To build a CRM activity report for your team meeting, combine Papo's (https://papo.global/) Deals and Contacts filters to isolate ongoing opportunities and recent contact activity, exporting a consolidated view that shows the updated pipeline and priority actions.
Instead of relying on disconnected spreadsheets or loose notes, you use the data already in the platform to build, in minutes, an accurate picture of the sales moment — without needing a separate BI module.
Summary of what you'll need
| Component | What it filters | Result for the meeting |
|---|---|---|
| Deals filters | Funnel stage, owner, value, creation date | Updated pipeline, total in negotiation, bottlenecks |
| Contacts filters | Tags, lead score, last conversation date | List of hot leads, pending follow-ups |
| Export or segment | List generated by the filters | Document or view to share with the team |
How to combine Deals and Contacts filters in practice
You don't need a ready-made report to get started. Papo's CRM lets you create dynamic views with the native filters in the Deals and Contacts sections, saving these views or exporting them quickly.
1. Build your pipeline slice with Deals filters
Go to the Kanban view or the Deals list in your account. There you can apply filters to reflect exactly what matters for the meeting:
- Funnel stage: see only cards in "Proposal Sent" or "Negotiation".
- Owner: focus on a specific salesperson's pipeline or the whole team's.
- Value: filter by deal size range if the meeting focus is high-value deals.
- Creation or update date: keep only opportunities moved in the last 7 or 15 days on the radar.
The Kanban itself becomes a visual agenda: the columns show the volume and total value in each stage. If you prefer to bring a list to the meeting, export the filtered Deals list in the available format (CSV, for example) — that way you have the pipeline in hand, updated up to the moment of extraction.
2. Generate the list of active contacts and pending actions
In the Contacts section, filters let you see who is hot or needs a follow-up. For the activity report, these usually work well:
- Tags (markers): "Hot Lead", "Requested a Quote", "VIP Customer".
- Lead Score: contacts with a high score (e.g., above 3 stars).
- Last conversation date: identify those who haven't been contacted in X days and need re-engagement.
- Source: leads from Extrator, campaigns, or a specific channel.
The result of this filtering is a list of contacts that concentrate recent activity and next steps. As with Deals, you can export the data or save the filter as a segment, reusing it every week without recreating the criteria.
3. Cross-reference the information for the meeting
With both lists in hand, you have the essential elements for any sales agenda:
- Hot pipeline: Deals filtered by stage and owner.
- Contact activity: who interacted recently, who has an opportunity tag, and who is stalled.
- Next actions: from the filtered contacts, see which are associated with ongoing Deals and prioritize follow-ups.
You can even use saved segments to build a recurring view: create the segment "Hot Leads of the Week" and the segment "Deals in Proposal — Team A", and both will be one click away at the next meeting.
Who this type of report is useful for
- Sales managers who need to lead the meeting with concrete data, not perceptions.
- SDRs and salespeople who want to arrive at the meeting with their book organized and the day's actions already prioritized.
- Entrepreneurs who closely monitor sales and want a quick snapshot of funnel health.
Frequently asked questions
Can I schedule this report to be sent automatically?
Yes. Papo lets you schedule automatic email delivery of reports to managers. This way, the material arrives in the inbox before the meeting even starts, without relying on manual exports. Configuration details are described in the article about scheduling reports.
Are the filters I create saved for next week?
Any combination of filters in the Contacts section can be saved as a segment, which updates automatically as new data enters the CRM. Just name the segment (e.g., "Weekly meeting — hot leads") and access it when needed.
What Deals data can I export?
Exporting the Deals list includes information such as title, value, funnel stage, associated contact, and owner. It is enough to analyze volume, potential revenue, and how the book is distributed among team members.
Can I see the pending actions for each Deal?
Yes, the platform displays the activity history linked to each Kanban card. For an overview, you can combine the Deals list with the list of contacts that need follow-up and manually associate next steps — many teams build this column in the exported spreadsheet itself.
Do I need special permission to access these filters?
The Deals and Contacts filters are available to any user with access to Papo's CRM. The account administrator can restrict the visibility of certain pipelines or inboxes, but filtering itself is native to the platform for all authorized agents.
Read also
- How to schedule automatic weekly sales report sending
- How to generate a conversation report by channel and export data to CSV
Start building your meeting reports →
With Papo, your pipeline and contact activity are always one filter away — no more building spreadsheets from scratch before every meeting.