Suggestion for Insights
The Insights / Dashboard is pretty cool and after 2x month using it once a while I can see certain pattern appear which I guess I would not have recognized before... It does a great job!
What I thought would make sense for me here is:
- instead of having fixed reports (for example: Activities / This Month) = why not having ready options inside this report to swop between Month/Quarter/Year etc.
- what about a dynamic compare functions?
- or a cumulative function?
Would be interested to know what else the community likes to do with the insight dashboard / reports.
Or what advise You have to improve the reports with its existing functions.
Cheers,
Comments
-
submitted a request to add line graph to report 'type' options
0 -
Pinning your post to the main feed for a while @Martin Pfeiffer to see what others are still missing here, thanks for sharing!
0 -
Can we please have a report that can be sorted by date range that simply shows
Sales Person Deals Won, Products Sold, Value. Which allows us to click in and see the customers. The old reports had this function. it makes it easy for my weekly reporting.
0 -
Derek Longmuir said:
Can we please have a report that can be sorted by date range that simply shows
Sales Person Deals Won, Products Sold, Value. Which allows us to click in and see the customers. The old reports had this function. it makes it easy for my weekly reporting.
@Derek Longmuir you can create a report already showing all won deals from a certain user in a certain time period. You can then add a product filter to it and click on the report to get more details. Check below:
0 -
I'm looking to build custom reports to add to our Dashboard. For example, we have added custom fields to show the type of client, type of plan etc and want to be able to filter and base reports on this data in addition to Lead Source and Referrals. Has anyone figured out how to customize reporting or have recommendations on add-on solutions that allow you to do this? Thanks in advance for your input!
0 -
Mindy Aufderheide said:
I'm looking to build custom reports to add to our Dashboard. For example, we have added custom fields to show the type of client, type of plan etc and want to be able to filter and base reports on this data in addition to Lead Source and Referrals. Has anyone figured out how to customize reporting or have recommendations on add-on solutions that allow you to do this? Thanks in advance for your input!
In case you are on the Professional plan or higher, you will be able to create reports based on custom fields. The possible custom field types are user, person, organization, date, multiple options, single option, monetary (including weighted value), and numeric.
0
