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With our Actions graph from your Analytics tab , you can follow more closely performed actions month by month:
  • Action type: manual or automatic emails, calls, simple or registered letters;
  • How many;
  • Evolution over the last 12 months;
This feature helps you to:
  • See the time saved by these actions on your collection process;
  • Monitor the activity of the team as financial manager or monitor own performance;
  • Have a quick overview of the distribution of each action by type, especially for automatic actions;
  • Improve your workflows thanks to precise data.
Do you want to see the number and type of actions performed by one or more account managers? A specific workflow? Other criteria? It’s possible! Find out more in our detailed FAQ article: Analytics - filter and export your data. 🎉 Any questions, suggestions? Get in touch!