Introduction
Activity-based view primarily aimed at Consultants, Team Leaders and Sales Managers, but also available to Senior Leadership. Designed to help monitor and drive performance across all individuals and teams across the entire business.
Shows performance across common new business activities in simple chart form.
Details of new Candidates added, new Clients, new Contacts, Spec Sends, Phone calls and Appointments.
Likely to be viewed daily and used as part of both weekly and monthly reviews.
Report highlight
Spot trends, including seasonality, so that you can take action ahead of time, plan resource and forecast more accurately.
Who it's for
Consultants and Team Leaders.
Summary of the main screen
1 Click on the funnel icon to open a filter panel for slicing and refining the data.
2 Drill through to detailed views of New Candidates added.
3 Each chart shows volumes of key activities undertaken.
Report summary
The Business Development Activity report shows the volumes of activities for adding New Candidates, New Clients and New Contacts in the last 12 months, and also the volume of Spec Sends, Phone calls and Appointments that have happened.
There is more information on the Candidates that you can drill through to by selecting the arrow icon to view the number of Candidates added by specific users or teams.
You can also filter the data in a number of ways to view all of the information, for example by Business Unit, Territory or Site.
Glossary of terms for this report
by month - displays the current month and the preceding 11 months in total.
Phone calls - all phone call types & purposes combined.
Appointments - All appointment types combined.
Authored by Andy Montague - Product Manager @ Mercury