InsideSales.com
InsideSales.com
InsideSales.com Menu

Premise

This simple report shows a basic breakdown of all calls, both inbound and outbound, handled by your reps today.

  1. Create a new Activities >> Tasks and Events type report in Salesforce.
  2. Set the following standard filters:
    • Show: "All Activities," "Completed Activites," "Tasks"
    • Date Field: "Date"
    • Date Range: "Today"
  3. Add the following custom field filters:
    • Call Type equals to "Inbound,Outbound"
    • ImpressionId not equal to "" (blank)
  4. In the Preview heading, change the report format from "Tabular" to "Matrix."
  5. Click the Remove All Columns link to remove superfluous detail fields.
  6. From the Fields area, drag in the Assigned field into the row grouping area.
  7. Then drag the Call Type field into the column grouping area.
  8. Click Add Chart and edit the following settings:
    • Select Type: Vertical bar chart (second icon from the left)
    • Y-Axis: "Record Count"
    • X-Axis: "Assigned"
    • Group By: "Call Type"
    • Set the grouping display to side-by-side (icon on the left).
    • Click OK to finish.
  9. The report is ready! Click Save, give it a name and assign it to a folder.

Release Notes

Find our most recent release notes.

Forum

Our InsideSales.com community forum is coming soon.

Advanced Training Guides

Advanced training for the Lead Management Platform.

Have questions?

We're happy to help. An InsideSales.com expert is just a phone call away.

(866) 593-2807

Mon-Fri 6-7 MST

Back To Top

© 2004–2014 InsideSales.com, Inc. all rights reserved. Use of the InsideSales.com service and this Web site constitutes acceptance of our Terms of Use and Privacy Policy. InsideSales.com technology is protected by the following United States Patents: 8078605, 8325738, 8352389, 8510382, 8566419.