Activity stats
Revision as of 08:37, 29 July 2026 by Ashley DeBon (talk | contribs)
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.