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Activity: Activity Goals

The activity of your sales team plays a huge role in achieving sales goals. Real-time activity metrics will not only show you the comparison against set goals, but also performance indicators for your team members. This Insights section will make it easier to assess if the sales representative is making reasonable efforts, whether the salesman is working purposefully, what is the overall motivation level and eventually who is the most diligent in your sales team. 

  

Pro tip: To get the most value of the report - set the goals first! For more inspiration download the guide on setting goals located at the end of this article.

 

Activity Goals

The summary identifies how many new companies and contacts are created, as well as how many and what kind of tasks are completed. By clicking on any number indicating activities completed or contacts created, a pop-up window will present you the detailed summary of those activities.

Activity-gaols-overview-report-chart-Insights-Teamgate-CRM.gif

 

1.1. What information is displayed in the report?

Activities that are displayed in the report include:

  • activities that are related to a lead, people, company or deal;
  • activities that are marked as completed;
  • completion date is within the selected time frame.

Activity-goals-report-insights-Teamgate-CRM.png

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Title

Description

1

Activities selection

Allows selecting activities to display in the report. 

2

Export

 Allows to export data to a .xlsx file.

Note: system will export data in accordance with a filters applied.

 

3

Full Screen 

 Enables Full Screen

4

Time frame selection

Lets you choose the desired time frame.

Available time frames: 

  • This week
  • Last week
  • This month
  • Last month
  • This quarter
  • Last quarter
  • Custom range.

5

Average percentage of all completed activities  

Average percentage of all completed activities against set goals.

Note: 0% are included into calculations if goals are set for the particular activity.

6

Link to goal settings

 The link redirects to calls goals settings.

7

Legend

 Explanation of activity types used in the report. 

8

Filter by user

Report breakdown by user.

Note: Certain users might not be available for selection due to visibility restrictions set in Roles and Permissions. For more information please visit: Roles & Permissions support page

9

User list

The report displays users if one of the following conditions are met:

  • the user completed at least one activity;
  • the user created at least one company or contact;
  • goals set for the user;
  • the user is selected in the filter.

10

Calls

Percentage of all completed calls against set goals.

The report displays calls if one of the following conditions are met:

  • the user is the owner of the completed call;
  • calls are related to a lead, people, company or deal;
  • completion date is within the selected time frame;
  • call is logged as completed.

Note: if the call goals are not set, but at least one call is logged as completed - the system will display the completion percentage as 100%.

11

Successful calls

Percentage of all successfully completed calls against set goals.

The report displays successful calls if one of the following conditions are met:

  • the user is the owner of a successful call;
  • successfully completed calls are related to a lead, people, company or deal;
  • completion date is within the selected time frame;
  • call is logged as a successfully completed.

Note: if the successful call goals are not set, but at least one call is logged as successfully completed - the system will display the completion percentage as 100%.

12

Sent emails

Percentage of all emails sent against set goals.

The report displays emails if one of the following conditions are met:

  • the user is the sender of the email;
  • the email is related to a lead, people, company or deal;
  • the type of the email is "outgoing". Incoming emails are not displayed in the report;
  • the date when the email was sent is within the selected time frame.

Note: if the sent emails goals are not set, but at least one email is sent - the system will display the completion percentage as 100%. 

13

Planned meetings

Percentage of all planned meetings against set goals.

The report displays planned meetings if one of the following conditions are met:

  • the user is the author of the planned meeting. (the user doesn't have to be an attendee of the meeting);
  • the planned meeting is related to a lead, people, company or deal;
  • the creation date of the planned meeting is within the selected time frame.

Note: if the planned meetings goals are not set, but at least one meeting is planned - the system will display the completion percentage as 100%.

14

Completed meetings

Percentage of all completed meetings against set goals.

The report displays completed meetings if one of the following conditions are met:

  • the user is the participant of the planned meeting;
  • the completed meeting is related to a lead, people, company or deal;
  • the end date of the meeting is within the selected time frame;
  • the meeting is already completed. 

Note: if the completed meetings goals are not set, but at least one meeting is completed - the system will display the completion percentage as 100%.

15

New companies

Percentage of companies created by the user divided by all companies created. 

The report displays companies created if one of the following conditions are met:

  • the creation date is within the selected time frame;
  • the user is the author of the company (doesn't has to be the owner of the company).

16

New contacts

Percentage of contacts created by the user divided by all contacts created. 

The report displays contacts created if one of the following conditions are met:

  • the creation date is within the selected time frame;
  • the user is the author of the contact (doesn't has to be the owner of the company).

17

Tasks

 Percentage of all completed tasks against set goals.

The report displays tasks if one of the following conditions are met:

  • the user is the owner of the task;
  • the task is related to a lead, people, company or deal;
  • completion date is within the selected time frame;
  • task is marked as completed.

Note: if the tasks goals are not set, but at least one call is logged as completed - the system will display the completion percentage as 100%.

18

Custom activities

 The report displays all custom activities in a separate columns.

Percentage of custom activities completed against set goals.

The report displays tasks if one of the following conditions are met:

  • the user is the owner of the task;
  • the activity is related to a lead, people, company or deal;
  • completion date is within the selected time frame;
  • task is marked as completed.

Note: if the tasks goals are not set, but at least one call is logged as completed - the system will display the completion percentage as 100%.

 

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