Basic Reporting Section (Allow PDF/Excel/CSV Export as well as Automated Reports Sent to Client) | Reporting

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Basic Reporting Section (Allow PDF/Excel/CSV Export as well as Automated Reports Sent to Client)

under review

Chris Forsey

I've had multiple clients ask what kind of reporting is available.  It would be really nice to have a "Reports" section where we could generate at least basic reports to start.
Features of Reports:
Generate PDF
Export to CSV/Excel
Setup a Recurring Report that is generated and emailed out to someone automatically each month.
Types of Reports:
Source Report - How many leads came in from what source during a specific date range.
Tags Report - How many leads were given a specific tag during a specific date range.
Won Report - How many leads were won during a specific date range.
Lost Report - How many leads were lost during a specific date range.
Abandoned Report - How many leads were abandoned during a specific date range.
Average Response Time - This report would show how long it is taking for staff to respond to incoming messages.
HIGHLVL-I-477

July 3, 2019

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Nick Ponte

also being able to export links to the call recordings within the PDF Would be really powerful to show clients.

BRANDING AUTOMATED

How is this still not a thing?

Adal Bermann

Agreed with Shanta about being able to build a custom report page... and if that's not possible, at least having a CSV data-download feature where we can pick fields we want to generate a spreadsheet report.
For me specifically, right now I want to be able to have a page that compares the performance of different CRM users inside an instance so that I can keep my sales team accountable:
Per user:
> number of calls
> number of appointments
> opportunities created
> opportunities moved to a further stage
> opps closed Won & Lost
> total revenue from New transactions made by contacts that are linked to WON opportunities assigned to that user in our "Sales" pipeline
> total revenue from recurring subscriptions of contacts that are linked to WON opportunities assigned to that user in our "Sales" pipeline

Sales & Marketing

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under review

Sales & Marketing

Merged in a post:

Reports to Send to Clients

Shanta Adhikari

It would be super duper cool to have a report/analytics tab that we can automatically send to clients of relevant information & stats that we can customize. Maybe even control it from the agency account.

HIGHLVL-I-1313

May 2, 2020

August 15, 2022

Lucas Nealley

Work with B2B customers with multiple stakeholders - having this feature would be a gamechanger.