Reports Generator
I would like to see a report generator, that I could set custom parameters and click a button that generates my weekly report. It could provide the graphs, and export the details to excel if needed, while also providing a link to share with my colleagues. While the insights feature is nice, I would like to see some more detailed customizations in the coming releases. We are very interested in tracking the maturity of the deal and if its growing cold, and I'd like to track the following metrics:
How many new leads were created by day, by week, by month?
What was the source?
When was the lead created?
What was the source of the lead?
What is the status?
What is the next step?
When is the next step?
What is the total value of each stage?
Total dollar value of progression from one stage to the next?
Comments
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Thank you for the feedback @Wade Haselden !
I am glad to let you know that reporting on Leads will be added to Insights platform in the future. The next release will be for Activities .Reports on these questions are already available in Insights
What is the status?
What is the total value of each stage?
Total dollar value of progression from one stage to the next?Current status on pipeline (all stages) by deal value:
Deal progressed to each stage by deal value. In this example it's Deal progress report type. You can also try Deal conversion report type.
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Update: Exporting Reports from Insights is live for all plans!
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