Report on each salesperson's calls, follow-ups and speed to lead
One report shows hours, calls, emails and follow-ups done and due, with an audit log of every stage change, junk mark and reassignment.
How it works
4 steps in YuktiBOS.
Where to find it: CRM, Sales report and Audit.
- Open Sales report to see one person's hours, calls, emails, follow-ups done and due, and speed to lead.
- Move leads through stages. Parked and Lost need a reason, and a checklist must be ticked before In discussion.
- Mark junk with a required reason. A wrong junk mark can be flagged and restored.
- Open Audit to see every change, who made it and when. The log is insert-only.
What you get
What comes out of it.
The same numbers for the manager and the person.
Pattern flags on junk marks.
A record you can show in a dispute.
Who it is for. Sales managers. The salesperson sees the same page.
You may also know this as: sales activity report, salesperson performance report, sales audit trail.
Related things you can do
More from Lead hand-over and sales desk
Want to report on each salesperson's calls, follow-ups and speed to lead?
We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.