If you use GoldMine’s calendar and have trained your users to complete activites, you have an indispensible tool for tracking the number of activities done on a per-user basis. When my clients look at their best performing sales people, we tend to find, not surprisingly, those with the highest number of activities to be at the top.
Go to Lookup | SQL Queries or in GoldMine Premium Edition Tools | Filters & Groups then click on the SQL Query Tab. Then, paste in this:
select userid, srectype as Type, count(*) as Number from conthist where srectype in (‘A’, ‘C’, ‘M’) and ondate >= ’1/1/2000′ and ondate <= ’6/30/2008′ group by userid, srectype
Change the date range to suite your needs… This counts Appointments (A), Call (C), and Emails (M).
This is a great example of multi-field grouping, and how it can be very useful in SQL Queries.
Don’t forget, you can send these results to Excel:
I found this tid-bit interesting from CompanionLink’s latest newsletter…
Our friends at Apple, Inc. announced that version 2.0 of the Apple iPhone operating system will be available to everyone in June 2008. Now, when Apple says June, we’re all assuming that June 30 is implied. Apple is holding a developers conference on June 9; maybe we’ll get an update at that time (or even see a launch!).
CompanionLink will be able to wirelessly sync with the iPhone as soon as version 2.0 is available to everyone. This means, for example, that your ACT! data will sync two-ways with the iPhone – wirelessly. We’ll continue to support the usual data types: contacts, calendar, activities, notes, histories, opportunities and custom fields.
Don’t forget to use CompanionLink Affinity Code TB5222.
While using a GoldMine, or better yet Crystal Report, will give you complete control over your GoldMine analysis, GoldMine does have several built-in tools that’ll give you a quick way to look at a user’s activity.
Let’s take a look at GoldMine’s statistical analysis… To access use Go To | Analysis | Statistical Analysis (In GoldMine 7.x and below you’ll find this under the View, rather than Go To, menu.)
From here you can change:
- Which user or users to run the analysis for;
- The date range of activities completed, and;
- Limit the analysis to a particular activity or result code.
So pick your options here then click Analyze.
There are three main areas of data, Phone Call Analysis, Activities Analysis, as well as Sales Analysis. Also, don’t forget the Print button to run a System Report to print this data.