Dashboards & Reporting

OZeno
Miembro

Activity Leaderboard Configuration

Hi,

 

I was wondering if there is a way to have more than 10 sales reps' emails/calls show on the Activity leaderboard by sales rep in the dashboard? Also, Is there an easy way to view the emails/calls made by each sales rep individually (regardless of whether or not they are on the leaderboard)?

 

Thanks!

2 Respuestas 2
webdew
Guía | Partner nivel Diamond
Guía | Partner nivel Diamond

Activity Leaderboard Configuration

Hi @OZeno ,

Please clear this for me, that you want to see all your reps on the report making call/emails. If it is the case then while creating a report you can use the filter 'Activity assign to' and then select all your reps name: https://prnt.sc/1s91dps

To check the activities made by sales rep, creating a report is the easiest way.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regard.

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SNigam
Asesor destacado

Activity Leaderboard Configuration

Hello,

In this case I would suggest you to change a visualisation type of this leaderboard report you just need to click on filter icon on your report and then click on customize and then change the visualisation to table instead of graph then you will have pagination in that report in table format so that now you can see every sales rep data for calls.

I hope this will help you, mark this as a solution if this solved your query.

Thank you
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