Ability to use custom fields in the opportunity widgets in the dashboard
Within the opportunity widget, filter options are limited to: Date Created Date Last Updated Date of Status Change These selections are available in the "View by," "Date Property," and "Conditions" dropdown fields. However, we have customers who need to filter opportunities based on their own unique criteria, represented by custom fields in the opportunity. Allowing to filter opportunities using custom fields will significantly enhance the flexbility of the opportunity widget and the reports that can be generated.
Fix the WIDGET "Opportunity Revenue Over Time" to actually report on revenue.
The widget template "Opportunity Revenue Over Time" is supposed to sum up "revenue" but it actually sums up "lead value"...which is quite a different thing. This needs to be fixed to actually report revenue. Thanks. p.s. all the opportunity widgets that are tied to revenue have the same problem.
Ability to customize the widgets.
There should be an option to customize the widgets look, change the date format and increase the width of dropdown filters.
💰 Dashboard Widget: Transaction Sales Data + Subscriptions Sales Data
Being able to track revenue based on Transactions in HighLevel (strip integration + HighLevel Invoices) As well as track Subscription revenue calculating Monthly Recurring Revenue and Annual Recurring Revenue
Lead Source Report
Before the most recent update the lead source report showed all of the lead sources. Currently it only shows the top 10. My account has been tracking every source so they can evaluate what sources to drop next year...can we add the ability to see all lead sources back in the report?
URL REDIRECT ANALYTICS
I'd like stats for URL redirects. I'm tired of using Pretty links, url genius or bitly etc...
Custom Value Widget in Dashboard
It would be nice to be able to display custom values in the dashboard. So if we have a custom value that increments every time something happens, we could display that front and center on the dashboard.
Rolling date ranges in Dashboard Reports
Hey there! It would be great to have rolling date ranges in the dashboard report... "last 90 days", etc. Also, if we could add This Quarter and Last Quarter as options, that would rule.
Click On Segment in Dashboard and Get Taken to Relevant Opportunities View with Correct Filter
Make it that when you click on any segment in the dashboard (for example, opportunities in the "won" status), you are redirected to the opportunities page, already filtered by date range and pipeline stage as per the date range you have in the dashboard and the segment you clicked.