What it is

The weekly sales activity report workflow pulls every rep's CRM activity from the past week and compiles it into one structured report. It tracks calls made, meetings conducted, proposals sent, and deals closed per rep, then calculates conversion rates, average deal sizes, and team-wide totals. You get individual breakdowns and a side-by-side comparison table so you can see exactly who did what without opening your CRM.

What it solves

Sales managers spend hours every week digging through CRM dashboards, piecing together what each rep accomplished. By the time they have a complete picture, the data is already stale. Reps under-report activity because logging feels tedious, and managers miss patterns because the numbers live in five different views.

This workflow eliminates the weekly data-gathering ritual. It surfaces activity gaps before they become pipeline problems, catches reps who are doing tons of calls but closing nothing, and gives managers a single weekly snapshot they can act on instead of a CRM they have to investigate.

How it works

Every Monday, Super queries your CRM for each rep's activity from the previous week. It pulls outbound calls, meetings held, proposals sent, and deals closed, along with deal values and stage data to calculate conversion rates and average deal sizes per rep.

It then checks Slack for internal deal discussions, wins announced, or blockers mentioned by the team. For each rep, it compiles an individual performance card showing their activity counts, sales metrics, and notable achievements. Finally, it generates a team comparison table ranking reps side by side, highlights weekly trends compared to previous periods, and includes a pipeline status section showing upcoming expected closes.

How to use it

Set it up to run every Monday morning before your team's weekly standup. The report lands in Slack with everything formatted and ready to discuss. Managers scan the team comparison table to spot who needs coaching, celebrate top performers, and identify activity patterns that predict pipeline problems.

Customize the metrics based on your sales process. If your team runs demos instead of sending proposals, adjust accordingly. Use the weekly trends section to track whether activity levels are climbing or dropping. Share the pipeline status with leadership so they stop asking for forecast updates every Friday.