Reports to measure productivity by analysing specific activities within the stages of a funnel...NOT possible.
Trying to create a report where I can see which activities that has been registered (both as scheduled and completed) in each of the stages of a funnel. A report like this would give me a better view of how our sales reps are acting in each step in addition to if they are following our routines. Example: By measuring how often our agents have to remind our clients to answer a request or answer a scheduled call I would (1) see the quality of our leads and (2) the quality of the agents previous interaction with the client (as agents who connect well with clients need to remind the client of 'dead lines' etc less often). Since all stages in our funnel exist to display critical moments in the relationship with them I would like to see at which stage these activities are happening. Clearly I can see all this when entering specific client cards (deals) but I want to see this in reports or at least generate data to enable a amplified view on our entire client base and separated on different periods, agents, etc.
Anyone? Is there a workaround?