Category: In this selection box, categories can be selected as selection criteria. These types refer to the category of the sales activity (customer, prospect, …) and restrict the selection accordingly.
Industry: In this selection box, industries can be selected as selection criteria. These types refer to the industries of the sales activity and restrict the selection accordingly.
Period: In this selection box you can enter the period of the evaluation. The selection offers the following options: Daily, weekly, monthly, semi-annually, annually and per quarter.
Action: In this selection box, you can choose actions as selection criteria.
Completed: In this selection box you can choose Action from the document type action as selection criterion. You can search for all uncompleted tasks, for example.
Potential: In this selection box you can select Potentials as selection criteria. These types refer to the potentials of the contact (for example, A, B or C contact) and restrict the selection accordingly.
Reference: In this selection box, you can select references as selection criteria. These types refer to the reference of the sales activity (for example, business areas) and restrict the selection accordingly.