Sent emails |
Percentage of all emails sent against set goals.
The report displays emails if one of the following conditions are met:
Note: if the sent emails goals are not set, but at least one email is sent – the system will display the completion percentage as 100%. |
12 |
Planned meetings |
Percentage of all planned meetings against set goals.
The report displays planned meetings if one of the following conditions are met:
Note: if the planned meetings goals are not set, but at least one meeting is planned – the system will display the completion percentage as 100%. |
13 |
Completed meetings |
Percentage of all completed meetings against set goals.
The report displays completed meetings if one of the following conditions are met:
Note: if the completed meetings goals are not set, but at least one meeting is completed – the system will display the completion percentage as 100%. |
14 |
New companies |
Percentage of companies created by the user divided by all companies created.
The report displays companies created if one of the following conditions are met:
|
15 |
New contacts |
Percentage of contacts created by the user divided by all contacts created.
The report displays contacts created if one of the following conditions are met:
|
16 |
Tasks |
Percentage of all completed tasks against set goals.
The report displays tasks if one of the following conditions are met:
Note: if the tasks goals are not set, but at least one call is logged as completed – the system will display the completion percentage as 100%. |
17 |
Custom activities |
The report displays all custom activities in a separate columns.
Percentage of custom activities completed against set goals.
The report displays tasks if one of the following conditions are met:
Note: if the tasks goals are not set, but at least one call is logged as completed – the system will display the completion percentage as 100%. |
2. Completed calls
2.1. What information is displayed in the report?
Completed calls that are displayed in the report include:
-
completed calls that are related to a lead, people, company or deal;
-
completed calls that are logged as completed;
-
completion date are within the selected time frame.
# |
Title |
Description |
1 |
Full Screen |
Enables Full Screen |
2 |
Time frame selection |
Lets you choose the desired time frame.
Available time frames:
|
3 |
Average percentage of all completed calls |
Average percentage of all completed calls against set goals.
Note: 0% are included into calculations if goals are set for the particular activity. |
4 |
Completed calls goal |
Completed calls goal that is set for a particular user. |
5 |
Completed calls |
Number of completed calls within the selected time frame. |
6 |
Filter by user |
Report breakdown by user.
Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page |
7 |
User list |
The report displays users if one of the following conditions are met:
|
8 |
Completed calls |
Number of completed calls.
The report displays tasks if one of the following conditions are met:
|
9 |
Completed calls goal |
Completed calls goal that is set for a particular user. |
10 |
Percentage of completed calls against set goal |
Percentage of all completed calls against set goals. |
3. Successful calls
3.1. What information is displayed in the report?
Successful calls that are displayed in the report include:
-
successful calls that are related to a lead, people, company or deal;
-
successful calls that are logged as successfully completed;
-
completion date are within the selected time frame.
# |
Title |
Description |
1 |
Full Screen |
Enables Full Screen |
2 |
Time frame selection |
Lets you choose the desired time frame.
Available time frames:
|
3 |
Average percentage of all successful calls |
Average percentage of all successful calls against set goals.
Note: 0% are included into calculations if goals are set for the particular activity. |
4 |
Successful calls goal |
Successful calls goal that is set for a particular user. |
5 |
Successful calls |
Number of successful calls within the selected time frame. |
6 |
Filter by user |
Report breakdown by user.
Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page |
7 |
User list |
The report displays users if one of the following conditions are met:
|
8 |
Successful calls |
Number of successful calls.
The report displays successful calls if one of the following conditions are met:
|
9 |
Successful calls goal |
Successful calls goal that is set for a particular user. |
10 |
Percentage of successful calls against set goal |
Percentage of all completed successful calls against set goals. |
4. Planned meetings
4.1. What information is displayed in the report?
Planned meetings that are displayed in the report include:
-
the planned meetings that are related to a lead, people, company or deal;
-
the creation date of the planned meeting is within the selected time frame.
# |
Title |
Description |
1 |
Full Screen |
Enables Full Screen |
2 |
Time frame selection |
Lets you choose the desired time frame.
Available time frames:
|
3 |
Average percentage of all planned meetings |
Average percentage of all planned meetings against set goals.
Note: 0% are included into calculations if goals are set for the particular activity. |
4 |
Planned meetings goal |
Planned meetings goal that is set for a particular user. |
5 |
Planned meetings |
Number of planned meetings within the selected time frame. |
6 |
Filter by user |
Report breakdown by user.
Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page |
7 |
User list |
The report displays users if one of the following conditions are met:
|
8 |
Planned meetings |
Number of planned meetings.
The report displays planned meetings if one of the following conditions are met:
|
9 |
Planned meetings goal |
Planned meetings goal that is set for a particular user. |
10 |
Percentage of planned meetings against set goal |
Percentage of all planned meetings against set goals. |
5. Completed meetings
5.1. What information is displayed in the report?
Completed meetings that are displayed in the report include:
-
the completed meetings that are related to a lead, people, company or deal;
-
the completion date of the planned meeting is within the selected time frame.
# |
Title |
Description |
1 |
Full Screen |
Enables Full Screen |
2 |
Time frame selection |
Lets you choose the desired time frame.
Available time frames:
|
3 |
Average percentage of all completed meetings |
Average percentage of all completed meetings against set goals.
Note: 0% are included into calculations if goals are set for the particular activity. |
4 |
Completed meetings goal |
Completed meetings goal that is set for a particular user. |
5 |
Completed meetings |
Number of planned meetings within the selected time frame. |
6 |
Filter by user |
Report breakdown by user.
Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page |
7 |
User list |
The report displays users if one of the following conditions are met:
|
8 |
Planned meetings |
Number of planned meetings.
The report displays completed meetings if one of the following conditions are met:
|
9 |
Completed meetings goal |
Completed meetings goal that is set for a particular user. |
10 |
Percentage of completed meetings against set goal |
Percentage of all completed meetings against set goals. |