Sales Activity Report

This report shows you key opportunity data in order to make strategic decisions for managing your sales team pipeline.

• View account managers/sales rep activities for the week.

• Compare time spent on low value vs high-value deals.

• See how many calls and meetings it normally takes to close a deal.

• View which of your company departments are the most profitable.

• Get a birds-eye view of all opportunities (created or won) at the touch of a button. 

• View deals, values, probability, status and even the number of calls, meetings, and comments made on deals.
  
  

The following users are involved in the data that populates this report:

•   Managers 

  • It is important for managers to regularly review the Sales Activity Report to see which sales have been made, and which deals are at risk. 

  • Red flags to look out for are deals of low value which have lots of touch points. 

  • Opportunities must be assigned to a contact and company. 

  • Opportunities must be assigned to an owner.
    
    

• Sales teams 

  • These users must keep their opportunities up to date to ensure the progress status is accurate. 

  • Complete as much data as possible including:

    • Expected close date of the opportunity.

    • Probability (% chance) of the opportunity being signed.

    • Estimated Once Off / Monthly value of the opportunity.

    • The current pipeline status of the opportunity as per your defined statuses.

    • Important events with this client.

    • Time tracked to tasks in opportunity. Indicated by the "clock" icon.

      

  • Record the following information on the relevant client’s Contact View:

    • The information will be represented by these icons below on the Sales Activity Report:
      
      

• Messages relating to this opportunity must be posted on the opportunity or on the client’s Contact View as a comment.
  
  
• Record of calls to clients.
  
  
   

• Record of attempted calls. 

• Check-in to clients on-site. 

  
  

HOW TO ACCESS AND USE THIS REPORT

• Analytics -> Reporting -> Opportunities -> Sales Activities.

• The report will show all opportunities created or closed in a given period of time.

• Filter the search according to your needs. E.g. Opportunity owners, Department, Created date, Signed date etc. 
• Results can be exported as a CSV file, Excel file or a PDF document.

HOW TO MAINTAIN THIS REPORT

• Host a weekly meeting with your sales team and review opportunities filtered by statuses that you have configured for your company or industry. E.g. Hot or: prospect or: follow-up

• Alternatively, search according to the owner of opportunities you want to see or select the filter “Owner department” to see the activity of your whole team. 

HANDY TIP:

Incentivise your sales team with a free lunch for the person with the most up to date sales pipeline or best deals closed ratio at the end of each week. Who doesn't love a gift for being awesome ;)