Sub Account Dashboard and Reporting: New Fields and Filters

We've listened to your feedback and added new fields and filters to give you even greater control and insights within your dashboard and reports.

👀 What’s New?

Opportunity's Phone Number:
Now available as a table column.
Opportunity's Primary Contact Name:
Added as both a widget filter and a table column.
Opportunity's Followers:
Available as a widget filter, table column, and in Group By and View By options.
Opportunity's Business Name:
Added as a widget filter and table column.
Opportunity's Tags:
Included as a widget filter and table column.
Contact's Address:
Now available as a widget filter and table column.
Contact's Followers:
Added as a widget filter, table column, and included in Group By and View By options.

👷 How It Works:

⭐ Why it Matters:

These updates make your dashboard and reporting even more powerful:

Enhanced filtering options help you uncover deeper insights.
Improved reporting capabilities ensure you're seeing the data that matters most.
Provides a more tailored experience by aligning your data with your business needs.