CRM / What Is Sales Activity Report?

Updated on 08 May, 2024

The Sales Activity Report tracks phone calls, appointments, emails, and other activities that sales representatives have done within a period of time.Here's our two presenting formats-
1. Graphical Presentation:
This portion of the report provides count of Activity, Note, Call, SMS, Email, Meeting, Proposal and Task for sales each representative.

2. Tabular Presentation:
This section displays statistics in a tabular format with a graphical perspective, such as Sales Representative Name, Activity Date, Month, Activity, Note, Call, SMS, Email, Meeting, Proposal and Task.
If necessary, each presentation can be exported in various formats including .csv, .xlsx, .json, and .png by utilizing the Download full results button. This functionality enables users to access and utilize the data in their preferred format for further analysis or documentation purposes.

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