CRM User Activity Report

What is a CRM User Activity Report? Customer relationship management (CRM) user activity reports are considered control and audit tools. They are often used by sales managers and CRM administrators to determine how frequently each user updates different areas of the CRM system. Some of the key functionality in this type of dashboard report is that it shows the number of leads, opportunities and accounts updated by person within a given time period (e.g. the past 4 weeks or year-to-date). The top portion of the report shows this data in charts and the bottom of the report displays all the transactions that were created or updated in the chosen time frame You find an example of this type of dashboard report below.

Purpose of User Activity Reports Companies and organizations use User Activity Reports to make sure that all CRM users are actively using and updating the CRM system. When used as part of good business practices in a sales and marketing department, a company can improve its sales process automation analysis as well as reduce the chances that sales revenues are lost because certain users (including those that left the organization) never updated the CRM system.

Who Uses This Type of Dashboard report? The typical users of this type of dashboard report are: Sales and marketing managers, CRM administrators. Other Dashboard reports Often Used in Conjunction with User Activity Reports Progressive sales and marketing Departments sometimes use several different User Activity Reports, along with data quality reports for leads, accounts and contacts, pipeline reports, campaign reports, opportunity reports and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics 365 (CRM), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce, Hubspot and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

This Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the CRM User Activity Report in Solver? The CRM User Activity Report is a pre-built xFP&A report template in Solver that delivers key financial and operational metrics in a single, easy-to-use interface, eliminating the need for manual data work or custom report development.

Who uses this Solver report template? Cfos, fp&a managers, and controllers rely on this Solver report template for consistent, parameter-driven reporting that can be run on demand or on a scheduled basis. It eliminates the manual work typically required to produce this type of analysis.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

To learn more, visit the Resource Library.