📌 This feature is available for all Starter plans.
For detailed information on each plan, you can check 👉 here.
The weekly activity report provides a set of key indicators to assess commercial performance. If you manage a sales team, you will have the option to select a specific sales representative to review their activity and download the report in PDF, Excel, or Word format.
The report consists of three main sections, each containing the following information:
1. Activity Summary
This section provides a comparison of your activity over the past week versus the previous week, including:
The number of new companies created this week (regardless of who they were assigned to) versus those created the previous week.
The total number of check-ins completed this week compared to the previous week.
The total number of registered calls, including incoming, outgoing, and missed calls.
The total duration of all recorded calls, compared to the total call time from the previous week.
The total number of emails registered (both sent and received) this week versus the previous week.
2. Coverage
This section includes coverage analysis of your assigned companies over the last 30 days, displaying:
On the left side, the top 10 companies with the most interactions, showing:
The company name
The rating
The percentage of interaction
On the right side, the 10 companies with the least interaction, also showing their:
Rating
Percentage of interaction
(If multiple companies have the same interaction percentage, they will be sorted alphabetically.)
Below these lists, you will find the following indicators:
Coverage percentage: The proportion of your assigned companies that have had activity.
Active companies: The number of assigned accounts that have had at least one interaction.
Total companies: The total number of companies assigned to you as the primary owner.
For example, if 26 companies are assigned to you and you have interacted with 10 of them, your coverage percentagewould be 38.5%.
3. Opportunity Pipeline
The pipeline section provides a graphical representation of your opportunities, categorised by status and weighted value.
💡 Note: The weighted value is calculated by multiplying the total opportunity amount by the probability of successassigned by the sales representative.
📌 Only active opportunities are displayed in the pipeline. Opportunities marked as won or lost will not be included, as they are no longer considered active opportunities.
To the right of the opportunity pipeline, there is a summary section displaying:
The number of opportunities and their weighted value that are due within the next 7 days.
Opportunities with an expected closing date that has already expired.
The total number of won opportunities along with their total value.
The number of opportunities marked as lost in the past week, including their total value.