The Activity Board in ClientPoint offers a powerful way to track and monitor team or individual activities related to ClientPoints. Located within the Dashboard tab on the ClientPoint Experience page, this feature aggregates and displays key information about ClientPoint activities, allowing users to get real-time insights into their progress, performance, and outcomes.
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Key Features of the Activity Board
The Activity Board displays a variety of metrics that provide valuable insights into the status and progress of ClientPoints, which are documents or proposals sent to clients. These metrics include:
- Created: This shows the total number of ClientPoints that have been created within the selected time frame.
- Sent: The number of ClientPoints that have been sent to recipients.
- Viewed: This tracks how many ClientPoints have been sent and opened by the recipient.
- Signed: Displays the ClientPoints that have been approved or signed by the recipient or marked as "Externally Signed."
- Won: The number of ClientPoints marked as "won," indicating successful outcomes.
- Unsent: Reflects the number of ClientPoints that have been created but not yet sent to the recipient.
- Amount Won: A sum of all revenue associated with ClientPoints that have been marked as won.
- Amount Pending: A sum of all revenue for ClientPoints that are still in a pending status.
These metrics provide a snapshot of individual or team activity, allowing administrators and managers to monitor progress, analyze trends, and identify potential bottlenecks in the sales or client engagement process.
Filtering Options
To tailor the data displayed in the Activity Board, users can apply several filters, ensuring that the information is relevant to their specific needs. Available filters include:
- User: Filter data by a specific user or view the activity for all users within the system.
- This Week: View the activity for the current week.
- This Month: View activity for the current month.
- This Year: View activity for the current year.
- All-Time: See all ClientPoints created since the system's launch.
- Date Range: Select a custom date range to analyze activity over a specific period, such as the creation date of ClientPoints.
These filters offer flexibility, allowing users to drill down into data from different time frames or individual team members to analyze their performance more effectively.
Conclusion
The Activity Board in ClientPoint provides a comprehensive, real-time overview of key activities related to ClientPoints, offering essential insights into how client engagements are progressing. By aggregating data such as created, sent, viewed, signed, and won ClientPoints, as well as tracking the financial aspects like revenue associated with these actions, the Activity Board allows teams to measure their performance, identify trends, and make data-driven decisions.
The ability to filter the information based on different time frames and users adds a layer of customization that is valuable for both individual team members and administrators. This functionality not only helps with performance tracking but also ensures that teams can stay on top of their progress and quickly identify areas for improvement or follow-up.
For any questions or further assistance with the Activity Board, users can reach out to ClientPoint support at support@clientpoint.net.