Activities

The Activities Tab allows you to analyze each opportunity. Each opportunity foes through certain activities before it is closed. This tab allows you to monitor each activity and the stages associated with each opportunity.

You can generate the reports from this tab by applying the filters detailed in the following table:

Table 3-39 Options in Activities Tab

Filter level Filter Filter Type
Dashboard Time You can click the search icon to display the Choose Members dialog box. You can select the required dates from the Available pane to the Selected Pane.
Region Drop-down list
The report that is generated has different sections. These sections are detailed in the following table:

Table 3-40 Report Sections

Report Section Name Description
Activity Distribution This report displays the number of activities across various activity priorities distributed by the Product or Activity Type.
Opportunities with Activities This report lists the number of opportunities that have an outstanding activity. This report also records the average number of activities associated with each activity for the Selected Period.
Top 5 Opportunities by Number of Activities This report lists the top five opportunities that have the most outstanding activities. This report identifies opportunities with the most activity and ranks them accordingly. This report captures ranking through assigned opportunity number, customer or prospect name with a period-wise number of activities, number of open or outstanding activities, and activity completion percentage.
Bottom 5 Opportunities by Number of Activities This report lists the bottom five opportunities that have the most outstanding activities. This report identifies opportunities with the most activity and ranks them accordingly. This report captures ranking through assigned opportunity number, customer/prospect name with a period-wise number of activities, number of open/outstanding activities, and activity completion percentage.