What does the Data Parrot Activity Dashboard track?

The Activity Dashboard tracks sales team engagement metrics including meetings (booked, held, rescheduled, canceled), calls (connected, attempted, duration), and emails). Quickly see what your sales team is doing, with filtering options by deal owner, pipeline, and date range.

Activity Dashboard

The Activity Dashboard (opens in a new tab) displays meetings, calls and emails in a single dashboard, with filtering options by engagement owner, and date range.

Data Parrot (opens in a new tab) makes it easy to see all of this information in one place without the headache of creating and managing multiple reports.

Activity Dashboard with Calls, Meetings and Emails in a Single Dashboard with Filters

Polly Says...

Understanding sales engagements is key to improving pipeline generation, deal velocity and win rates - both quantity and quality.

How to Use the Activity Dashboard

Configure your Filters

First choose the date range you are interested in. Choose today, This Week, This Month or a custom date range.

Filtering by Date Range, Engagement Owner

Then optionally filter by engagement owner by clicking the owner button or selecting a preset filter you have previously saved.

Summary Dashboard

The Summary Dashboard provides a table of engagement data that match your filters. Each row is a member of your team and the columns summarize their engagement metrics:

Owner Name: The owner of the engagement.
Booked: The number of meetings booked.
Held: The number of meetings held.
Rescheduled: The number of meetings rescheduled.
No Shows: The number of meetings that were no-shows.
Time Spent Meeting: The total time spent in meetings in minutes.
Connected: The number of connected calls.
Voicemail: The number of calls that went to voicemail.
Failed: The number of calls that failed.
Total Talk Time: The total talk time of the calls in minutes.
Sent: The number of emails sent.
Received: The number of emails received.

Summary of Engagement Metrics for Meetings, Calls and Emails by Owner

Activity Chart

The Activity Chart shows a summary of the engagement data that match your filters. You can filter the chart by engagement type, owner and date range.

Meetings: The number of meetings booked, held, rescheduled and no-shows.
Calls: The number of calls connected, voicemail, failed and scheduled.
Emails: The number of emails sent and received.

Activity Chart for calls, meetings and emails in a single dashboard with filters

Polly Says...

The Activity Chart is a great way to see the trends in your team's engagement and track the progress of your sales team.

Engagement Details

The Engagement Details section provides a detailed view of the engagement data grouped in tabs for Meetings, Calls and Emails. Each tab shows the number of engagements.

Click each tab in the Summary Dashboard Table to see the details for that engagement type.

Meeting Tabs: Booked, Held, Rescheduled, No Shows
Call Tabs: Connected, Voicemail, Failed, Scheduled
Email Tabs: Sent, Received

Here is an example that shows Received Emails:

Example Tab: Received Emails

Here is an example that shows Rescheduled Meetings:

Example Tab: Rescheduled Meetings

Polly Says...

Rescheduled meetings is often a very difficult metric to get from CRM apps. This critical metric reveals if your sales team is chasing uninterested prospects or need to improve.

Quick Tip: Click the Title of the engagement to open the engagement in HubSpot.

Making the Most of the Activity Dashboard

Pin the Dashboard as a Tab: This is a great way to keep the Activity Dashboard always visible and accessible.
Not Just Sales: The Activity Dashboard doesn't limit engagements to just your sales team. Use it to track all activity across your organization.
Export Data: Export the data to a CSV file for further analysis.

Next Steps

Predict Sales with AI Forecast: Boost forecasting with predictive analytics.
Track Deals with Deal Pulse: Monitor deal health and progress.

News Feed Deal Pulse