Ashley DeBon at 12:00, 31 July 2026

2026-07-31T12:00:13Z

Ashley DeBon at 11:59, 31 July 2026

2026-07-31T11:59:47Z

Ashley DeBon: /* Typical workflow */

2026-07-31T11:55:16Z

‎Typical workflow

Ashley DeBon: /* Durations */

2026-07-31T11:55:06Z

‎Durations

Ashley DeBon: /* Good to know */

2026-07-31T11:54:57Z

‎Good to know

Ashley DeBon: /* Why Rep Activities matters */

2026-07-31T11:54:45Z

‎Why Rep Activities matters

Ashley DeBon: Created page with "Path: Callproof Support - New Website - Rep Activities = Rep Activities = '''Screen purpose:''' See how much activity each sales rep logged in a date range — e..."

2026-07-31T11:54:18Z

Created page with "Path: Callproof Support - New Website - Rep Activities = Rep Activities = '''Screen purpose:''' See how much activity each sales rep logged in a date range — e..."

New page

Path: [[Callproof Support]] - [[New Website]] - [[Rep Activities]]

= Rep Activities =

'''Screen purpose:''' See how much activity each sales rep logged in a date range — emails, calls, tasks, appointments, and (when Twilio is on) recorded calls — with optional breakdown by account type.
[[File:RepActivities.png|350px|thumb|Rep Activities]]

* Compare reps side by side for a date range
* See counts and durations for key activity types
* Break activity down by Account Type under each rep
* View company totals on an '''All''' row
* Filter by start/end date and call type

'''Screen title:''' Rep Activities

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

== How this differs from related stats screens ==

{| class="wikitable"
! Screen
! Address
! What it is
|-
| '''Rep Activities''' (this page)
| <code>/stats/activities/</code>
| Activity counts/durations per rep (and by account type)
|-
| '''Daily Points''' (or similar)
| <code>/stats/points/daily/</code>
| Points / scoring over time
|-
| '''Daily Productivity'''
| <code>/stats/productivity/daily/</code>
| Day-by-day productivity stats
|}

== How to open Rep Activities ==

=== Option A — Direct address ===

# Sign in to CallProof.
# Go to your CallProof site and add <code>/stats/activities/</code>.
# Press '''Enter'''.

=== Option B — Menu (when available) ===

# Open '''Rep Activities''' / '''Stats''' / '''Activities''' from the CallProof menu if your company shows it.

== Permissions ==

* You must be '''signed in'''.
* The report covers reps in '''your company'''.
* Only reps with activity in the selected date range appear in the list.

== What you see (standard layout) ==

=== Header ===

* '''Rep Activities''' title
* '''Filter''' button (Rep Activities Filter)

=== Table columns ===

{| class="wikitable"
! Column
! What it shows
|-
| (photo)
| Rep profile image
|-
| '''Sales Rep'''
| Rep name
|-
| '''Account Type'''
| Blank on the rep’s total row; account type name on breakdown rows
|-
| '''Emails'''
| Email count in the date range
|-
| '''Calls'''
| Call count
|-
| '''Duration''' (after Calls)
| Total call time
|-
| '''Tasks'''
| Task / follow-up count
|-
| '''Duration''' (after Tasks)
| Task-related duration
|-
| '''Appts'''
| Appointment count
|-
| '''Duration''' (after Appts)
| Appointment duration
|-
| '''RecCalls'''
| Recorded-call count (shown when Twilio is enabled for your company)
|-
| '''Duration''' (after RecCalls)
| Recorded-call duration (Twilio companies)
|}

=== How rows are organized ===

For each rep who had activity in the range:

# A '''summary row''' (photo + name) with totals across all account types.
# Extra rows for each '''Account Type''' where that rep had emails, calls, recorded calls, appointments, or tasks.
# Column headers may repeat every few reps to keep the wide table readable while scrolling.

At the bottom (when there is data):

* An '''All''' row with company totals for the same columns (and account-type breakdowns in the totals section).

