Activity - Revision history

Ashley DeBon at 08:59, 23 July 2026

2026-07-23T08:59:21Z

Ashley DeBon at 08:58, 23 July 2026

2026-07-23T08:58:26Z

Ashley DeBon: /* View Daily Productivity Stats */

2026-07-23T08:57:00Z

‎View Daily Productivity Stats

Ashley DeBon: /* Daily Productivity Stats */

2026-07-23T08:56:23Z

‎Daily Productivity Stats

Ashley DeBon: /* Series shown on the chart */

2026-07-23T08:55:58Z

‎Series shown on the chart

Ashley DeBon: /* Series shown on the chart */

2026-07-23T08:55:49Z

‎Series shown on the chart

Ashley DeBon at 08:54, 23 July 2026

2026-07-23T08:54:42Z

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Daily Productivity Stats = Daily Productivity Stats = '''Screen title:''' Daily Productivity Stats '''Browser title:'''..."

2026-07-23T08:53:35Z

Created page with "Path: Callproof Support - New Website - Daily Productivity Stats = Daily Productivity Stats = '''Screen title:''' Daily Productivity Stats '''Browser title:'''..."

New page

Path: [[Callproof Support]] - [[New Website]] - [[Daily Productivity Stats]]

= Daily Productivity Stats =

'''Screen title:''' Daily Productivity Stats
'''Browser title:''' Productivity Stats
'''Address:''' <code>/stats/productivity/daily/</code>

Use this screen to view a '''daily chart''' of team (or one rep’s) productivity counts over a date range.
The chart stacks or overlays key activity types day by day so you can spot busy days, quiet days, and trends.

[[File:DailyProductivityStats.png|300px|thumb|Daily Productivity Stats]]

'''Navigation:''' '''Report Icon Hover''' →'''Productivity'''

From this screen you can:

* View daily productivity as an area chart
* Filter by rep and date range
* Zoom the chart along the date axis
* Toggle series in the legend on or off

<div style="clear:both;"></div>

== How to open Daily Productivity Stats ==

=== Option A — From the main menu ===

# Sign in to CallProof.
# In the left sidebar, open '''Stats''' / '''Reports''' (label may vary by company setup).
# Choose '''Daily Productivity Stats''' or '''Productivity'''.

=== Option B — Open Daily Productivity Stats directly ===

# Open your web browser.
# Go to your CallProof website and add <code>/stats/productivity/daily/</code> at the end of the address (for example: <code>https://appv2.callproof.com/stats/productivity/daily/</code>).
# Press '''Enter'''.
# The Daily Productivity Stats chart appears.

=== Option C — From related Stats pages ===

# Open another Stats page such as '''Daily Points''' (<code>/stats/points/daily/</code>) or '''Rep Activities''' (<code>/stats/activities/</code>).
# Navigate to '''Daily Productivity Stats''' from your menu when available.

== Permissions ==

* You must be '''signed in'''.
* You see productivity for users in your company (or the selected rep).
* Company menu permissions control whether this screen appears in your sidebar.
* This screen is for '''viewing and filtering''' only — there is no Add / Edit / Delete productivity record here.
* Counts come from activity already logged in CallProof (appointments, emails, calls).

== What you see on the screen ==

=== Header ===

* Title: '''Daily Productivity Stats'''
* '''Filter''' button

=== Chart ===

* An '''area chart''' of daily counts
* '''X-axis''' — each day in the selected date range
* '''Y-axis''' — count of activities
* '''Legend''' titled '''Daily Productivity Stats''' (left side) — click a series name to show/hide it
* Hover a point for the day value
* Zoom on the date (X) axis when supported by the chart controls

=== Series shown on the chart ===

| Series name | What it counts (per day) |
|---|---|
| '''Appointments''' | Appointments started that day |
| '''Emails''' | Emails sent that day |
| '''Incoming Recorded Calls''' | Incoming recorded (Twilio) calls linked to a contact |
| '''Outgoing Recorded Calls''' | Outgoing recorded calls (user/contact or browser call types) linked to a contact |
| '''Incoming Mobile Calls''' | Incoming mobile calls with a contact phone |
| '''Outgoing Mobile Calls''' | Outgoing mobile calls with a contact phone |

== Field guide (Daily Productivity Filter) ==

Click the '''Filter''' button to open '''Daily Productivity Filter'''.

=== Rep ===

* Optional.
* Choose one sales rep to see only that person’s productivity.
* Leave blank to include company users in the default team view.

=== Start Date ===

* Start of the chart date range.
* Default (when empty): about '''7 days ago'''.

=== End Date ===

* End of the chart date range.
* Default (when empty): '''today'''.

