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| − | == [[Activity]] ==
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| − | Activity. Page title: Daily Productivity Stats. Shows daily productivity charts over a date range, typically appointment and related activity counts by day, optionally for a selected rep. Login required. Example: Compare a rep’s appointment volume day by day over a week. Key filters: rep, start date, end date. Important: Do not confuse with What Happened Yesterday at /stats/activities/, which is a different Rep Activities view.
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| − | More Info: [[Activity]]
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| − | [[File:DailyProductivityStats.png|350px|thumb|Daily Productivity Stats]]
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| − | == [[Appointments (New Web)]] ==
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| − | Appointments & Visits. Page title: Appointments. Operational list of calendar appointments and visits. Columns commonly include rep, date, event form, follow-up, type, notes, and account. Supports export and scheduled exports. Login required. User and type filters are mainly for managers and market managers. Example: Plan today’s visits and export a weekly appointment CSV. Key filters: start/end date, sort, users, inactive users, appointment type. Related: links with Task & Follow-Ups; scheduled exports land in My Exports; Custom Reports can include past appointments or next-week schedule options.
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| − | More Info: [[Appointments (New Web)]]
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| − | [[File:Appointments.png|350px|thumb|Appointments]]
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| − | == [[Tasks (New Web)]] ==
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| − | Task & Follow-Ups. Page title: Tasks. Task and follow-up list with types, priorities, and stages. Users can complete and reassign tasks. There is also a task board at /followups/funnel/. Supports export and scheduled exports. Managing task types and stages is manager-oriented. Example: Rep works today’s open follow-ups; manager exports overdue tasks. Key filters: date range, users, task types, priority, sort. Related: Appointments may show follow-up links; task notes can appear in Notes; exports go to My Exports.
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| − | More Info: [[Tasks (New Web)]]
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| − | [[File:Tasks.png|350px|thumb|Tasks]]
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| − | == [[Exports (New Web)]] ==
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| − | My Exports. Page heading: Exports. Hub for finished and in-progress background exports from across the app, such as contacts, notes, appointments, follow-ups, events, and manager reports. Per-user detail is available under the user export list. Login required. Managers may see market-scoped users; reps typically see their own exports. Example: Download the CSV after a Notes or Appointments export finishes. Key options: search exports on the list page. Related: destination for Export and Schedule actions from most Reports items.
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| − | More Info: [[Exports (New Web)]]
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| − | [[File:Exports.png|350px|thumb|Exports]]
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| − | == [[ Notes (New Web) ]] ==
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| − | Notes. Page title: Notes Report. Searchable report over contact notes showing rep, account, notes text, date, and source. Supports export. Login required. Sales-rep filters are for managers and market managers. Example: Find all notes mentioning pricing last month in a market. Key filters: start/end date, keyword, markets, order, limit, active/inactive sales reps. Related: includes notes from tasks and other sources where recorded; export goes to My Exports.
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| − | More Info: [[Notes (New Web)]]
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| − | [[File:NotesReport.png|350px|thumb|Notes Report]]
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| − | == [[Custom Reports (New web)]] ==
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| − | Scheduled weekly or monthly configurable company reports. Can include events, recorded calls, event-form fields and aggregations, markets, rep assignments, next-week follow-ups, past appointments, and email recipients. These are the non-manual scheduled reports. Login required. Company-scoped. Archive toggle and name sorting are available. Example: Weekly emailed rollup of selected event types and form metrics to managers. Key options: schedule and days, events to include, recorded calls, event forms, by market, rep assigns, next-week follow-ups, past appointments, recipients. Related: same report system as Manual Reports, but on a recurring schedule; output often via email or export pipeline into My Exports.
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| − | More Info: [[Custom Reports (New web)]]
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| − | [[File:CustomReports.png|350px|thumb|Custom Reports]]
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| − | == [[Manual Reports (New web)]] ==
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| − | Same report builder as Custom Reports, but for one-off runs with an explicit start and end date instead of a weekly or monthly schedule. Login required. Example: Run a Q3 report for a fixed date range without changing a weekly schedule. Key options: required start and end dates, plus the same event, call, event-form, market, and rep options as Custom Reports. Related: shares models and UI with Custom Reports; some breadcrumbs may say Custom Reports while pointing at the manual report path.
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| − | More Info: [[Manual Reports (New web)]]
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| − | [[File:ManualReports.png|350px|thumb|Manual Reports]]
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| − | == [[Ranking (New web)]] ==
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| − | Current Rankings. Gamification leaderboard by rank group and period type such as day or week. Shows points, position, and trend. Managers can see all rank groups; reps see groups they belong to. Related group and graph screens exist under /rank/groups/ and /rank/graph/. Example: View weekly contest standings and trends for a sales group. Key filters: rank group, rank type. Related: points, badges, and event points. Not the same as the dashboard Funnel leaderboard at /funnel/leaderboard/.
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| − | More Info: [[Ranking (New web)]]
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| − | <div style="float:right; margin:0 0 1em 1em;">
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| − | {| style="border:0;"
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| − | | [[File:CurrentRankings.png|350px|thumb|Current Ranking]]
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| − | | [[File:RankingGroups.png|350px|thumb|right|Ranking Group]]
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| − | |}
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| − | </div><div style="clear:both;"></div>
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