Empty state: '''No rep activities found'''

=== Default date range ===

If you have not set dates yet, CallProof typically uses:

* '''Start:''' yesterday
* '''End:''' today

== Why Rep Activities matters ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Filter by dates'''
| Focus on a week, month, or campaign period.
| Weekly reviews, coaching, contests.
|-
| '''Compare Calls / Tasks / Appts'''
| See who is dialing vs following up vs meeting.
| Pipeline health checks.
|-
| '''Account Type rows'''
| See which account types drive each rep’s work.
| Territory or segment analysis.
|-
| '''All row'''
| Company-wide totals for the same period.
| Leadership summaries.
|}

----

= Filter Rep Activities =

[[File:RepActivitiesFilter.png|350px|thumb|right|Rep Activities Filter]]

'''Filter panel title:''' Rep Activities Filter

=== Steps ===

# Click the '''Filter''' button.
# Set:

{| class="wikitable"
! Field
! Notes
|-
| '''Start Date'''
| Beginning of the range
|-
| '''End Date'''
| End of the range
|-
| '''Call Type'''
| '''Both''' · '''Incoming''' · '''Outgoing'''
|}

# Click Search / Apply on the filter panel.
# The page reloads with updated results.
# Click '''Clear''' to reset the filter form and refresh.

=== Good to know ===

* After you apply filters, CallProof saves them for this report and reloads <code>/stats/activities/</code>.
* Call Type is most relevant for recorded-call focused views; use '''Both''' unless you need incoming- or outgoing-only.

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

----

= Read a rep’s activity =

[[File:RepActivitiesRows.png|350px|thumb|right|Rep summary and account-type rows]]

=== Steps ===

# Find the rep’s photo and name.
# Read the first data row as their '''overall''' totals for Emails, Calls (+ duration), Tasks (+ duration), Appts (+ duration), and RecCalls (+ duration) when shown.
# Read the following rows for that rep to see the same metrics split by '''Account Type'''.
# Scroll horizontally if needed — this is a wide stats table.
# Check the '''All''' row at the bottom for company totals.

=== Durations ===

* Duration columns show total time in a readable time format (not just a raw count).
* Compare count vs duration (for example many short calls vs fewer long calls).

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

----

= Typical workflow =

# Open <code>/stats/activities/</code>.
# Filter to last week (or your review period).
# Leave Call Type as '''Both''' unless you need a direction filter.
# Scan each rep’s summary row, then account-type breakdowns.
# Use the '''All''' row for the team total.
# Follow up in Call History, Tasks, or Appointments for details behind the numbers.

----

= Tips and important notes =

* On-screen title is '''Rep Activities'''; the browser tab may say '''Stats Dash'''.
* Only reps with activity in the selected dates appear — quiet reps are omitted.
* Account Type breakdown rows appear only for types that had activity for that rep.
* '''RecCalls''' / recorded-call duration appear when your company uses Twilio.
* Some companies may see a simplified table focused on recorded calls (Sales Rep · RecCalls · Duration) instead of the full activity grid.
* Header rows can repeat periodically to help you stay oriented while scrolling a long list.
* This screen is a summary; it does not open individual call/email/task records by itself.

== Need help? ==

* No rep activities found: widen the date range or confirm activity was logged in CallProof
* Missing RecCalls columns: your company may not have Twilio recorded-call stats enabled
* Numbers look wrong: confirm Start/End dates and Call Type, then Clear and re-apply
* Need day-by-day detail: try Daily Productivity (<code>/stats/productivity/daily/</code>)
* Need points/scoring: try Daily Points (<code>/stats/points/daily/</code>)
* Other issues: email [mailto:support@callproof.com support@callproof.com]

← Older revision		Revision as of 12:00, 31 July 2026
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	= Rep Activities =		= Rep Activities =

← Older revision		Revision as of 11:59, 31 July 2026
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−	Path: [[Callproof Support]] - [[New Website]] - [[Rep Activities]]	+	Path: [[Callproof Support]] - [[New Website]] - [[Report_Menu]] - [[Rep Activities]]

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 # Use the '''All''' row for the team total.
 # Follow up in Call History, Tasks, or Appointments for details behind the numbers.
 = Tips and important notes =

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 | Leadership summaries.
 |}
 = Filter Rep Activities =