Create an agency dashboard where we can see all of the account leads without having to go in one by one
S
Scott Tyler
Yes, It would be very helpful to be able to see an Agency Reporting Tab on the Agency dashboard that shows all of the major reporting statistics of the subaccounts.
For example, being able to see a total of all calls generated, form fills generated, etc. It doesn't even need to be detailed or show the specifics of the call or form fill. This can be looked at at the subaccount level if needed to go deeper.
But being able to see a quick snapshot of how each subaccount is doing on one summary page would be amazing.
Generate a list of all subaccounts in one spot that can be filtered by ascending/descending order. And then being able to filter by date range, filter by amount of calls, filter by amount of form submissions, etc.
This would be very helpful when trying to determine at an agency level how other subaccounts are doing compared to others without having to go into each one individually to see the stats.