Who this is for: Managers | Requires: At least one field rep actively logging daily activity
ℹ️ Card visibility: The Field Team Activity card only appears in Business Pulse when activity logs exist for the selected period. If your reps haven’t logged yet — or haven’t exported an estimate since logging — the card won’t show. Have each field worker log their first day and export an estimate to populate it.
The Field Team Activity card #
Open Business Pulse and scroll to the Field Team Activity card. It appears after the Pipeline card when activity data exists for the period. The period picker at the top of Business Pulse controls which logs are included — switch between This Month, Last Month, This Year, or a custom range to compare periods.
KPI summary row #
Three chips at the top of the card summarize your team’s performance for the period:
- Connection Rate — what percentage of total calls reached a live person. Green at 40%+, orange at 20–39%, red below 20%
- Close Rate — what percentage of total calls turned into closed deals. Green at 10%+, orange when above zero
- Revenue — total revenue your team logged as generated in the period
Team Totals grid #
Below the KPI row, the Team Totals section shows eight activity counts combined across your entire team for the period: Cold calls, Warm calls, Connected, VMs (voicemails), Emails, Proposals, Meetings, and Closed deals. These are aggregate totals — every rep’s logged numbers combined into one view.
Per-rep breakdown #
Below the grid, each rep appears as their own row — their name, revenue for the period, and the date of their last log. A row of mini-chips shows their individual activity: Cold, Warm, Conn (connections made), Props (proposals sent), and Closed. Below the chips, two efficiency labels: their connection rate percentage and their close rate percentage. Both follow the same color coding as the team KPI chips.
Tap any rep row to open their full activity history.
Rep activity history #
Tapping a rep row opens Activity History — titled with the rep’s name. If the rep has logged more than one period, a horizontal pill selector appears at the top: Current for the active period, Period N for past periods (numbered from oldest to newest).
Each period shows a header with the period name, a green ACTIVE badge on the current period, the date it started, and how many days have been logged. Three KPI chips follow — Conn Rate, Close Rate, and Revenue — then four stat boxes: Calls, Connected, Proposals, and Closed. When available, two efficiency benchmarks appear: calls per close and average calls per day.
Below that, a day-by-day list shows each logged day — date, any revenue generated (green), mini-chips for Calls, Conn, Props, Closed, and Email (when applicable), the connection rate for that day, and any note the rep added. This is the full paper trail of their daily sales effort.
The empty state shows: “No activity logged yet — Activity history will appear here once [name] starts logging.”
Log your own daily activity #
As a manager, you can log your own daily sales activity alongside your field reps. Open Pipeline from the home screen, go to the My Activity tab, and tap Log Today. The My Daily Log sheet opens — identical in structure to the field worker activity log: Calls section (Cold Calls, Warm Calls, Connections Made, Voicemails Left, live Connection Rate), Outreach section (Emails Sent, Proposals Sent, Meetings Scheduled), Outcomes section (Deals Closed, Revenue Generated, live Close Rate), Running Totals with Conn Rate / Close Rate / Revenue KPI chips, and a Note field.
Tap Save. Your activity rolls into the Field Team Activity card in Business Pulse alongside your reps’ numbers. To start a new tracking period, tap Start New Period in the Running Totals section — your history is preserved and a new period begins today.
Reset activity stats #
At the bottom of the Field Team Activity card, Reset All Activity Stats permanently deletes all field team activity data and resets every KPI to zero. The confirmation dialog reads: “Reset Everything? This will permanently delete all field team activity data and reset all KPIs to zero. Use this to clear test data before going live. This cannot be undone.” Use this only once before your real launch — not as a routine reset. Individual reps should use Start New Period in their own log to cycle their data.
