Reports

How to analyze activity by period and productivity

Compare recorded activity and business results by team, owner, and period to spot trends and decide what to review.

Connect UTM sources and campaigns with sales outcomes, and compare how long prospects take to purchase.

Identify your highest-contributing customers and review how their purchases change over time to decide where to follow up.

Compare the team’s sales activity, visits recorded at a branch, and the reasons prospects are discarded.

Compare active, won, and lost opportunities by period, owner, and group.

Combine product-level analysis with new and repeat sales to understand revenue mix and customer continuity.

Set goals by metric and period, assign owners, and combine weighted targets in scorecards to review team progress.

Choose the report that answers your question, narrow results by period and team, and export the data in the format you need.