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Revision as of 11:55, 31 July 2026
Path: Callproof Support - New Website - Rep Activities
Contents
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.
- 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
| Screen | Address | What it is |
|---|---|---|
| Rep Activities (this page) | /stats/activities/
|
Activity counts/durations per rep (and by account type) |
| Daily Points (or similar) | /stats/points/daily/
|
Points / scoring over time |
| Daily Productivity | /stats/productivity/daily/
|
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
/stats/activities/. - 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
| 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
| 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
Filter panel title: Rep Activities Filter
Steps
- Click the Filter button.
- Set:
| 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
/stats/activities/. - Call Type is most relevant for recorded-call focused views; use Both unless you need incoming- or outgoing-only.
Read a rep’s activity
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).
Typical workflow
- Open
/stats/activities/. - 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 (
/stats/productivity/daily/) - Need points/scoring: try Daily Points (
/stats/points/daily/) - Other issues: email support@callproof.com