Insights Filter & View By
If one look at Deal conversion rate reports, then one can only use deal specific fields to filter the information. But I would like to ask that you allow account level fields to also be part of the filter options. I might want to look at the conversation for all deals for Tier 1 vs Tier 2 accounts or for one territory vs another - these fields are account level fields. I can also not use these account level fields in the "view by" option in the graph. Could you please expand your filter criteria. I love insights and cant wait for it to be production. I just need these additional fields since this is a major limitation in reporting.
Comments
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Thank you very much for your feedback, @Daniel Steyn !
Just to clarify, when you mention "account level fields" you're referring to fields that could belong to other items, like Organizations and People, is that right?
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Inês Batata said:
Thank you very much for your feedback, @Daniel Steyn !
Just to clarify, when you mention "account level fields" you're referring to fields that could belong to other items, like Organizations and People, is that right?
Yes correct. My priority is organizational custom fields, but people custom fields could also be valuable.
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Inês Batata said:
Thank you very much for your feedback, @Daniel Steyn !
Just to clarify, when you mention "account level fields" you're referring to fields that could belong to other items, like Organizations and People, is that right?
Thank you for clarifying! I've made sure to send your suggestion back to our team for consideration.
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