The Activity Scoreboard counts the activities your team logs, so you can compare users, activity types, and date ranges on one screen.
What the Scoreboard Counts
- Calendar tasks and events that are marked completed and linked to a company, deal, or person
- Activities added to a company, deal, or person, grouped by category
- System-generated notes created when something changes on a deal, company, or person
Open tasks and events don't count, and neither do completed ones that aren't linked to a record. If a user's totals look low, check that their tasks are completed and linked.
Open the Scoreboard
- Go to Reports.
- Select the Scoreboard tab.
Change the Date Range
Use the date range selector to pick the period you want to review or compare.
Add or Remove Columns
- Click the Columns icon.
- Select the columns you want to show.
Sort and Filter
- Sort: Click any column header. This is handy for seeing who logs the most or fewest activities.
- Filter by user or team: Use the Owner column. It's the only column you can filter.
Apply a Saved Activity Report List
If you saved a filtered list in the Activity Report, select it as a segment to apply the same filters to the Scoreboard.
Read the Totals
Totals for the selected date range appear at the bottom of the table.
Save, Export, or Duplicate the Scoreboard
- Save: Save your customized Scoreboard so you can come back to it later.
- Export or duplicate: Click the three-dot menu in the top-right corner, then select Export or Duplicate.
Exporting needs the export permission on your user, and includes only the records you can see.
Need help? Contact support at customercare@pipelinecrm.com.