Activity Report

Activity Report

Learning Objectives

In this lesson, you will learn how to...
1. How to run an activity report.
2. How to edit an activity report, as well as graphs and charts surrounding it.

Report Overview

The Activity Report shows the total number of activities each member of your sales team has completed, or plans to complete, during a specified date range. 


Report Uses 

The sales team can use this report… 
  • Sales managers can use this information to get a good overview of their activities and to see if they are meeting their activity goals.
  • Directors can evaluate their team performance against their activity goals.
  • Management can report completed activities in the month, quarter, etc.

How to Run the Report

IdeaFor specific instructions, please refer to Thynk University! 👩🏻‍🎓


Best Practices for Tracking Your Activities

  • It’s very important that you use the ‘Subject’ field on all tasks and activities consistently.  For example, you should type in ‘Prospecting’ into the Subject for all prospecting calls, so you can then pull the number of total prospecting calls you have to do and have completed.  
  • Similarly, to see calls by other activity types, such as ‘chase contract signature, deposits, etc., again, you have to be using the subject field to denote it in the first place. 
  • You can make any edits you like to your own report, just make sure to use the ‘Save As’, just in case you wish to revert back to the standard report. 
  • If you don’t see the report here, please check with your Thynk admin.

Resources

  1. Activity Report - Knowledge Base article

  2. How to view your log of calls and future task - Knowledge Base article

  3. How to track sales activities - Knowledge Base article 





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