Sales reporting
planned
J
Jacobus Fourie
More robust sales reporting and sales forecasting. Pipeline accumulative reporting for each quarter. The current reporting is not up to standard and it's making it difficult to convert business, as it does not cater for sales teams, reporting and sales managers to easily monitor and engage the sales team based on their performance as depicted in the sales reports.
Can we URGENTLY get this done?
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C
Cyle Sicurella
Simple Sales Report: I sold $1,500 worth of "x" Product this month. Need the ability to filter by product and say generating x revenue from this product vs others.
D
DMC Team
Speed to lead stats, as in being able to report on how fast a sales person is responding initially to an incoming lead, would be fantastic!
S
Samuel Wood
Any ETA?
M
Meghan Donnelly
ETA??
C
Cecile Cantin
Yes please, WE NEED THIS ASAP! it is a deal breaker for most of our clients. We need the ability to track leads & sales revenue against a forecast per team and specific sales person. Thanks
C
Clayton Sinclair
Need the ablity to create reports/widgets with formlulas (as per Consolidata) to enable conversion rates and related views/analysis.
K
Keith Besherse
A
Albain Maz
WE NEED THIS ASAP !
Come'on guys, you're the GOAT with your tools, marketing, workflow, etc
But why we can not get a clear reporting about our sales like any CRM (Pipedrive, CloseIO, etc).
Total sales
Sales per closer
Sales per traffic source
Etc
It's THE LAST PIECE to move my whole sales team on GHL, even willing to pay extra for it.
Please, make it happen for early 2025!
F
Felipe da Power
Where are the Tasks Metrics on the new Dashboard? Like number of overdue tasks, tasks per user, future tasks for due date (next 7 days for example), avg. time to complete taks, etc.
Y
Yusef Smith
The new feature is excellent, but the report scheduling settings should be integrated into the snapshot when duplicating the template. Specifically:
- Automatically email the subaccount admin, eliminating the need to manually configure the email and schedule settings for each subaccount.
- Page titles are lost when duplicating template to new subaccounts, defaulting to 'untitled page'
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