05.06 – Filtration of Activity Events to Measure Productivity – ACTIVITIES INTERFACE
Availability of the filtration option makes it possible to select relevant activities which meet the set parameters.
For example, all incoming messages for a defined period or calls missed by a certain manager.
Example of activities filtration
The number of activities which meet the requirements
can be found by using the Count results option. For example, the number
of missed calls, unanswered messages or phone calls, number of companies, and
notes marked with a particular tag, etc.
Results are shown in the left top corner of the
page:
total number of requested types of activities and
number of companies related to a certain type of activities
For example, the manager made 229 outgoing calls to 80 clients during a day.
Counting results
This information is useful when analyzing the effectiveness of managers’ work.
Examples of activities list filtration choices
Outgoing calls (and their number) made by Manager during the day
Outgoing calls marked with #ColdCalling tag
All incoming calls (and their number) made by potential clients during a week
Incoming calls (and their number) received by Manager
Incoming calls (and their number) received by department
Missed calls on the previous day
Activity with #Meeting tag for Manager during a month
Activity with #Qualification tag for the period of interest
