Activity Management

Business Metric Name Business Metric Description Related Subject Areas
Number of Activities Shows the number of activities. CX - Activity
New Activities  Shows activities created in the last seven days. CX - Activity
Activity Rate - Won Opportunities Shows the average number of activities for won opportunities. CX - Opportunity Activity
Task Rate - Won Opportunities Shows the average number of tasks created for won opportunities. CX - Opportunity Activity
Appointment Rate - Won Opportunities Shows the average number of appointments created for won opportunities. CX - Opportunity Activity
Meeting Rate for Won Opportunities Shows the average number of meetings for won opportunities CX - Opportunity Activity
Demo Rate Won Opportunities Shows the average number of demos for won opportunities. CX - Opportunity Activity
Average Number of Activities Per Team Member For Won Opportunities Shows the average number of activities per team member for won opportunities. CX - Opportunity Activity
Average Number of Activities Per Team Member For Lost Opportunities Shows the average number of activities per team member for lost opportunities. CX - Opportunity Activity
Activity Rate for Open Opportunities Shows the average number of activities for currently open opportunities. CX - Opportunity Activity
Number of Customer-facing Tasks for Won Opportunities Shows the number of tasks by type (call, chat, demo, meeting, or email) for won opportunities. CX - Opportunity Activity
Number of Customer facing tasks for Lost Opportunities Shows the number of tasks by type (call, chat, demo, meeting, or email) for lost opportunities. CX - Opportunity Activity
Activity Duration For Completed Activities Shows the average activity duration for completed activities. CX - Activity
Opportunity Activities Rate Shows the average number of complete activities per opportunity. CX - Opportunity Activity
Lead Activities Rate Shows the average number of completed activities per lead. CX - Lead Activity
Team Member Activity Rate Shows the average number of activities per team member. CX - Activity