Overview
If you completed activities but they are missing from The Sales Readout, it is usually one of three things: the activity is not property-specific, it is not marked complete, or it falls outside the report's date range. Check these in order.
1. The Activity Is Not Property-Specific
The Sales Readout is generated per property. An activity only counts for a property if it is associated to a Lead or an Opportunity at that property.
Accounts and Contacts are shared across all hotels, so they sit above property level. An activity linked only to an Account or Contact has no property to report against.
Fix: open the activity and associate it to the relevant Opportunity or Lead. (See How to Make an Activity Property-Specific.)
2. The Activity Is Not Completed
The Sales Readout reports on completed activities. An activity that is still open or scheduled for the future will not appear in the completed-activity sections.
Fix: mark the activity complete once it is done, and add your results in the activity details.
3. The Activity Falls Outside the Date Range
The Sales Readout covers a specific period (for example, This Friday Weekly, or a custom range). An activity completed outside that window will not show.
Fix: when generating the report, confirm the date range covers when the activity was completed.
Quick Checklist
- ☐ Activity is associated to an Opportunity or Lead (not just an Account)
- ☐ Activity is marked complete
- ☐ Completion date falls inside the report's date range
If all three are true and it still does not appear, email support@m1intel.com.
Questions? Email support@m1intel.com