The Sales Productivity Report allows you to combine ActivTrak workforce productivity metrics with the lead and opportunity metrics found in Salesforce. This helps sales teams:
- Understand team member efficiency and output
- View side-by-side sales productivity metrics
- See how much time is spent on key sales activities and tools
Key features
The Sales Productivity Report provides a visualization of key metrics, including the number of tasks completed, opportunities created compared to productive hours, and time spent in sales tools versus other applications.
The template is a good choice if you plan to review data weekly with sales leaders. You can also use it to:
- Monitor productive time vs. output
- Identify top performers' work patterns
- Use insights to inform coaching conversations
- Focus on patterns rather than point-in-time metrics
Template set up
To set up the integration, you will need:
- An ActivTrak Premium or Enterprise plan
- An ActivConnect API (Add-on) plan
- Admin access to both your ActivTrak and Salesforce accounts
To use the integration, please contact your Customer Success Team. They will connect you with our Data Services Team to help you set up the template.