The first in a series of new reports and charts we’re developing is now ready for your review.
The first of those is a new manager-only report named Team Member Activity. The goal of this report is to give you insight into the same kind of information that each of your team members view on their own Start Pages – including New, Won and Lost Opportunities, Current and Overdue Tasks and Current Appointments – filtered by date range. By default, when you run the report it will show you all the information created or due for the current week. Sorry, if you’re not an Admin or Manager on your team, you won’t have access to this report.
In addition to the new report is a new charting series which enables you to graphically display your sales, grouped by your custom fields. So, for example – if you have a custom field for Industry, you can see all your Leads, Opportunities and Accounts per industry in a nice bar chart. The charts can be interacted with as well as exported as a downloadable image.
Just like the reports, you can access the new charts from the Reports tab.