Give managers a clear, fair picture of every rep's week without a single status meeting. This automation gathers each rep's calls, emails, meetings, and deal movement into a weekly report and delivers it on schedule, so coaching is grounded in real activity, not guesswork.
What's Included
- Activity rollup: combine calls, emails, meetings, and stage changes per rep.
- Side-by-side view: compare the team in one report to spot what is working.
- Outcome link: tie activity levels to deals advanced and closed.
- Auto delivery: send the report to managers on a set schedule.
How To Use
- Clone this automation and connect your activity and pipeline data.
- Choose the metrics and reporting period in the Actions step.
- Set the recipients and delivery day.
- Enable the toggle to start sending weekly reports automatically.
Pair it with the Sales Pipeline CRM or browse more sales systems in the Community Gallery.