📌 This feature is available for all plans.
For detailed information on each plan, you can check 👉 here.
Description of the "Activity Indicators" Chart
The “Activity Indicators” chart provides a clear and visual comparison of activity over selected periods. This chart includes several indicators that help analyse how the activity recorded in Sage Sales Management evolves.
The indicators allow you to assess activity performance simply and intuitively. You can access the settings from the top-right corner of the screen to activate the indicators you wish to display. Additionally, you can select different periods for analysis.
Once the indicators are activated, you can observe:
In the right bar, the number of activities performed during the selected period.
In the left bar, the number of activities performed during the previous period.
The chart colour will vary depending on the difference between the periods:
Green: If more activities were performed in the selected period.
Red: If fewer activities were performed in the selected period.
It’s important to note that the data displayed always refers to the users selected for the sales analysis.
How to add a new indicator?
On the left side of the screen, you can see all the active indicators. Arrange them in your preferred order by dragging and dropping them.
Click on the “Add indicator” button to access the available indicators that are not yet active.
Preview and activate the ones you need.
Available Indicators
Check-ins: Comparison of geolocated visits performed.
Emails sent: Comparison of the total emails sent.
Emails received: Comparison of the total emails received.
Total emails: Comparison of the total emails sent and received.
Fast check-ins: Comparison of fast-checkins performed.
Tasks: Comparison of all manually added tasks (not visit-related).
Visit tasks: Comparison of visit-type tasks (non-geolocated).
Incoming calls: Comparison of the total incoming calls received.
Outgoing calls: Comparison of the total outgoing calls made.
Total calls: Comparison of the total incoming and outgoing calls.
New accounts: Comparison of the new accounts assigned.
New opportunities: Comparison of the new opportunities assigned.
New contacts: Comparison of the new contacts assigned.