Hi everyone! This week Inspector Gadget we’ll be focusing on the GO-GO Gadget……”Activities by Time”! See our gadget from last week.
Platform: ConnectWise On-premise.
Activities by Time
This gadget allows you to see the activity points by each member divided by appointments, calls and emails set against the information in ConnectWise. An email for example counts for 1 point whereas a phone call counts for 3 points and an actual appointment for 5.
By double clicking on an activity type a drilldown will show a sortable grid with the activities mentioned in ConnectWise.
Adjust this gadget to your preferences by setting the parameters of the “Agreements Invoicing Change”:
|Activity types||‘appointments’ ‘email’ ‘call’|
|Exclude activity types above||(checked) Does not calculate the activity types mentioned in the field above|
|Exclude activity types above||(unchecked) Calculates all the activity types in the field above|
|Teams||‘connectsmart – sales’ or ‘connectsmart – administration’ etc.|
|Exclude teams above||(checked) Does not calculate the teams mentioned in the field above.|
|Exclude teams above||(unchecked) Calculates all the teams there are in the field above.|
|Locations||New York, Hollywood etc.|
|Exclude locations above||(checked) Does not calculate the locations mentioned in the field above.|
|Exclude locations above||(unchecked) Calculates all locations there are in the field above.|
|Number of time units||You can set a time period of 6 months prior (is -6)|
|Time units||Year, month, week or day.|
|Business units||‘connectsmart’, etc.|
|Exclude business unit from above||(checked) Does not calculate the data of the mentioned business units from above.|
|Exclude business unit from above||(unchecked) Calculates all the data from the business units into the gadget.|
|Is to Date||(checked) Looks back the specified amount of time (ex. -6 months: January 30th– July 30th) from today’s date.|
|Is to Date||(unchecked) Looks back the specified amount of time (ex. -6 months: January1st– July 1st) from the beginning of time unit (month, week, etc.)|
What can I do with it?
You can use this gadget to see the number of hours that each member allocates to which activity in a score point system. For example if an employee is slow with activities and you see he or she had a very low Email point score you are able to mention this to that person and improve the productivity.
This gadget can be bundled in a dashboard to see how many activities people have individually how many activities are past due, and how many sales points are being scored by time by member and what the overall trend is.
What do you bundle your “Activities By Time” gadget with?
Next week we’ll be inspecting the “Effective Rate By Company” gadget which will allow you to see the effective rate by company in a trend and anticipate changes. So make sure you tune in!
Until next week! GO- GO Gadget Rocket Booster!