There are 5 reports inside the User Activities Dashboard

This dashboard allows you to view the actions that users have taken inside Vincere and you can view completed and scheduled actions.

What does the UA Dashboard measure? 

Raw numbers of certain actions that have been taken - i.e. just shows you the number of actions, not the number of actions measured against a target.

What is the purpose of the UA Dashboard? 

  • Can be used as an on-boarding tool when starting to use the system - you can easily see which consultants are using the system and which are not.
  • Can be used as an on-boarding tool when new consultants joins your business. 

Structure of the dashboard:

Activities Overview: total number of each Activity type that has been completed in the filtered time period 

By Consultant: total number of each Activity type that has been completed by each consultant in the filtered time period

Report Data:

'By Entity' measures the number of unique records that have had an Activity recorded against them; 

'Drill-Down Log' provides a list of all Activities that have been taken inside the system 

Easy, right? 🥇#TheVincereWay

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