Overview
Updated 08/10/2022
Click on the links below for more information:
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CHAPTERSLegend |
Legend
Locating the Report
- Click on Analyze Tab
The Reports Sub Tab will automatically be selected - In the Search Reports field, type ADDITIONAL
- Click on the Additional Transactions Report
Logic
Aggregate counts of sales activities with companies and contacts. You may also drill down into each activity type for more details. Lost jobs are also included.
The Sales Stats report is a great way to learn about Sales performance and compare the productivity, either individually or as a group. This report can be filtered down by User Division, Region, Office, Recruiter, Stat Type, Subtype, Activity Name, and Activity Date. Use this report to manage your Sales efforts and set KPIs to make sure they are hitting their marks in respect to reaching out to companies and contacts and getting those jobs filled.
Filter Options
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Filter Name | Options | Description |
Division | |||
Region | |||
Office | |||
HCM User | |||
Date From | |||
Date To | |||
Date Range |
Field Details
Field Name | Description | Notes |
WeekEnding | ||
Closed |
The week-end date in which the activities occurred. This date will always be the Sunday of the week. |
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Collections | ||
NewOrder | ||
Note | ||
Dynamic fields | This section of data display the Contact Activities and Tasks logged on a contact profile. The individual Activities are listed below the Contact Activity header. The individual activities can be filtered down by using the Activity Name filter. |
This data is credited by the user attributed to the activity when logging the activity on a profile |
Using the Data
Managers can use this report to analyze past data and understand how their Sales team is performing. By viewing data on an individual or group level, they can see their recruiter's performance number and how they are performing in comparison to other recruiters.
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