Need Project Reporting

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Hyroxware
Hyroxware Member Posts: 8
First Comment Photogenic
edited March 20 in Ideas and Product Feedback #1

Hi all,

We do our onboarding within the projects and this could mean that we loose a sale and also this is the true wins.

We also use project data fields much more than I think they were built for.

I am just wondering if there are any work arounds to report on this information or is this a feature coming up in the future?

Thanks

Hyroxware

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,071 COMMUNITY MANAGER
    First Answer First Anniversary 5 Likes First Comment
    #2
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    Hi @Hyroxware , insights reporting for projects is not in the plans for now, but I will merge your feedback with other similar requests for added visibility. As a workaround, you can use a dedicated pipeline instead.

  • hbpasley
    hbpasley Member Posts: 5
    Photogenic First Comment
    #3
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    Absolutely, please, please. Projects are where we earn our money. Deals Won for our industry does not mean we are going to get paid yet, it means we have an opportunity to get paid if we execute great work over time.

    Project Reporting is a must. It is very close to a deal breaker for us (or at least a loyalty killer), so we hope to get word it is on the horizon?

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