Sales Activity Report

The Sales Activity Report provides visibility into outreach and engagement efforts across your sales team. It captures activities like calls, texts, emails, and task completions—both manual and automated. This report is essential for sales leadership to monitor communication trends, team performance, and automation volume over time.

Use This Report to Answer Questions Like:

Who on the sales team is most active with client communications?
How many touchpoints (calls, texts, emails) were made in the last 30 days?
Are automated systems doing the bulk of outreach, or is the team manually engaged?
What kind of follow-up messages are being sent to leads?

Report Inputs (Filters at the Top)

You can refine your view using the filters at the top of the report:

Input	Description
Event Date Range	Selects the reporting window (e.g., Last 30 days or a specific custom range like 7/02/2025–7/31/2025).
Branch	Filters sales activity by branch.
Project Types	Filters based on project classification (e.g., Local Move, Storage).
Salesperson	Filters data to show only a specific team member’s activity.
Project Visibility	Filters by project visibility status (e.g., Active Projects only).

How Filters Affect the Data

Changing date range, salesperson, or branch immediately updates the charts and logs.
Automated vs. manual activity is displayed in separate charts for clarity.
Only active projects are included by default unless toggled through visibility settings.

Report Sections

1 - Communications Breakdown

This bar chart visualizes daily manual activity by category, across all salespeople. Each bar shows activity volume by type on a given day. This helps spot peak contact days and areas of low or high outreach.

Categories Tracked
📧 Emails Sent
📞 Inbound & Outbound Calls
💬 SMS Sent
📝 Comments Added
✅ Tasks Completed

2 - Automated Communications Breakdown

This chart mirrors the communications breakdown, but only for automated system-driven activity—such as auto-emails, drip campaigns, or SMS from bots.

Categories Tracked
📧 Emails Sent
📞 Inbound & Outbound Calls
💬 SMS Sent
📝 Comments Added
✅ Tasks Completed

3 - Communications by Salesperson

A table summarizing each salesperson's activity totals. Can be expanded to see activity by days.

Column	Description
Salesperson	The name of the employee.
Inbound/Outbound Calls	Total manual calls logged.
Emails Sent / SMS Sent	Number of messages sent by each salesperson.
Comments Added	Notes/comments added in the system.
Tasks Completed	Total CRM tasks completed.

4 - Calls by Salesperson

Visual call activity tracker. In this report, no inbound or outbound calls were logged, so this chart shows “No Data” for the selected date range.

Column	Description
Sent At / Salesperson / Client / Project	Timestamp and associated record info.
Call	The logs of the phone call.

5 - SMS Sent (Detailed Log)

This section lists every SMS message sent during the date range.

Column	Description
Sent At / Salesperson / Client / Project	Timestamp and associated record info.
Text Message	Full content of the SMS.

6 - Emails Sent (Detailed Log)

A detailed list of all emails sent, including message content.

Column	Description
Sent At / Salesperson / Client / Project	Timestamp and project details.
Subject / Email	Email subject line and full message body.

Export Options

Download Available for both the activity summary tables and the detailed logs (SMS and email), for reporting, coaching, or compliance purposes.

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