Periodic Summary Report Outlined

The Periodic/Weekly Report Overview figures

These figures are a summary of activity for the team within the selected period.

User Activity Table

Here you can see how many of each interaction type have taken place.

Your organisation's meeting type abbreviations will appear as column headings:

By looking at the table above, it is easy to identify which reps are putting in the majority of the effort towards a growing sales trend. When looking at this list, we can also see whether the focus of each rep is on acquiring new prospective clients or servicing existing clients.

Conversions

Using this table, we can see which prospects were converted to clients and their values from the deals that were closed. We can also see who created the deal initially and who closed the deal.

This is useful in cases where the customer is moved to a new user while they are still a prospect before the deal is closed.

In the table above, we can see that 29 prospects were converted to clients through closed deals. We have cropped the screenshot, but you can see the basic information for those conversions.

If the users have monthly new business sales targets, we can use the spend values to determine whether or not they are on track to meet them.

Detailed Activity Breakdown

Additionally, the activity within the selected period for each rep is broken down into:
1. Which customers did they interact with
2. When they interacted with them
3. The interaction type that took place

When looking at the activity summary table above, it is important to look for:

1. Number of interactions
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2. How many interactions were cancelled, missed or postponed. Interactions become missed if a user fails to check in on the day that it’s scheduled to take place.
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3. OFF-SITE + Accuracy: Saleboat captures not only how far off-site the location was, but also the accuracy reading of the check-in location. This is more accurate when check-ins happen via the app.
   

   
   

   ​Look at the meeting with Add+Brand Awareness above:
   If the user were 19m closer to Team Group, they would still be 22.5km off-site/away from the customer's address saved on Saleboat.
   

   
   

4. The time each meeting began, or perhaps more usefully, the time between each meeting.
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5. The View button will take you to the meeting details on Saleboat.
   You will be able to see the location of check-in, the duration of the interaction, the meeting notes, contacts that were met with, etc.
   
   

Cancelled and Missed Interactions

This section shows the number of interactions that were scheduled by the user, but either cancelled or missed. You can see:

1. Who they cancelled or missed the interaction with
2. When they intended to interact with them
3. The interaction type of the cancelled and missed interactions

This section shows the prospects and clients that have not been seen or contacted for an extended period of time for each user.

You can see the date that they were last contacted, along with their pipeline stage and account number for neglected prospects and clients, respectively.

This section outlines the lead activity of each user for the chosen period.
This is only a summary that is included in the Periodic Report PDF.
For more details, please look at the Canvassing Report PDF.

 
Click on the link below for information on the canvassing report:
Canvassing Report Outlined