My sales leadership would like a report that shows a sales reps book of business and what percent of accounts have they logged activity. We use Einstein activity capture so I’ve tried accounts with unified activities and also created a custom report type accounts with or without unified activities, but I don’t know how to Report that will show the percent of owned accounts with a activity .
Thank you for your help.
4 respuestas
Their isn't away to create those formulas as the EAC date and time fields do not allow for that. A workaround is to create a custom report type Accounts w/wo Activities and group Activity date and time field by Month. Its not perfect but its something I can show leadership. EAC reporting is a beast.
