Daily Reporting
Submit your daily activity to track productivity.
How to Submit
- Go to SDR Productivity > Reports
- Click Add Report button
- Fill in today’s numbers
- Click Submit
Report Form Fields
| Field | Description |
|---|---|
| Date | Today (read-only) |
| Personalized Outreach | Outreach attempts made |
| Positive Engagements | Responses received |
| Meetings Booked | Meetings scheduled |
| Conversions | Deals closed |
| Notes | Optional comments (max 1000 chars) |
Submission Rules
- One report per day per user
- Reports can only be submitted for today
- Submitting again updates existing report
- Historical reports require admin edit
What Counts
Outreach
- Personalized emails (not bulk)
- LinkedIn messages
- Phone calls (attempts)
- Text messages
Engagements
- Positive email replies
- Call connections
- LinkedIn responses
- Any interest signal
Meetings
- Discovery calls scheduled
- Demo meetings booked
- Follow-up meetings
Conversions
- Deals marked as won
- Contracts signed
- Payments received
Auto-Calculated Fields
Some metrics are auto-populated from the system:
- Leads Extracted - From lead capture activity
- Leads Filtered - From QA process
- Leads QA Passed - From quality checks
Best Practices
| Do | Don’t |
|---|---|
| Submit daily at end of day | Wait until end of week |
| Be accurate | Inflate numbers |
| Include notes for context | Leave notes empty |
| Track everything | Skip “small” activities |
Editing Reports
- Your report is editable same day
- Admins can edit any report
- Use notes to explain corrections