Action Overview Analysis
With actions,
To cultivate relationships and emotional connections with
Tip: To analyze how your
While we recommend high-value phone calls and meetings, any interaction or activity can help cultivate a relationship! With the Low value count, you can view how many actions with categories other than Phone call or Meeting meet the filters.
Tip: For insight into how your organization engages constituents through tasks and interactions, compare this count to the High value count.
Tip: To analyze which categories of actions your
With the Past due count, you can view how many actions — based on the filters — are past their due date and not marked as complete. To keep constituents engaged, determine why these tasks and interactions stalled out and prioritize their completion.
With the Upcoming count, you can view how many actions — based on the filters — have due dates in the future and are not yet marked as complete. To ensure timely activity, plan to complete these actions by their due dates.
With the Completed count, you can view how many actions — based on the filters — are marked as complete. Nice work! To continue to cultivate relationships with constituents, plan follow-up interactions as necessary.
Tip: To view a list of actions included in the number-crunching, select the count. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.