Provide a way for managers to track the ratio of meeting activities to closed deals
I would like to quickly be able to see how often meetings lead to closed deals.
5
votes
Mitch Boyle
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Check out the Activity Impact Report!
This report allows you to pull Activities from a time period and financial info (Pending, Budget, Booked dollars) from the same or different time period since Activities today might not impact today's revenue but may impact a quarter or two later.