Data Cards (Home View) showing the previous day's activity for each rep.
Manager would like to customize the Data Cards view, to show the previous day's activity for each of his rep.
Jason Kavorik
shared this idea
This can be accomplished today with our Favorite Reports as Data Cards functionality.
Create an Activity Report setup any way that you like. It sounds like you might want to see it by Salesperson → Activity Type. Set the date for yesterday via the specific date.
Run the report and be sure that you’re satisfied with the results and then save the report as a favorite. We have new options here that allow you to use the report as a data card on your home page. Be sure to enable the option to roll the date each day as well.
Now go to your home page and add a Favorite Report, and select the Activity report that you just saved. Now you can view all activities for yesterday, every day!
Thanks for the feedback, and be sure to try this out with the majority of your reports! We’ve had a LOT of positive feedback about this functionality!