Activity Summary

This graph shows progress toward Phone Dial, Electronic Messages (Text, Email, and Facebook), and Correspondence type goals. Totals are automatically generated from Tasks logged in MPDX within the date range. The set week range is Sunday-Saturday and column headings will display Sunday's date. The Average column is generated by averaging the 3 completed weeks and does not include the current week in its calculation. 

The color coding of Red, Yellow or Green for the number of Phone Dials reflects the number of dials made compared to the weekly goal of 100. Red (0-79 dials), Yellow (80-99 dials), or Green (100+ dials).

Phone Dials

  • Dials (Weekly Goal 100): The sum of logged “Call” Tasks with a result of Completed, Attempted, and Attempted - Left Message within the date range.
  • Completed: The sum of logged “Call” Tasks with a result of Completed within the date range.
  • Resulting Appointments: The sum of logged “Call” Tasks with a Next Action of “Appointment” within the date range.

Electronic Messages

  • Sent: The sum of logged “Email,” “Facebook Message,” and “Text Message” Tasks with a Result of Completed within the date range.
  • Resulting Appointments: The sum of logged “Email,” “Facebook Message,” and “Text Message” Tasks with a Next Action of “Appointment” within the date range.

Correspondence

  • Pre-Call Letters: The sum of logged “Pre Call Letter” Tasks with a result of “Complete” within the date range.
  • Support Letters: The sum of logged “Support Letters” Tasks with a result of “Complete” within the date range.
  • Thank Yous: The sum of logged “Thank You” Tasks with a result of “Complete” within the date range.

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