Detailed Activity Report (DAR) for coaching and insights

• Open your Detailed Activity Report email — it arrives in your inbox each morning and covers every note your team created the day before.

• The Executive Summary gives you a brief overview of what your team worked on — who's active, what's moving, and where attention is needed. 
• The Signals section highlights the highest-priority items pulled from the day's notes: live opportunities, competitive threats, and urgent customer requests. Each signal includes:
  • The customer and the opportunity or risk.
  • What action is needed and who owns it.

For each signal, confirm the rep has a follow-up task in place and knows it's a priority.

• The Watch section surfaces emerging risks and situations to monitor. These aren't urgent yet — but they could be and can include:
  • Structural changes at an account (ownership shifts, internal restructuring).
  • Pricing pressure or a competitor gaining ground.
  • Customer behavior that suggests buying patterns are shifting.

Bring these to your next coaching check-in as talking points. 

• The Follow-Ups section confirms tasks are assigned and due dates are realistic. Each follow-up shows the rep, the customer, what needs to happen, and when such as:
  • Follow-ups clustered on the same date.
  • Any rep carrying more open tasks than they can realistically handle.
  • Overdue items that may have already been missed.

Check in with reps who have a heavy follow-up load for the day. 

• Top Note Creators gives insight into field activity. Who's logging the most notes? Who isn't showing up? Low note volume isn't always a problem — but it's worth understanding why.
• Bring what you learned into your coaching conversations. Use the report to ask specific questions "I saw you have an engine overhaul estimate due today — how's that looking?"  Recognize wins and flag risks before they become problems.