Purpose: Help sales teams track customer interactions and help managers monitor team productivity.
What Problem Are We Solving?
Current Problems:
❌ Sales managers don't know what their team is doing daily
❌ When a sales person is sick/on vacation, no one knows the customer history
❌ Customers get asked the same questions repeatedly
❌ Deals go stale because no one follows up
❌ No data to measure sales team productivity
Solution:
Activity Logging System - Sales people log their daily customer interactions (calls, meetings, emails) so everyone has visibility.
Who Will Use This Feature?
👤 Sales User (Primary User)
Example: Sarah - Sales Representative
Talks to customers daily (calls, meetings, emails)
Needs to log what she did so her manager can see
Wants to remember what she discussed with each customer
👔 Company Admin (Sales Manager)
Example: Mike - Sales Manager
Manages a team of 5 sales people
Needs to see what his team is doing
Wants to identify who's productive and who needs coaching
Needs to see complete customer interaction history
🔧 System Admin (Platform Admin)
Example: Admin - Platform Administrator
Monitors the entire platform across all companies
Needs to see system-wide usage statistics
Wants to identify inactive users or companies
Feature Overview: The /activities Page
One page, three different views based on who's logged in:
Same URL: /activities
├─ Sales User sees: "My Activities" (own work only)
├─ Company Admin sees: "Team Activities" (entire team's work)
└─ System Admin sees: "System Activities" (all companies)
🟢 SALES USER: "My Activities"
What Sarah Needs
Goal: Log my daily customer interactions quickly and easily
How Sarah Uses It
Step 1: Going to the Activities Page
Sarah clicks on "Activities" in the main navigation
↓
Opens: /activities page
↓
Sees: "My Activities" page with her logged activities
✅ Activity breakdown by type (calls, meetings, etc.)
✅ Team member breakdown with visual bars
✅ Activity list shows WHO did it (Sarah, Lisa, Tom, Mike)
✅ More filters: Can filter by team member
What Value Does Mike Get?
✅ Team visibility: See what everyone is doing in real-time
✅ Performance monitoring: Identify top performers and those who need help
✅ Coaching opportunities: Data-driven 1-on-1 sessions ("Tom, I noticed...")
✅ Pipeline health: Track proposal volume and customer engagement
✅ Daily standups: "Yesterday Sarah had 4 meetings, Lisa sent 3 proposals..."
Real-World Example: Mike's Daily Standup
9:00 AM Monday Morning Standup:
Mike opens /activities, filters by "Yesterday"
Mike: "Great work yesterday team! Let's review:
- Sarah: 4 activities (2 calls, 1 meeting, 1 proposal) ✅
- Lisa: 6 activities (3 calls, 2 emails, 1 proposal) ✅
- Tom: 1 activity (1 call) ⚠️
Tom, I noticed you only had one activity yesterday.
Everything okay? Need any help with your pipeline?"
Tom: "Actually yes, I'm stuck on the ABC Corp deal..."
Mike: "Let's sync after standup to discuss."
Result: Early intervention prevents deal from going stale
🔴 SYSTEM ADMIN: "System-Wide Activities"
What Admin Needs
Goal: Monitor platform health and usage across all companies
What Admin Sees
System-Wide Activities+ Log Activity
📊 PLATFORM SUMMARY
1,247
Total Activities
77%
Active Users (23 / 30)
90%
Active Companies (18 / 20)
📈 TREND
This month: 1,247 activities
Last month: 1,089 activities
Growth: +14.5% ⬆️
🏢 BY COMPANY
Acme Inc
234
Tech Solutions
189
Sales Corp
156
Marketing Pro
142
050100150200250
⚠️ INACTIVE COMPANIES (0 activities in 30 days)
Beta Corp (Last activity: 45 days ago)
Gamma Ltd (Last activity: 60 days ago)
What Value Does Admin Get?
✅ Platform health monitoring: See overall system usage
✅ Identify inactive customers: Companies not using the system
Note: For MVP, users manually log all activities. In future phases, some activities (like deal stage changes) may be automatically logged by the system.
Success Metrics: How We Measure Success
For Sales Users:
✅ Average time to log activity: Under 60 seconds
✅ Daily active users: At least 80% of sales team logs daily
✅ User satisfaction: "It's easy to use and saves me time"
For Company Admins:
✅ Team visibility: Managers can see all team activities in one place
✅ Coaching effectiveness: Identify low performers within 5 minutes
✅ Customer engagement: Track interaction frequency with customers
For System Admins:
✅ Platform adoption: At least 75% of users active monthly
✅ Company health: Identify inactive companies automatically
