Reporting Guide Team Activity
Two data sources show what your team does: Team activity counts the work done on leads, and Team usage counts how people use Open Leads itself.
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Part of the Reporting guide.
Two data sources show what your team does: Team activity counts the work done on leads, and Team usage counts how people use Open Leads itself.
The Team activity scorecard. Names here are samples.
Team activity
Every email, call, text, visit, note and status change logged on a lead is one piece of activity. It is counted against the person who did it and the date it happened.
| Activity | What is counted |
|---|---|
| Emails sent | Outgoing emails to the lead that were sent. |
| Emails received | Emails from the lead that were logged on it. |
| Calls, Texts, Visits | Calls, texts and visits logged on the lead. |
| Notes | Notes added to the lead. |
| Status changes | Every change of the lead’s status, by a person or automatically. |
- All activity adds them all. Outreach adds only emails sent, calls, texts and visits: the activity that actually reaches a lead.
- Leads worked counts different leads per kind of activity, so a lead that was both called and emailed counts twice.
- Activity done automatically shows under (System).
- Break down by User for a scorecard, Day or Week for a trend, Activity type for the mix, or Direction for outbound versus inbound. You can also break down by the lead’s source, form, status or outcome.
- If you can only see your own leads, you only see activity on your leads.
A fair scorecard
- Compare like with like: use Outreach rather than All activity if some people add lots of notes.
- Turn on Previous period to see who is improving, not just who is busiest.
- Look at activity next to results: Win rate by salesperson and Speed to lead by salesperson show whether the activity is turning into business.
- Activity only counts what is logged. Calls made from a personal phone and never logged will not show.
Team usage
Team usage counts sign-ins and page views in Open Leads. Use it to see who is using the system and which parts matter to your team.
| Number | Means |
|---|---|
| Page views | Pages opened. |
| Sign-ins | Times people signed in to the account. |
| Account switches | Times people switched into the account from another. |
| Active days | Days a person opened at least one page. |
| Active users | Different people who opened at least one page. |
- Break down by User, a date, Section of Open Leads (leads, tasks, settings and so on) or Device (desktop, mobile or tablet).
- Pages opened by Open Leads support while signed in as one of your users are not counted.
- People who can only see their own leads see only their own usage.