Track Sales Rep Activity

This article applies to:

You can monitor day to day sales team activity through the Call History Summary or Call Log reports (CRM > Reports > Sales.)

Call History Summary

The call history summary report  lists the number of phone call tasks that an individual sales rep or a  sales team has completed within a specific period of time. You can use  it to gauge sales team activity and / or evaluate sales rep call volume  against a daily / weekly / monthly call metric. You can filter this  report by sales rep name, completion date range, sales team, and more.  Add the due date and completion date columns to the report to evaluate  timeliness in addition to call volume. Note: If you use this report,  your reps should schedule calls by creating tasks, in addition to using  the next action date in the opportunity record.


Call Log Report

The call log report produces a detailed  list of tasks that an individual sales rep or a sales team has completed  within a specific period of time. This report includes all of the task  types (i.e. call, email, appointment, etc.) and displays links to task  records so you can view the custom notes the sales rep entered when  completing the task. You can filter this search by action description,  task type, completion date range, user and sales team.

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