Go into Outbound.

along the side, click "Reports"

Click the calendar icon to filter the report down to last weeks data.

Scroll down to the bottom of the page and click "Export Data"

When this pops up, click yes, this will email you the data in an excel spreadsheet

Email should come through in a couple mins, download and open file

Enable editing, then go down to the "Activities" tab at the bottom

Select all by clicking button in corner as highlighted, now to unmerge these, click "Merge and Center"

Now scroll to the bottom of the page and take out the 2 lines shown in the photo.

Now sort the "Action" Column from A-Z

Now sort the "User" Column alphabetically

1. Select All
2. Go into the "Data" tab at the top 
3. Click "Subtotal"
4. Change it to read as highlighted/Below:

At each change in ACTION ,

Use function: COUNT

Add subtotal to: ACTION

From here, click the 2 column

Now add another column to add in the names of the activity's. go down and add the names as shown in photo

Now, open the Sales Activity Calculator FY25 Excel.

Add new tab at the bottom and name it with the date (see example 28-04)

Highlight TEMPLATE page and copy it and paste it onto new tab (28-04)

first thing we do is find out how many days each person worked

First place to look for this is on the Bamboo Calendar, note down how many days each sales rep has been at work

Next, hav a glance over the Movements chat to check that there wasn't anyone away that wasn't recorded on bamboo.

Put this into the excel 

Now go through and put in how many Sales mins available to date using the table .

this will set the caculator

Now, with the Sales time caculator on one screen and the Outbound Report on the other screen, go through an input the activity numbers, this will calculate a Proactive Sales Time %.

PLEASE NOTE: If any ph calls/actions have been put in late for the wk before, they will show as for that wk. take these out. also do the same that didnt get entered on that week and had been entered this morning,

Highlight the Proactive Sales Time % column and drag across to then sort by Largest to smallest.

Average the Proactive Sales Time % at the bottom but exclude Hayden, Holly and anyone that doesnt work any days that week, out of the average

Take a snip of this table and send to the sales team as per example