Activity and discovery
Review field performance
Compare assigned leads, visits, connections, qualifications, and demos.
Use Performance to understand field results over a chosen period.
Review the period
Open Activity.
Select Performance.
Set From and To, or keep Last 30 days.
Choose a Salesperson, or keep All reps.
Review Assigned, Visited, Connected, Qualified, and Conversion.
Check Daily activity, Best day, Watch list, and Metrics breakdown for detail.
Use the arrows on either side of the date range to compare periods of the same length. Decision makers, Gatekeepers, and Demos come from visit outcomes saved by field reps.