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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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'
R
Ryan Robbins
Need this yesterday! The more robust the reporting can be the easier it is for businesses to make data driven decisions.
C
Cooper Stephenson
+1 this would be a great addition
S
Sonia WILLCOX
2022 and still not fixed??? when is the actual ETA to release this please?
J
Joe Brown
AND report templates! Ecom, lead gen, sales teams etc...
J
Joe Brown
Also important for ecom now. the new custom dashboard is amazing. But the clients just want to see something like this when they login:
K
Kevin Ehling
This is a huge deficiency for this CRM! A CRM must be able to pull custom reports for Leads, Contacts, Organizations, Opportunities, and Projects. It makes it virtually impossible to create proper workflows or financial reporting for sales and/or commissions without the ability to organize reports based upon specific criteria along with the ability to export the report in an Excel or CSV file. I can't fully migrate my client company over to this platform because it lacks any meaningful reporting capability.
T
Team Ivorey
Need sales analytics that are not dependent just on opportunities
I
Ian Markram
Need sales forecasting reporting.
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