=== Filter buttons ===

* '''Apply Filters''' — saves the filter and reloads the chart
* '''Clear Filters''' — clears the form fields and applies again

== Why this screen matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''View chart'''
| See how appointments, emails, and calls trend day by day.
| Daily/weekly coaching, capacity checks, or spotting drop-offs.
|-
| '''Filter by Rep'''
| Focus the chart on one person.
| 1:1 reviews or comparing a rep’s week.
|-
| '''Filter by dates'''
| Change the window (week, month, custom range).
| Month-end review or a specific campaign period.
|-
| '''Toggle legend series'''
| Hide noisy series so you can focus (for example only Appointments).
| When one activity type dominates the chart.
|-
| '''Zoom'''
| Zoom into part of the date range on the chart.
| Inspect a busy stretch of days.
|}

'''Note:''' You do not create productivity rows on this page. Log appointments, emails, and calls elsewhere; this screen only reports them.

== View Daily Productivity Stats ==
[[File:ProductivityChart.png|250px|thumb|right|Productivity chart]]

# Open '''Daily Productivity Stats''' (<code>/stats/productivity/daily/</code>).
# Review the area chart for the default date range (often last 7 days through today).
# Use the legend to turn series on or off.
# Hover points to see exact daily counts.
# Zoom the chart if you need a closer look at part of the range.
<div style="clear:both;"></div>

== Filter the chart ==
[[File:ProductivityFilter.png|250px|thumb|right|Daily Productivity Filter]]

# Click the '''Filter''' button.
# (Optional) Select a '''Rep'''.
# Set '''Start Date''' and '''End Date'''.
# Click '''Apply Filters'''.
# The page reloads with an updated chart.
# To reset, click '''Clear Filters''', then apply again (defaults return when session dates are cleared and reloaded).
<div style="clear:both;"></div>

== Related Stats screens ==

* '''Daily Points''' — <code>/stats/points/daily/</code>
* '''Rep Activities''' — <code>/stats/activities/</code>
* '''Events''' feed — <code>/dash/events/</code> (detailed activity list, not this chart)

== Tips and important notes ==

* Default range is roughly the '''past week''' through '''today''' if you have not set dates yet.
* Choosing a '''Rep''' limits all series to that user; leaving Rep blank shows the broader company user set used by this report.
* Recorded calls and mobile calls are counted separately — both can appear on the same day.
* Emails count by '''sent date'''; appointments and calls count by their '''start''' time in each day window.
* Large date ranges take longer to load.
* Filter settings stay in your session until you change or clear them.
* Use the legend to compare one activity type without redrawing filters.
* Chart export/print options may appear from the Highcharts menu when available in your browser.

== Need help? ==

* Chart empty / all zeros: widen dates, clear the Rep filter, or confirm appointments/emails/calls were logged
* Wrong person: set or clear '''Rep''' in the filter and Apply
* Dates look wrong: re-enter Start/End and Apply, or Clear Filters
* Page slow: shorten the date range
* Other issues: email [mailto:support@callproof.com support@callproof.com]

← Older revision		Revision as of 08:59, 23 July 2026
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−	Path: [[Callproof Support]] - [[New Website]] - [[Activity]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Report_Menu]] - [[Activity]]

	= Daily Productivity Stats =		= Daily Productivity Stats =

@@ Line 10: / Line 10: @@
 The chart stacks or overlays key activity types day by day so you can spot busy days, quiet days, and trends.
-[[File:DailyProductivityStats.png|300px|thumb|Daily Productivity Stats]]
+[[File:DailyProductivityStats.png|350px|thumb|Daily Productivity Stats]]
 '''Navigation:''' '''Report Icon Hover''' &rarr;'''Productivity'''

← Older revision		Revision as of 08:54, 23 July 2026
Line 1:		Line 1:
−	Path: [[Callproof Support]] - [[New Website]] - [[~~Daily Productivity Stats~~]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Activity]]

	= Daily Productivity Stats =		= Daily Productivity Stats =

@@ Line 133: / Line 133: @@
 == Filter the chart ==
-[[File:ProductivityFilter.png|250px|thumb|right|Daily Productivity Filter]]
+[[File:ProductivityFilter.png|350px|thumb|right|Daily Productivity Filter]]
 # Click the '''Filter''' button.

@@ Line 123: / Line 123: @@
 == View Daily Productivity Stats ==
-[[File:ProductivityChart.png|250px|thumb|right|Productivity chart]]
+[[File:DailyProductivityStats.png|350px|thumb|Productivity chart]]
 # Open '''Daily Productivity Stats''' (<code>/stats/productivity/daily/</code>).

@@ Line 66: / Line 66: @@
 * Hover a point for the day value
 * Zoom on the date (X) axis when supported by the chart controls
 == Field guide (Daily Productivity Filter) ==

@@ Line 72: / Line 72: @@
 |---|---|
 | '''Appointments''' | Appointments started that day |
 | '''Emails''' | Emails sent that day |
 | '''Incoming Recorded Calls''' | Incoming recorded (Twilio) calls linked to a contact |
 | '''Outgoing Recorded Calls''' | Outgoing recorded calls (user/contact or browser call types) linked to a contact |