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Dashboard: Activity Type Overview

The Activity Type Overview dashboard provides visibility into non-call activities performed by the field force. It helps users monitor how employee working time is distributed across operational, administrative, training, internal meeting, planning, and business support activities.

Business Value

The dashboard helps management analyze employee workload outside of standard customer calls and improve transparency of non-selling activities. It supports better operational planning, workload balancing, and optimization of field force productivity.

The dashboard helps users:

  • Monitor non-call activities performed by employees.
  • Analyze how working time is allocated across different activity types.
  • Track participation in internal meetings, trainings, and planning sessions.
  • Identify workload distribution across teams or employees.
  • Improve control over non-selling activities.
  • Support operational planning and field force productivity analysis.

Main Users

  • Regional Managers
  • Sales Managers
  • CRM Administrators
  • HR Managers
  • Training Managers

Key Decisions Supported

The Activity Type Overview dashboard supports decisions related to:

  • Employee workload analysis
  • Operational activity planning
  • Training participation monitoring
  • Internal process optimization
  • Non-selling activity control
  • Field force efficiency improvement

Business Questions

The dashboard helps answer the following business questions:

  • How much time do employees spend on non-call activities?
  • Which activity types take the largest share of employee working time?
  • How actively do employees participate in meetings, trainings, and planning activities?
  • Are non-selling activities distributed evenly across employees or teams?
  • Which teams or employees may have excessive administrative or operational workload?
  • How can field force productivity be improved by optimizing non-call activities?

Additional Business Rules

  • Dashboard visualizations are recalculated according to the selected filters.
  • Activity data depends on completed and synchronized CRM records.
  • User permissions may limit visibility of specific employees, teams, territories, or activity data.
  • The dashboard focuses on non-call activities and does not replace customer call performance analysis.