The Activity Tracker (found on the Scoreboard page) is your personalized performance dashboard, designed to help you track, measure, and optimise your weekly activities effectively.
Why Use the Activity Tracker?
Visual Progress Tracking
Instantly see your activity breakdown by category and track what’s been completed — at a glance.
Key Performance Indicators (KPIs)
Easily monitor your Key Performance Indicators (KPIs) and stay focused on what matters most.
Automated Goal Tracking
The Activity Tracker includes automated visual indicators to represent progress status.
The tracker starts in red, indicating the initial stage of the target.
It changes to yellow upon reaching 50% of the target, showing mid-level progress.
The tracker turns green at 80% completion, providing a clear visual cue of strong progress and motivating users toward goal achievement.
Click here to go to your Activity Tracker.
How to Use the Activity Tracker.
Create an Activity for Single Contact
Click the Quick Action button located at the bottom-left corner, and select the activity.
In the modal popup, choose the Activity Type you want to create. and Select the Activity Date.
Choose the Interaction Type and specify how the interaction was performed.
Select the Contact for whom you want to create the activity and Click Save to create the activity.
Once the activity is created, it will automatically be recorded under the appropriate Selling System category.
The activity will then appear in the Activity Tracker page under the relevant category.
In the Activity Tracker, click the number next to each heading to update or modify the monthly activity count.
Click the “+” icon on this page to create a new activity.
Create an Activity for Multiple Contacts
In the CRM Dashboard, click the Contact tab in the top navigation bar.
On the Contact page, use the checkboxes to select multiple contacts.
Click the Activity icon at the top of the contact list grid.
A modal popup will appear to create an activity for the selected contacts. Enter the required activity details, including category and interaction type. Click Save.
Once the activity is created, it will be reflected in the Activity Tracker table based on the selected Contact Category Type and Interaction Type, helping you easily track the number of activities completed within each category.
Inbound vs Outbound Activities
When creating an activity, you must specify whether the interaction is Inbound or Outbound.
Inbound Activity – The contact initiates the interaction.
Outbound Activity – You initiate the interaction with the contact.
The system automatically records and displays the count of Inbound and Outbound activities on the Scoreboard.
Explore More about What is the Activity History Tracker?
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support