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Outlook CRM for Sales & Marketing

Outlook CRM for Sales & Marketing

Prophet CRM by Avidian

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Last Activity Report

March 25, 2020 by barrym

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:

  1. See last interaction date with top-revenue accounts (Sort by Won Opp Revenue)
  2. See accounts with largest outstanding/Active Revenue and the date of last activity (Sort by Active Opp Revenue)
  3. See accounts which haven’t been touched in the longest period of time (Sort by Days Since Last Activity)
  4. 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

Get the Report!

Fill out the form below and one of our associates will reach out to schedule delivering this report.

    Category iconCRM Reporting

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