New Staff Activity Report for Sales Web App

We just introduced a new Staff Activity Report for the Sales app.
You can find it in the Sales Web app in the left pane, under the Reports section.

It gives you an overview of a staff sales activity on a week by week period. The following indicators are available:

  • Number of new deals
  • Number of new quotes
  • Number of meetings (calendar events)
  • Number of of call logs
  • Number of deal notes
  • Number of forms

For each indicator, the current value for the week is displayed, along with the difference with the previous month average between brackets. This gives an instant performance indicator. To switch between weeks, simply click on the bar chart.

The main view also displays an aggregate activity index weekly chart.
This index is the sum of each of the individual indicators, but giving quotes and deal indicators a x10 weighted factor compared to the other supporting sales activity, like phone call, meetings or deal notes.

You can also get more detailed list of the activity by clicking on the different tabs, like Meetings, deals….
On each specific indicator tab view, you also get a historical bar chart. By clicking on each bar, the detail list of items is displayed instantly below.

salestaffactivity

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Overdue and Inactive Deals

We have just added some nice refinements and improved productivity in the Sales app for Deals : overdue and inactive deals.

Overdue Deals (red)

When a deal becomes overdue, it is flagged with a red stripe in the deal list view. On the web we also display the number of overdue deals in the dashboard.

Making sure that you do not have overdue deals is important because it enables you to have an up to date monthly pipeline.

  • On web, right-click the deal in the list view and snooze it one week or one month
  • On the mobile, tap the deal, tap the due date and snooze it.

Inactive deals (yellow)

When a deal has had no new attached note for more than a determined number of days, it is flagged as inactive with a yellow stripe. This basically encourages your sale team to update the deal log by adding notes regularly.

On the web, the number of inactive deals is displayed in the dashboard.

How to configure deal inactivity period

  • In the web interface, go to the Sales app
  • Click on the More  > options menu item.
  • In the Deals tab, set the number inactivity days you want for your deals. 7 or 14 days is a reasonable value.

How to remove the inactive flag for a deal?

  • on the web, right-click the deal and click Add Note to enter a new note.
  • on the mobile, tap the deal, tap New button then tap Note and enter a new note.

Validate Contact Email on Submission

This template uses a Form to enter a Contact email. When submitting the form, it tests if the contact already exists in Upvise by looking up the Contact email. If it exists, a warning alert is displayed. If not, the contact is created in Upvise with the input email.

Custom Fields: the Form also includes an input field which is used to update a Custom Field pre-defined for the Contact.

The Javascript code entered in the Execute on Submit field in the Form template Properties is as follows:

var email = F1.trim().toLowerCase();
var level = F2;
var count = Query.count(“Contacts.contacts”, “email=” + esc(email));
if (count > 0) App.alert(‘Email already exists!’);
else {
var id = Query.insert(“Contacts.contacts”, {name:email, email:email, creationdate: Date.now() });
CustomFields.values = CustomFields.loadValues();
CustomFields._update(“Contacts.contacts”, id, “F3”, level);
App.alert(‘Contact inserted!’);
}

return 1;

Note: a Custom Field must have been created for the Contacts app (in the web account Settings menu). In this example, the Custom Field has the ID “F3”, and it is a multiselect combo box type of field. The Options set in the Contact Custom Field must match the Form field (F2) Option values.

Download and Import the sample to the Templates section of the Forms app in your web account:

Validate Contact Email Exists