Activities report

Jimmy_RA
Jimmy_RA Member Posts: 1
edited March 10 in Sales CRM #1

Hello people, I need help, I want to obtain an activity report in which I can filter and obtain only the total number of activities that I have carried out with prospects, does anyone know how to obtain it?

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Answers

  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 110
    100 Comments Second Anniversary 5 Insightfuls First Answer
    #2

    Hi Jimmy,

    You can absolutely do this within Pipedrive Insights.

    In Insights, add a new report - select Activity - select activities performance - continue.

    Your filters will be: 1) Marked as done time (to see activities completed within a certain timeframe), and 2) Assigned to user (to see activities assigned to you). See the screenshot below.

    Screenshot 2023-03-13 at 1.07.09 PM.png

    You will then be able to see the activities completed by type or the total number, whichever you prefer.

    If you'd like any additional help with insights and reporting, please feel free to get in touch. https://www.opsdesigned.com/contact


    -Liz

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