Track your team's success (Activity reporting/leaderboard)

By Liz Hobbs

Activity reporting can be used to provide specific details about the activity in your account. It allows you to identify what is and isn’t working well for the team and adjust your strategy accordingly. 

The best way to monitor team analytics is to provide each team in your organization their own workspace. Each workspace creates an entirely separate environment with unique roles, settings, content, contacts, and reports. 

As an admin of a workspace, you are able to see how your team is doing as a whole. You can quickly check on the number and value of documents, document funnels, time to close, and close rates. You are also able to analyze your top performers and figure out what it is they are doing differently than the other reps. This can be used to improve both your training and strategy. 

Your Turn:

What are some of the ways you’ve used Activity Reporting to monitor your team’s progress?