Daily activity report
It would be great is we could make a daily activity report, showing what we did each day.
Also, if we could set the table/kanban view in our settings to how we would like it to open, or just open on kanban since I think that is what most people would like to see most of the time.
Comments5
Dr Lynda
Aug 5, 2025
Yes on the Analytics page it would be great to have a bar chart that showed
no. of contacts, contacted
no. of new contacts
two bars for each day of the week so over a 7 day period you can keep track of how much IGA your doing
Andrea
May 6, 2025
About daily activity. What exactly would see? follow ups done? Resources shared? What else?
An Anonymous User
May 6, 2025
Yes, I think that would be it. Anything that shows what you did on your business that day. If prospects moved forward on the kanban view or resource shared if they stayed in the same step (serving, for example). I know the software doesn’t have a place for phone calls actually made but we could put that in the “comment” section of the person’s page I suppose.
Andrea
May 6, 2025
Hey Michelle! So you'd have the kanban view open by default is that right? you mentioned that many would want that anyways. Ideally have as many as possible upvote your post in here :)
An Anonymous User
May 6, 2025
Yes, or maybe make a profile settings page that people could set how they like it to open individually. That would probably be better because then everyone could set it to what they like best. Thank you!