Add all GHL data as Dashboard Widgets
upcoming
M
Mark Torres
We'd love to use Dashboard Widgets to automate our reporting.
Here's an idea of what we are looking to Dashboard:
-Customers added with a tag (this already exists)
-emails/sms sent to those customers (with open rates)
-funnel page views
-forms submitted (number)
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David Hall
The widgets and reporting is one of the major flaws of the system. So much has been put into great new features, but the reality is that, if we cannot get true and accurate reporting for a business, the value is significantly less.
For example, something as simple as pulling detailed reports of open opportunities by pipeline stage that would show all of the opportunity data or give columns instead of just a name is crucial to being able to know where any specific person truly is in the process.
Having the ability to create custom reports or widgets based on virtually any aspect of the system is a HUGE must for any data-driven agency or company. Without it, everything is simply a guess.
T
Tushar Datt Upadhyay
upcoming