Sales Activity Report

Modified on Thu, 4 Jul at 3:44 PM

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. 


  • 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.


  • 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. 


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 ;) 

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