Stay in touch with your best customers
The Last Activity Report provides the user with the last time any activity has occurred with a Prophet CRM company. The activity could have occurred with any Contact or Opportunity associated with the company.
Use Cases:
- See last interaction date with top-revenue accounts (Sort by Won Opp Revenue)
- See accounts with largest outstanding/Active Revenue and the date of last activity (Sort by Active Opp Revenue)
- See accounts which haven’t been touched in the longest period of time (Sort by Days Since Last Activity)
- See User’s last activity date (Sort by Last Activity User)
Report Specs:
- Columns: Company Name, Days Since Last Activity, Active Opp Revenue, Won Opp Revenue, Last Activity Type, Last Activity User
- All columns are sortable
- Report can be exported to .CSV from Power BI Client
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