Measuring Outbound Calls Weekly

Smart CRM & Sales Hub Dashboards & Reporting
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I want to know how to track outbound calls on a weekly basis by BDM.

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Hi @JMRobinson,

This can be achieved with a simple calls report in the custom report builder: Create reports with the custom report builder

  1. As data source, choose “Calls”
  2. On the x-axis, place the activity date, then change “Activity date - Monthly” to weekly by clicking on the pencil icon on it
  3. On the y-axis, place the count of calls
  4. As a breakdown, use activity assigned to
  5. In the report filters, specificy the date range (activity date) or which reps to display (activity assigned to)

Give it a try and let me know if you have any follow-up questions!