| New Activities |
Shows the number of activities created in the last 7
days, and provides a breakdown by different parameters such as creation
date, activity type, and owner. |
CX - Activity |
| Number of Activities |
Shows the number of activities performed by sales
resources based on activity date, activity status, and activity
type. |
CX - Activity |
| Activity Duration for Completed Activities |
Shows how long it takes for a sales resource to complete
an activity and provides a breakdown based on activity type. Summaries
are included to show the metric based on activity owner, number of
activities completed, activity type, date, and status. |
CX - Activity |
| Team Member Activities Rate |
Provides useful insights into the average number of
activities being performed by a team member, and includes a breakdown
based on different activity types. |
CX - Activity |
| Lead Activities Rate |
Shows the number of activities performed on leads, and
provides a breakdown based on leads status and activity date. |
CX - Lead Activity |
| Opportunities Activities Rate |
Shows the number of activities performed on opportunities
and provides a breakdown by opportunity outcome and status. |
CX - Opportunity Activity |
| Activity Rate - Won Opportunities |
Provides insights on the number of activities performed
on opportunities that go on to win. This information helps businesses
users understand the average number of activities needed to win an
opportunity. |
CX - Opportunity Activity |
| Task Rate - Won Opportunities |
Provides insights on the number of tasks performed on
opportunities that go on to win. This information helps businesses users
understand how many tasks and which types of tasks contribute to an
opportunity win. |
CX - Opportunity Activity |