Report on companies with more than 1 activity

Smart CRM & Sales Hub Dashboards & Reporting
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1

Hi All,

I’m trying to get a report showing the total number of companies per rep, that have at least one activity logged for the quarter (past or future), before the Closed WON stage.

The purpose is to see the number of “active” account per rep that are progressing through the pipeline.

I know how to do it theoretically with a workflow, but I can’t find the right properties in workflows to check if companies have more than one activity to set as thr trigger.

Any ideas?

Thanks,
Venkat

2

Hi @VIyengar,

There isn’t necessarily a need for a workflow here, this can be achieved with a custom report: Menu > Reports > Reports > Create report > Custom report builder

Select Companies as primary data source, Activities as additional source. You can now visualize the activity count for each company and also filter by Activity date.

Best regards!

3

Hey Venkat,

If i understand your request correctly, these filter and view should work :

Capture d’écran 2023-08-14 à 14.55.36.png
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Capture d’écran 2023-08-14 à 14.55.31.png
Capture d’écran 2023-08-14 à 14.55.31.png576×854 73.1 KB

Best,

David

4

Hi @dmattauch thanks for sharing! How do I get the filter options? All I see is:

Screenshot 2023-08-14 at 16.24.11.png
Screenshot 2023-08-14 at 16.24.11.png1110×1304 253 KB

5

Thanks both! Almost there I think.

@karstenkoehler what I need is the number of companies with > 1 activity (past or future) within the quarter. I don’t need the total count of all activities. The purpose is just to know how many companies are being actively prospected by each rep.

Any suggestions on how to just filter for this?

6

Hi @VIyengar,

The approach is the same. If you go for table visualization, the approach is the same. You’d have one column with company name, one column that shows the count of activities within your specified date range. If you sort by count, you’d have a first part of the table of contacts with more than 1 activity, then a second part of contacts with 1 or 0 activities. By sorting by count, you’ll easily be able to see the companies you’d like to see.

The report is by far the easiest option to get this information. A workflow solution would be much more complex and have to be set up as working on a rolling basis.

Best regards

7

@VIyengar you can use directly on company filter “last activity date is:” and choose your date like i did in the image

8

Hi @dmattauch,

The “Last activity date” property does not reflect that there is more than one activity.

Best regards