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Basic Reporting Section (Allow PDF/Excel/CSV Export as well as Automated Reports Sent to Client)
under review
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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
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N
Nick Ponte
also being able to export links to the call recordings within the PDF Would be really powerful to show clients.
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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
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Sales & Marketing
under review
S
Sales & Marketing
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Lucas Nealley
Work with B2B customers with multiple stakeholders - having this feature would be a gamechanger.