Activity reporting templates and custom insights now available in Copper 🥳

Activity reporting templates and custom insights now available in Copper 🥳

You asked, and we listened! We’re happy to announce activity reporting templates and custom insights are now available to our professional and business plan account admins 🎉

With our new activity reporting templates and custom insights builder, you can quickly and easily see the deals in play to help measure success and keep your team motivated and important processes flowing smoothly.

 

Activity reporting will help you: 

  • Keep your team happy and energized by recognizing team members doing great work, and motivating them with targeted and constructive coaching.

  • Get visibility into your team’s day-to-day activities so you can measure success and better identify opportunities — no need to dig through a clunky spreadsheet. 

  • Understand the activities driving success so you can build scalable team processes that keep deals moving forward and help nurture key relationships. 

  • Easily identify high-value clients, ensuring your most important relationships are receiving the attention they deserve.

 

And the fun doesn’t stop there 👉

 

Time zone support

We’re meeting you where you are with our new time zone support. Reports will now timestamp in the account owner’s set time zone instead of UTC. No more mental time zone conversions necessary 👌

 

Report refresh rates

Over the coming months, Copper will be working to increase our New Reports refresh rate! We’ve made good progress so far by adding additional refresh periods and we’re continuing to work towards real-time updates 🔄 Keep an eye out for more info. 

 

Get moving with activity reporting

If you’re ready to dive deeper into activity reporting templates and the custom insights builder, check out our reporting best practices article available on Copper Community. 

 

Activity reporting is only available on the professional or business plan. To learn more, reach out to our sales team at sales@copper.com.

 

We look forward to hearing what you think about activity reporting!

Super excited for this feature! Tagging all our Community members who have previously asked about this - 

@raian @alex @Keira @Veronica Hayter @bkelly @kyle @emily@blusharkdigital.com @patrycjad @meg_superfly @eegeland @shalyn @RobWoods5488 @lgolanty 

Let us know your thoughts of if you have any questions. :)