A sales manager at my company supplies her sales team with a “weekly call list” of existing accounts in salesforce. She needs her reps to reach out and touch base and she wants an activity engagement report so she can see who's completing the call list she provides weekly and which accounts still need to be outreached.
She mentioned percentages like what percent off Accounts are being reached out to versus the percent not. How would I build this report?
How are the calls/activity being logged in Salesforce? Are the users using the Log a Call button to create a completed Call Task on the Contact or Account record?
If they are, you could easily use that to create separate Called/Uncalled Reports using the Last Activity Date field on the Account, Lead, or Contact (whatever the "weekly call list" is)
Then you create create a Row-Level Report Formula, or a custom Formula Field on the Account, Lead, or Contact that returns a 1 or a 0 if the record was called or not.
Like this
IF(ISBLANK(LAST_ACTIVITY), 0, 1)
Then you can sum the 1's and divide that by the Record Count to get your Call Rate% using a Report Summary Formula like this
CDF1 = my Row-Level Formula above
CDF1:SUM / RowCount
