The Activity Report answers how much work is being done, rather than what it is worth. It is the counterweight to the pipeline: a big pipeline with no activity behind it is a list of hopes.
What it counts
| Measure | Counts |
|---|---|
| Communications | Conversations recorded — calls, emails, meetings, logged contact. |
| Meetings | Calendar events booked with customers. |
| Tasks completed | Work finished in the period. |
| Open tasks | What is still outstanding. |
| Deals created | New opportunities raised. |
| Deals won | Opportunities closed won. |
| Stage moves | Records advanced through the lifecycle — evidence that things are progressing, not just being touched. |
| Open pipeline | What is still in play, by stage and by type. |
Choosing a period
Last week, last month, last quarter, last year, or your own start and end dates. Compare like with like — a four-week month against a five-week one produces a drop that is nothing but the calendar.
By team member, by tribe, over time
- By team member — who is doing what. Read it alongside results, not on its own.
- By tribe — which tribes are actually using the CRM.
- Over time — the trend, which matters far more than any single week.
IT MEASURES WHAT IS RECORDED