Sales Management

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Features Getting Started

Staff Activity Score

In the Sales web app, you can access the Staff Activity report from the left pane menu.

It provides a global view of what each user is working on, i.e. the number of new Deals or Quotes created, and also activity related to sales, e.g meetings, call logs, deal notes, forms.

The Aggregate Activity Index is a chart that gives the trend of user activity over the past 6 months. It is calculated as an aggregate sum of number of new deals and quotes (with a factor 10 ponderation), and the number of sales related events, notes, etc...

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