Activity Leaderboard - New Business filter

[M_Kelly]

Hi - we have an Activity Leaderboard set up for our Account Mangers currently, showing each AMs Count of Activities and breakdown by Activity Type. We are wanting to track new business development and are wanting to see what percentage of these activities are attributed to new business. Is there any sort of filter I can set up to view this, or additional data to bring in or similar? I'm not sure how or where we could actually do this using the Activities data.

I had suggested the Sales Workspace area and Leads reporting, but that relies on the AMs setting up their Leads, potentially they could just have a phone call with a new contact that would be classed as new business but was not yet worthy of creating a Lead for (if that makes sense!).

Any help appreciated, thanks 🙂 

[karstenkoehler · Accepted solution]

Hi @M_Kelly,

That depends a bit on how exactly you differentiate new and existing business, but there are two simple ways to approach this that come immediately to mind:

• If you're maintaining lifecycle stages correctly, you can exclude contacts with lifecycle stage "Customer" from your report to only see new business activities. To do so, you would add an additional data source to your report for contact or company, depending on which is more reliable for lifecycle stage information, then set up a filter "Lifecycle stage is none Customer or empty".
• The same logic could be applied with deals, creating a list of contacts associated to won deals – then excluding contacts who are a member of this list from your report.

Best regards!

[M_Kelly]

Hi @karstenkoehler ... thinking about this overnight, is there a way to show the split of contacts with Lifecycle stage 'customer' vs all other Lifecycle stages within the same report? Or would that need two reports, one with a filter as per your suggestion excluding Lifecycle stage 'customer', and one filtered excluding all stages except 'customer'. I think that's too much data for one report right, as I'd be wanting to show: Activity type, by AM, for each activity type what is the count of lifecycle stage 'customer' vs all other lifecycle stage? thanks 🙂

[karstenkoehler]

@M_Kelly that depends on the visualization that you chose, but sure, instead of filtering out certain lifecycle stages, you can also add a breakdown in your report by lifecycle stage instead, unless you're using that breakdown for something else already. If you do, yes, you would need two reports.

[M_Kelly]

Ahh yes, got it, thank you @karstenkoehler !

[M_Kelly]

Great, thank you @karstenkoehler  ... I was thinking along the lines of using the Lifecycle Stage somehow - we are not currently maintaining this correctly, so it is a great incentive to do so! Thanks for your help!