The Sales Activity Reports provides users with an idea of their current sales activities (i.e., what is pending, booked or declined for a specified time period).

•    Choose the proposal status

•    Pending – orders that are proposals and have yet to be booked

•    Booked – orders that are contracts and that will go to air

•    Declined – orders that were declined by the user

•    Select the Beginning Week and Ending Week for the report – the maximum and default is 13 weeks.  Change the begin/end date by using the up and down arrows to the left of the date fields

•    Select whether the Primary bookings will be reported on (check marked is the default)

•    Select the AE, Clients, Order Types, Products, and Agencies.  The default is “All” but each can be chosen individually by clicking on the “Select” button

•    Choose whether Direct contracts will be included, or the Report is to reflect Direct Only contracts (those that do not have an agency)

Once all options have been selected, click on the Do Report button

The report will look similar to the following.  The report indicates what “Pending” business each Rep has, giving the agency, advertiser, demo, Net Totals and Gross Totals