Activities charts

The third of the three chart sections deals with activities linked to opportunities in Method. This information is displayed based on the user and date filters you set on the screen (see Using the chart screen for details). There are three charts in this section, each of which are detailed below.

Overdue Activities by User

This chart displays:

  • The users who have overdue activities in the date range.
    If a user has no overdue activities in the date range, that user is omitted from the chart.
  • The number of overdue activities per user

Hovering over each section of the chart displays the exact number of overdue activities.

In this example, Sam has two overdue activities assigned to him.

Clicking Sam's bar opens a list showing the overdue activities:


This shows Sam has two overdue activities.

Ideally, at the end of the day, all activities should be completed, and you should see no overdue activities in this chart.

Activities by Type

This chart displays:

  • All activity types assigned to completed activities within date range.
    If no activities of a given type were completed in the date range, that type is omitted from the chart.
  • The total number of completed activities of each type

Hovering over each bar displays the exact number of completed activities.

In this example, there have been two completed email outgoing activities.

Clicking the bar opens a list showing the completed activities:

This shows all two completed email outgoing activities, including the contact, the assigned Method user and any pertinent comments.

Upcoming Follow-ups by User

This chart displays:

  • The user(s) assigned follow-ups in the given date range
    If a user is not assigned a follow-up in the date range, that user is omitted from the chart.
  • The total number of assigned follow-ups for each user
    Regardless of date range, follow-ups from before the current date and time are not included in this chart

Hovering over each bar displays the exact number of upcoming follow-ups.

In this example, Kelly has two upcoming follow-ups assigned to her.

Clicking Kelly's bar opens a list showing the follow-ups assigned to her: 

This shows all two upcoming follow-ups, including the contact, the activity type and any pertinent comments.

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