SitePad now gives managers a complete view of sales activity performance across their teams.

Available within:

Dashboard → Analytics → Activity Targets

The new dashboard brings individual Activity Targets together into one clear management view, showing:

✅ Total targeted activities
✅ Completed activities
✅ Overall target achievement
✅ Activities remaining
✅ Number of BDMs currently on or above target

Managers can compare activity targets against completed activity over time, review achievement by BDM and identify which activity types are performing above or below expectations.

Activities can include:

• Site and customer visits
• Telephone calls
• Emails
• Meetings
• Configurable note types
• Prospects added
• Leads added
• Candidates added
• Quotations approved

Filters allow the dashboard to be refined by date range, BDM, activity and depot.

A detailed monthly performance table also shows the target, completed total, remaining requirement, percentage achievement and highest-performing BDM for every activity.

This gives managers a much clearer understanding of the sales activity taking place behind the revenue—and where additional focus may be required.