Active Project Activity Analytics
Active Project Activity Analytics track activity for Projects (and Deals, Properties, Sales, etc..) that are in the Active Stage -- you've won the deal or project or listing and now have work to deliver. Activities like calls, meetings, and email related to the project and participants (like clients) are tracked in this report.
Active Project Activity Analytics can be customized in several ways:
- Add Activity Measures to Cloze overall and include them in this report
- Reorder the columns in the Active Project Activity report
To see Active Project Activity Analytics navigate to the Analytics section.
Tap on My Analytics to see the analytics for Projects (or Deals, or Properties, etc.) you are involved in, or tap your team name.
Tap on the Activity report for yourself or your team.
The icons along the top of the report allow you to perform several actions
- Filter by Stage, Segment, or Custom Field
- Filter by team member (teams only)
- Filter by Sub Team (teams only)
- Filter by Time Scale
- Export to Excel or CSV
- Copy (to save a custom version)