Sales Activity by Customer Summary Report
The Sales Activity by Customer Summary report lists the number of sales activities involving each customer for the time period you select. Activities include events, tasks, phone calls, messages, campaigns, cases, and notes.
To view the Sales Activity by Customer Summary report:
Go to Reports > Pipeline Analysis > Sales Activity by Customer.
A message appears indicating that your report is loading. The status bar in the footer of the report indicates the progress as your report loads. You can click Cancel Report next to the status bar to stop the report from loading.
This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.