topic Re: Custom Report - Activities by Team Member and Pipeline in Dashboards & Reporting

Custom Report - Activities by Team Member and Pipeline

Alex_L — Tue, 21 Feb 2023 22:36:07 GMT

Hello,

We would like to track activities by team member and pipeline as a bar chart. Essentially, the X-axis will be the pipeline, Y-axis is the count of activities and each vertical bar will be broken down by team member name.

I have a similar report but it's broken down by only deal owner, not each individual rep (who can be part of a deal in terms of activities but not the deal owner). Note the filters: Close Date this Month

I tried another custom report using activity created by (property) and filtered by close date (this month) & activity date (this month). Would this be an more accurate representation of activities by team member by pipeline? (i.e. missing team members would indicate no activity in that pipeline).

Asking as a sanity check since we do have a medium to large team who arent represented here. TIA

Re: Custom Report - Activities by Team Member and Pipeline

karstenkoehler — Wed, 22 Feb 2023 05:48:26 GMT

Hi @Alex_L,

Correct, it would look like this:

I would probably use Activity assigned to instead of Activity created by, just in case someone creates tasks for other users, for examples. I would want to see the assignee.

If there are unassigned activities, they should appear as a (No value) report label. If activities aren't shown under a pipeline, they either didn't happen or aren't associated to a deal within that pipeline.

Best regards!

Re: Custom Report - Activities by Team Member and Pipeline

Alex_L — Wed, 22 Feb 2023 06:33:19 GMT

Thanks @karstenkoehler! That makes more sense with Activity Assigned To as the breakdown.