Follow performed actions month by month

From your Analytics, follow which type and how many actions your team has sent from Upflow!

Nolwenn Launay avatar
Written by Nolwenn Launay
Updated over a week ago

With our Actions graph from your Analytics tab, you can follow more closely performed actions month by month:

  • Action type: manual or automatic emails, calls, simple or registered letters;

  • How many;

  • Evolution over the last 12 months;

↪️ Actions performed over the last 12 months by a specific Account Manager.

This feature helps you to:

  • See the time saved by these actions on your collection process;

  • Monitor the activity of the team as financial manager or monitor own performance;

  • Have a quick overview of the distribution of each action by type, especially for automatic actions;

  • Improve your workflows thanks to precise data.

Do you want to see the number and type of actions performed by one or more account managers? A specific workflow? Other criteria? It's possible!

Find out more in our detailed FAQ article: Filtering and exporting analytics. 🎉*

↪️ Actions performed over the last 12 months according to a specific workflow.

Any questions, suggestions? Get in touch!

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