Set your criteria above, then click Search to run the report — nothing below updates until you do. All sections (summary, breakdowns, activity log, and follow-ups due) refresh together.
📞 Activity type breakdown
Counts for the selected period and BD executive filter above — set Period to "Today" to see today's cold calls, or "Last 7 days" for the week. Ignores the Activity type filter (that one only affects the log below).
Executive
Cold Call
Follow-up Call
WhatsApp
Email
Meeting
LinkedIn Message
Other
Total
Stage entries in this period
How many accounts entered each stage during the selected period — not the same as how many are currently in that stage.
Accounts currently in this stage
Select a stage above to see the current list of accounts sitting there — respects the BD executive filter too, not the date range (this shows where things stand right now).
Company
Primary contact
City
Owner
In stage since
By BD executive
Executive
Leads created
Discussion
Proposal & Pitch
Negotiation
Won
Lost
Activities logged
Attribution only covers activity from after this feature was added — entries from before then show under "Unattributed".
📋 Activity log
Every individual activity matching the Period, BD executive, and Activity type filters above — the actual list behind the counts, e.g. every cold call logged today.
Date
Account
Type
Outcome
Logged by
Notes
📅 Follow-ups due — looking ahead
Forward-looking — uses the "Follow-ups due window" criterion above, separate from Period which only looks backward. Respects the BD executive filter.
Follow-up date
Status
Account
Contact
Phone
Discussion
Next action
Logged by
Contacts
Move to stage
Stage history
Activity log
Add account
Assigned once the account reaches Won / Active Client — until then it stays with the BD team.
Add contact
Import accounts from CSV
Use the same column headers as the template: Company, Contact Name, Designation, Phone, Email, City, Industry, Lead Source, Referred By, Stage, Owner, Notes.
Blank Stage defaults to "Lead Generation & Prospecting"; Owner is ignored unless Stage is Won / Active Client.