Activity and Pipeline Reports

Links to User Guides

Reports Overview

The Activity and Pipeline Reports are tools for tracking and optimizing your sales performance. These reports provide valuable insights into your outreach efforts, lead management, and overall sales pipeline. Here's a brief overview of each report:

1. Activity Report

The Activity Report helps you monitor your outreach efforts, including outbound calls, consistency, salesmanship, response times, and idle leads. It provides key performance metrics comparing you to top-performing advisors and offers guidance for improvement.

Track Your Calls: Compare your outbound call volume with top advisors and set achievable daily or weekly call goals.
Consistency is Key: Learn how to stay consistent with follow-ups by reviewing the completion rate of schedule Next Calls.
Improve Salesmanship: See how well you’re turning initial pick-ups into longer conversations.
Response Times: Visualize how quickly you respond to prospect’s incoming calls and text messages. Aim to stay within the target of under 4 hours.
Re-engage Idle Leads: Identify and take action on leads that have gone idle, bringing them back into active campaigns. Don’t let your idle leads go to waste.

For more detailed information, head over to the Activity Report user guide page (link at top of page).

Understanding Your Activity Report 📊 - Watch Video

**[Understanding Your Activity Report 📊 - Watch Video](<https://www.loom.com/share/a0093db0529646de820ec1f73898a452>)**

2. Pipeline Report

The Pipeline Report provides a comprehensive view of your sales process, from lead delivered to conversion. It breaks down key metrics—including Leads Delivered, Responded Leads, Meetings Scheduled, and Target Conversion rates—to help you manage your pipeline more effectively.

Leads Delivered: Track the distribution and value of your incoming leads over time.
Monitor Response Rate: Review how many leads have responded and adjust your outreach strategy if response rates are lower than expected.
Monitor Meetings Booked: Analyze how well your efforts are translating into scheduled meetings and identify areas for improvement.
Track Conversions: Keep an eye on your conversion rate, especially for leads that are 90 days or older, to ensure you’re hitting the target range of 2%-5%.