Weekly activity report (business)

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BUSINESS
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The weekly activity report offers a series of relevant indicators about sales performance. If you are the manager of a sales team, you will be able to select the sales rep you would like to visualise and download the report in PDF, Excel or Word. 

It consists of different segments with the following information:

 

1.Summary of activities

  • Average Check-ins: Average number of geolocated visits in the last 7/30 days.
  • Check-ins: Total number of geolocated visits made in the last 7/30 days.
  • Activity: Total number of e-mails and other actions entered manually, such as reporting the content of an important telephone call, in the last 7/30 days.
  • Phone calls: Total number of incoming and outgoing calls in the last 7/30 days.
  • New accounts: Total number of new accounts added in the last 7/30 days.
  • New contacts: Total number of new contacts added in the last 7/30 days.
  • Distance (km): Total number of kilometers in a straight line as regards the check-ins made. It is not the actual number of kilometers but an approximate value.

 

2. TOP 10 – Most active accounts in the last 30 days:

The table contains a summary of the accounts to which more time has been dedicated, depending on the activity score generated by ForceManager.

 

3. Time distribution of the activity (last 30 days)

The graph shows the time distribution of all the activity recorded in ForceManager.

It illustrates all the activity held within the last 30 days to check the number of activities taken every hour (0-24h), the data bars represent the hours of the day.  

 

 

4. Absolute Activity (last 30 days)

The graph shows a summary of the following activity: e-mails, actions entered manually, such as the content of an important phone call, and phone calls.

  

5.  Activity by segment

Here, a summary of the coverage given to each one of the company segments is provided, according to the type of activity. The last 30 days are not taken into account like in other graphs, but the visit cycle established for each segment is taken into consideration. In other words, if account A has a visit cycle of 30 days, this report will take the activity of accounts A during the last 15 days into account. If, on the other hand, accounts D have a 90-day cycle, all the activity of accounts D in the last 90 days will be taken into consideration. Three types of activity are considered:

  • Visits: Check-ins and visit-type activity.
  • Actions and phone calls: These correspond to the other actions (e-mails and activities generated manually) and calls.
  • Inactive: These correspond to a group of accounts with which no type of activity has been generated.

Beneath the graph is the table in which a summary appears of all the accounts assigned to the sales rep according to their classification and the visit cycle assigned to them. 

 

 

 

6.  Opportunity pipeline (weighted value*)

The pipeline shows you in a graph format, the total opportunities by status and weighted amount.

Bear in mind, the weighted amount is calculated by multiplying the total amount with the probability of success of the opportunity. What’s more, from the pipeline you will only see opportunities that are at intermediate states, and so not won or lost opportunities since these are opportunities are now closed.

To the right of the opportunity pipeline, you have another summary which shows you:

  • The amount of opportunities and weighted amount of which will expire in the next 7 days.
  • Opportunities that have already expired.
  • Below this, the number of won opportunities and the total amount of opportunities.
  • Finally, lost opportunities from the last week the total amount of opportunities.

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