Manager's Toolkit: Client Activity

The Client Activity report shows key activities and sales by client, allowing you to better understand how your business works with its customers. It’s a simple, yet powerful overview into performance against client accounts and the productivity of those clients from an ROI perspective.

This report is part of the Slice & Dice Manager's Toolkit.

Key Questions This Report Helps Answer

Who are our biggest customers?
Are we serving them well enough?
Where is there activity missing?
Where are time and resources best focused?
Where are time and resources wasted?

Tips

This report may take some time to generate since it is using a large number of metrics, especially if you extend the time parameters to Last 12 months. Rather than reporting over the whole business, you can run the report for one specific region, office, or team for faster loading times.
Use the client filter and run this report for the client meeting you have today. All the data associated with your activity with that client will be at your fingertips.
Click on any cell to view the underlying data.
Click on the column headers in the report to filter the results.