Difference between revisions of "Activity stats"
Ashley DeBon (talk | contribs) (Created page with "== Activity stats == === What are Activity stats? === Activity stats are the hexagon metric cards on '''Member Detail'''. They show teammate performance for the selected...") |
Ashley DeBon (talk | contribs) (→Activity stats) |
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=== What are Activity stats? === | === What are Activity stats? === | ||
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Activity stats are the hexagon metric cards on '''[[Member Detail]]'''. They show teammate performance for the selected '''[[Date Range filter]]''' period. | Activity stats are the hexagon metric cards on '''[[Member Detail]]'''. They show teammate performance for the selected '''[[Date Range filter]]''' period. | ||
Latest revision as of 06:48, 20 July 2026
Contents
Activity stats
What are Activity stats?
Activity stats are the hexagon metric cards on Member Detail. They show teammate performance for the selected Date Range filter period.
Member Detail → swipe horizontal stats carousel (below Date Range)
Using Activity stats
- Open Member Detail.
- Set the Date Range filter you want to review.
- Swipe left or right through the hexagon cards.
- Read the count or value on each card.
- Use stats to review calls, follow-ups, events, and more.
Features include
- Opportunities – Derived opportunity value in dollars ($).
- Outbound Calls – Total outbound call count.
- Past Due Follow-Ups – Number of overdue follow-ups.
- Total Events – Total events logged in the period.
- Event Forms – Event forms submitted count.
- Emails – Email activity count.
- Appointments – Appointment count in the period.
- Carousel layout – Swipeable hexagon cards with scale effect.
- Date-range based – All stats update when Date Range changes.
- Highlighted Opportunities card – Styled with theme color for emphasis.
