Overview

The Sales Activity Report provides a detailed look at your team’s sales performance and daily activity within CaterZen. This report helps you track new prospects, quotes, sales, and conversion rates over a selected time period—giving you a clear view of your team’s productivity and pipeline progress. Use this report to monitor sales trends, measure rep performance, and identify opportunities to increase close rates or improve follow-up timing.

Accessing the Report

  • Go to the More tab in your CaterZen account.

  • Select Reports → Sales Reports.


  • Click Sales Activity Report.

  • Choose your Filter Parameters (see below).

  • Click Generate Report.


Filter Parameters

Use these filters to control which data appears in your export:

  • Date Range – Select the period you want to review sales activity for.

  • Employee – Choose the specific team member whose activity you’d like to view or Everyone (default).


Exporting or Sharing

  • The report automatically downloads as an Excel file when generated.
  • You can also email the report to yourself or another team member.


Understanding the Report

The Sales Activity Report includes a high-level summary and a detailed activity log:

Summary Section

At the top of the report, you’ll find overall sales metrics for the selected date range:

  • New Prospects Added

  • Quotes Generated

  • New Customer Sales

  • Close Rate

  • # of Sales

  • New Sales Amount

  • Average New Sale

  • Total Sales

  • Average Sale Value


Activity Details

Below the summary, you’ll see a list of all activities recorded in your CaterZen account, including:

  • Quotes Created

  • Orders Entered

  • To-Dos Logged

Each entry is timestamped and tied to the corresponding sales rep, making it easy to review individual and team-level performance.


Common Use Cases

  • Sales Team Monitoring: Track the daily or weekly performance of each rep to ensure consistent follow-ups and quote generation.

  • Goal Tracking: Compare total sales and close rates to your team’s monthly goals.

  • Pipeline Analysis: Identify bottlenecks—such as reps generating quotes but not closing orders.

  • Coaching Insights: Use the report to guide one-on-one performance reviews and sales training sessions.

Best Practices

  • Run this report weekly to monitor team performance and monthly to evaluate trends.

  • Combine it with the Sales Commission Report to link productivity to results.

  • Export the data to a shared drive or dashboard for ongoing performance tracking.

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Support

For additional help, refer to the CaterZen Support Center or contact our CaterZen Support Team.


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