1. Help Center
  2. Reports and Analytics

How to Use The Report Card

Today I'm going to show you how to use the report card to track your completed sales activities for yourself or for your team.


First, so from your Dashboard, navigate to Report Card


Then, at the top of the screen, you can set a Fixed Date range. So we'll say last 365 days and a user will check in on my progress. Hit Apply.


This generates a list of all the Sales Activities completed within that date range. Hit, Expand All


To see all of these tasks and hours on one page.


You can hit Contract All here or you can use these Plus Signs to expand individual sections.


Happy Selling!



Need more help? Sign-up for additional Office Hours Training