If you’re a manager and would like to monitor and review activity with your sales team there are two different reports you can pull. One report is the Activity Report, which is a list of all activities and details logged to the CRM by a sales rep, and the second is the Lead Report, which you can use to view and track the sales funnel by rep.
The Activity Report is available in the dropdown under “Your Workspace” in the navigation bar. There are a few different filters on this report to help pull exactly the data you’d like to see. Those filters appear above the first listed item and just below the text “Activity Report.”
The Activity Report can also be printed for a hard copy, using the “Print” icon on the far right side of the page. If you’re a manager preparing for a meeting, you should print out this report for review.
The Lead Report is available in the dropdown under “Leads” in the navigation bar. The Lead report lists contacts within the sales funnel, and there are a few different filters to help pull exactly the data you’d like to see, located just above the first record.
Please note: the term “Lead” is customizable. Lead is the name of a specific pipeline, and your account may show other options in the navigation bar, including “Pipelines.”
Now that you have all of the data you need you can print off the report to use during a meeting, or export it to Excel to perform calculations using the links on the right side of the page. These reports allow you to view data for each different user on your account. The Activity Report can be used during meetings to make sure each employee is using the CRM, and to see what they’re working on. The Lead Report is helpful to see what each sales rep has in the sales funnel and determine what is going right or wrong in each sale.
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