The Team Activity report helps you understand where your team is spending their time.
It is important to note that all of the data displayed in this report is determined by the reporting period.
This article covers the following sections:
- At A Glance
- Account Details
- Account Segmentation
- Task Types
At A Glance
This panel shows you your number of Total Engagements, Total Accounts Engaged, Total New Tasks, and Total Completed Tasks.
The Engagement and Completed Tasks Leaderboards help you track how many engagements your team members have recorded and how many tasks they've completed, respectively.
This table outlines all of your accounts' details categorized by Engagements, New Tasks, and Completed Tasks. The two columns beside the account's name display the amount of the activity type and its completion rate.
This panel displays your engagements, new tasks, and completed tasks as charts.
They are categorized by Health, Priority, Region, Risk, Stage, Status, Tier and Type. Clicking on the category you want to view will adjust the charts accordingly.
This panel is split up into two parts that are New Task Types and Completed Task Types. The legends are on the left-hand side of the charts.
This panel displays your Engagements topics and the amount that are made according to the reporting period.
Note that the graph's title is 'Engagements By Day' because the reporting period is often set as the last 7 days.