Ready to unlock the full potential of your Meetings and Tasks with Teamleader Focus? In this article, we dive into the different reports that can transform the way you work, breaking down the value of each report and how they can drive your success.
Need general information first on the Insights module & how to customise your reports? Discover everything about Insights here. |
Or take a look instead at the Insights Library on CRM, Sales and Productivity, the Insights Library on Revenue, Invoices & Subscriptions or the Library on Projects. |
Enrich your Insights even further thanks to our Insights Booster you can add on top of your package. Read all about it here! |
Do you prefer to watch our instructive video first? You can do so right here:
Meetings
Below you'll find a list of all insights reports related to your meetings.
Weekly Meetings done report
Overview of meetings done vs to-do by your team members.
Deals Meeting Report
Overview of meetings linked to open and won deals that are done vs still to-do.
Customer Meeting Report
Overview of meetings linked to customers that are done vs still to-do.
Time tracking on Meetings Report
Breakdown of the time tracked on meetings by team members.
Meeting locations
See where this week’s meetings are located.
Tasks
Below you'll find a list of all insights reports related to your tasks.
Monthly tasks report
A monthly overview of tasks by their status.
Tasks in a project
An overview of tasks by projects and project groups.