Strategy Brief

One of the pre-built reports available in Thryv Reporting Center™ is the Team Activity Report. This report provides metrics on your staff activity, including the amount of appointments they're completing, and the revenue they are generating.

This report provides a clear, objective look at how your staff is engaging with customers, from the number of appointments booked to the speed and frequency of follow-ups. By staying on top of these metrics, you can celebrate your high-performers and identify areas where additional training or support might be needed.

Regularly reviewing team activity ensures that no lead falls through the cracks and that your staff stays aligned with your business goals, ultimately creating a more professional and reliable experience for your customers.

Tips to make sure this report is effective

• Make sure that your staff members are tracking their activity with clients in Thryv Business Center™, and keeping track of appointments, estimates, and invoices

Insights gained from this report

• How often your staff's estimates are converting to invoices
• How many appointments your staff members are completing
• How often each staff members' customers are turning into repeat customers

Actions you can take from this report

• Load balancing by reassigning appointments to staff members
• Provide coaching or best practices when a staff member is sending a high number of estimates, but not necessarily converting them to paid invoices
• Recognize your top performers!