I would like to look at the leads per sales rep on complete sales manager and see activity around them. Is there a way to do this?

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Using Complete Sales Manager. 

I am the administrator, sales manager and also one of the Reps.  I want to be able to view the following information:

-all leads assigned to a rep including myself

-Number of contacts per company within the lead

-Number of activities per company.

This information already exists within our manager, but I have no way of viewing only my own, or for the other reps

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Dominic Pride

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Posted 3 years ago

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Xavier Fan, Champion

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I assume by leads, you mean "Opportunities" in the Complete Sales Manager app.

Are you looking to modify an existing report, or create new reports?  Fields like "# of Contacts" and "# of Activities" (for the Company) already exist, so you just have to add them as report columns.
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Dominic Pride

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No, I'm looking to identify companies added and their progress through the sales process.
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Xavier Fan, Champion

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Then I'd say you should be building reports based in the "Companies" table - I think, as you mentioned, most (or all) of the information is already there.

e.g.  Table report - for Companies, grouped by "Account Manager" - this would show you which Companies are assigned to which rep ("Account Manager").

In that report - you can display "# of Contacts", "# of Activities" for each Company.

etc.