Additional features Insights


Would like to make 2 suggestions for additional features in the Insights tool:

  1. Make calculations with data for making graphs (to show for example average deal value)
  2. Make data extraction possible from insights dashboards, or graphs to excel

Also some feedback on the latest update:

  1. Deal title no longer automatically adjusts to Organization name when adding a new deal
  2. Location input for new deals (Organization adress) now suggests other Organizations with the same location, this is not needed and actually annoying
  3. Quick moving to next field of entry when creating new deal by pressing the keyboard "tab" no longer works like it used to

Looking forward to seeing these new features and improvements :)



0 votes

· Last Updated -