CRM User Activity Report

    What is a CRM User Activity Report ? Customer relationship management (CRM) user activity reports are considered control and audit tools. They are often used by sales managers and CRM administrators to determine how frequently each user updates different areas of the CRM system. Some of the key functionality in this type of dashboard report is that it shows the number of leads, opportunities and accounts updated by person within a given time period (e.g. the past 4 weeks or year-to-date). The top portion of the report shows this data in charts and the bottom of the report displays all the transactions that were created or updated in the chosen time frame You find an example of this type of dashboard report below. Purpose of User Activity Reports Companies and organizations use User Activity Reports to make sure that all CRM users are actively using and updating the CRM system. When used as part of good business practices in a sales and marketing department, a company can improve its sales process automation analysis as well as reduce the chances that sales revenues are lost because certain users (including those that left the organization) never updated the CRM system. User Activity Report Example Here is an example of a CRM User Activity Report. [caption id="" align="alignnone" width="2560"] CRM User Activity Report Example  CRM User Activity Report Example[/caption] You can find hundreds of additional examples here Who Uses This Type of Dashboard report ? The typical users of this type of dashboard report are: Sales and marketing managers, CRM administrators. Other Dashboard report s Often Used in Conjunction with User Activity Reports Progressive sales and marketing Departments sometimes use several different User Activity Reports, along with data quality reports for leads, accounts and contacts, pipeline reports, campaign reports, opportunity reports and other management and control tools. Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics 365 (CRM), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce, Hubspot and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions. What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
    • Native ERP report writers and query tools
    • Spreadsheets (for example Microsoft Excel)
    • Corporate Performance Management (CPM) tools (for example Solver)
    • Dashboards (for example Microsoft Power BI and Tableau)
    Corporate Performance Management (CPM) Cloud Solutions and More Examples