Custom Dashboard And Reporting
- In progress
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Katherine Rodriguez |
Hello! I manage a group that works along side the account managers. I would like a feature created where we can customize the Dashboard - to see specialized reporting that tracks what this team does VS the account managers pipeline.
Example:
Dashboard with Charts that show 1. # of comments. # of leads created #of propopsals completed - Most of what is tracked as a sales activity.
Thank you
Activity Newest / Oldest
Erick Vargas
Status changed to: In progress
Erick Vargas
Status changed to: Planned
Rachel Hughes
Hi Katherine, great suggestions. I'm adding this to the list of enhancements that we consider quarterly as we plan the product roadmap. I'll be sure to loop you in if we are able to build this feature.
Katherine Rodriguez
Thank you
Erick Vargas
Hey Katherine , check out the report card. I believe it has everything you mentioned above.
Katherine Rodriguez
The report card provides some of the information. But i would like to see it all in one place. instead of having to pull multiple report to get mothly numbers i can see it at a glance on the dash. Sales activities are also not tracked through the dashboard - why does it reflect on the report card and not the Dash? do you have to be listed as the account manager for the dashboard sales activities?