Track your team's sales activities

The Team's activity report displays all the activities done in your noCRM account, including how many leads were created and which types of activities were logged.

Monitor your metrics and know which sales activities were completed during a specific period, such as how many calls were made, how many emails were sent or how many meetings were arranged.

How do you access the report?

Follow these steps:

1. Click the ... menu in the top bar.

2. Click Statistics.

3. Under Performance analysis, click Team's activity.

What does the report show?

You can also see how many leads were created, how many were won and the amount of money generated.

The report can be viewed by date or by user. You can group the activities by parent activity or by outcome for further insight: for example, to know how many calls were made, or how many calls were answered or unanswered.

Best practice: Compare the number of activities with the leads created and won to estimate how many activities your team needs to reach its sales goals.

How do you filter the report?

This report can be filtered by:

• Date.

• Team (administrators only).

• User (administrators only).

• Pipeline.

• Client folder (only for this report).

• Tag, including or excluding some tags.

Note: Teams are available exclusively in the Dream edition.