Tudásbázis

Activities are an essential part of sales since they represent every action your team takes toward closing out a deal.

With activities performance reports from Insights, you can follow the progress of your activities and know if you’re on track with your everyday tasks.

Creating your activities performance report

To create an activity performance report, go to Insights and click “+” > Report > Activity > Activities performance.

Viewing your activities performance report

There are three sections in your performance report that can be used to view your data.

Filter view

The default filter for your activities performance report is Add time > is > this month, but filters can be added or edited.

For example, here the filter has been changed to show all activities added this year.

Visual builder

Here you can see your data visualized through charts.

Hover your cursor over any column in your chart to see an overview of the data contained there.

Table view

At the bottom of the page is the table view, where you can see your data in a spreadsheet format, or click ”Summary“ for a general overview of the data in your report.

Customizing your activities performance report

Each section of your activities performance report can be customized to show the exact data you’re looking for.

Filter view

You can add filters to your report by clicking the green ”+,“ or remove a filter by hovering your cursor over it and clicking the trash can icon.

Visual builder

You can use the view by, measure by and segment by fields to change the way your data is visualized.

You can also change the number of visible columns, as well as their colors, by clicking the ”...” in the top right corner.

Table view

You can click the gear icon in the top right corner of your table view to change the visible columns there.

Supported activity fields

Here are the supported activity fields for activities performance reports.