Overview
The Activity Report provides a high-level overview of all current activity within your business. It's especially helpful for:
Monitoring team communication in real-time
Identifying trends in team member activity
Holding individuals accountable to communication benchmarks
Using Filters in the Activity Report
At the top of the Activity section, you'll find filters that let you narrow down the report by:
Team member
Start date
End date
Key Benefits with Team Accountability
One of the most powerful features of the Activity Report is the ability to drill down into performance by team member:
Select specific team members to view their communication logs.
Can measure team members activity against your team's KPI’s (ex: a certain number of follow-up calls per week).
Enforce communication quotas
Customize the date range to analyze performance over any length of time.
Reduce time spent manually checking in with team members.
Make informed decisions on workload distribution and support
Review for quality assurance
By seeing what each team member is doing on a daily basis, managers can better understand the workload of staff and identify areas of need.
Real-Time Activity Monitoring
As your team interacts with clients and projects, their activities are tracked and displayed in the Activity Feed. These include:
Incoming and outgoing calls
Incoming and outgoing text messages
Notes
Project updates (ex: stage changes, when a quote gets created)
Additionally, the Activity Feed includes its own set of filters that let you further narrow down the data by activity type, such as calls, messages, notes, and emails; giving you deeper visibility into specific interactions.