weekly tracking and source of lead reporting
Can someone assist me with the ability of new insights reporting as it does not seem to give me the reporting I need
| W/E 26/6 | W/E 3/7 | |||
| Seminar attendees | ||||
| New leads | ||||
| New Deals | ||||
| Initial Meetings | ||||
| Projected sales following meeting | ||||
| Sales - signed agreement | ||||
| Sales - paid |
Comments
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Hi @Michael Collins !
Can you tell us a bit more about the types of reports you're looking to create and why Insights isn't getting there yet?
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INes
Very disappointed that Insights has no ability to filter on leadsource ... I think it is self evident..
I gave you a report I wanted to produce and now I can't export source into my reports ... as it is not a field Insights offers...
Please put it in as a field I can add to export reports.
Cheers
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Michael Collins said:
INes
Very disappointed that Insights has no ability to filter on leadsource ... I think it is self evident..
I gave you a report I wanted to produce and now I can't export source into my reports ... as it is not a field Insights offers...
Please put it in as a field I can add to export reports.
Cheers
@Michael Collins I understand your frustration but know that both Insights and Leads are still in beta, meaning there's still development going on, namely the connection between the two features. The team noted down your suggestion for when they'll work on updates again.
In the meantime, I suggest you use one of the integrations for analytics in our marketplace. I did a quick search for you, take a look here.
We've recently made a post where you can have a notion of the next things coming up in Insights, take a look here.
Thank you for your understanding. 🙌
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