First of all, you will find the activity graph. In this graph you can analyse all sales-type activity held by the selected users and within the selected period of time.
Before analysing results, you can adjust your search:
- By selecting the fields you wish to see (from the legend, choose which ones you want to display on the graph).
- By choosing in what time format you wish to see your data (day, week or month). If you prefer, select the time distribution format to see results by hour (to check in which hours of the day that activity is produced).
By default, you will see the graph with absolute values but you can also see the aggregate values graph and the percentage distribution graph:
|Absolute values graph: shows data that is not piled up so you can see absolute values and analyse which values have more impact.|
|Aggregate graph of absolute values: It piles absolute values adding up all the series so you can assess the total activity volume.|
|Percentage distribution graph: you can check the relative status, without depending on the relative increases of a given time. You can view data in a percentage format.|
You will be able to analyse the following activities:
Includes check-ins as well as all visit-type arrangements.
Includes all emails. That is, sent and received emails.
Includes inbound and outbound calls
In activity you can see all non-geolocated activity that has been input into the system such as comments from calls, meeting notes etc…
It shows how user activity has evolved within the selected period of time. It includes all interactions held during the latest weeks: calls, check-ins, emails…
Remember that ForceManager weights each activity depending on its importance to your company (For example, if your company values visits more than calls, each visit will provide a higher score for the user).
The level of activity a user has had during the latest weeks will always have a higher weight, but taking inertia into account, meaning that the general activity trend is also considered to provide a better picture of activity when there are periods of low activity and thus, giving more realistic figures.
It includes newly-created orders during the selected period of time
It inlcudes new quotes created during the selected period of time.
It includes opportunities created during the selected period range.
On the other hand, you will also find the activity ranking. This includes data from all users: information about all activity taken and the score with regards to all interaction held.
You will be able to sort users by different factors and select the types of activity you wish to see.
By default, the ranking will be sorted by 'ForceActivity® Score' which is the score they have been given considering the ‘ForceActivity® Score index'
You will be able to see and order by number of: visits, non-geolocated activities, calls, sent and received emails to customers, orders made, offers made and open opportunities.
You can set the ranking as you please by filtering the columns you wish to see. Through the pull-down menu found at the top right of this widget (Add Columns), select and unselect those you don’t wish to see.
Moreover, you can also see the sales analysis details from a unique user by clicking on a user. A filter will be automatically be placed and you will see all graphs and widgets with this user's information.
Remember that ForceActivity® Score is calculated considering all the activity held by the user. Each activity will have a different weight depending on its importance to the company (For example, if your company values visits more than calls, each visit will provide a higher score).
With ForceActivity® Score, you will be able to see who works more and who does it less, since users are sorted according to their attained score, from 0 to 10 (with regards to performance).