33 results found
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Stage change report
Add a report that shows which deals moved to a specific stage in a selected time frame.
2 votes -
Enhanced sorting options which allow segmentation based on first letter of record name
I would like to be able to sort and segment my list of records alphabetically and then show just a portion of the records based on the first letter of the record e.g. a->m
1 vote -
Hide stages from other pipelines in deals by stage report
When showing data from one pipeline, the stages from other pipelines display on the x-axis in the report. You should be able to hide them.
1 vote -
1 vote
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Show overall totals at bottom of reports
The Won deals report doesn't show the overall total at the bottom of the report. If you group by Owner it shows each user's total, but not the overall total of all deals won for that period.
1 vote -
1 vote
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Email Template Analytics
Create a report that compares the open/click performance of different templates.
1 vote -
reports
Deal by stage has been changed. I would like a report to see how many deals created each month for the year by lead source and have dollar amount average per lead source, same as won deal report except for leads won or pending as well.
1 vote -
2 votes
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Deals by Pipeline report
Create a report similar to deals by stage, but instead it gives an overview of deals by pipeline.
1 vote -
List View Groups
Provide the ability to group rows in list views with group totals. For example grouping won deals per month in 1 list view.
1 vote -
Show Win Ratio Average
In the Win Ratio report it would be great if it showed the average win ratio for the filtered time frame. Right now it only shows monthly win ratios.
1 vote -
1 vote
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Add an email column to list view filtering for internal Users
Show Team member/User email address as a column on the Activity report/scoreboard or deals list view.
1 vote -
Automatically export a report on a recurring basis
I am looking to automatically export a report monthly
7 votes -
Add ability to see deal revenue divided out by specified length of time
We would like to be able to indicate a number of months that the revenue from each deal will be received within and see a visualization of that revenue within the Reports section. If you were to develop a feature, you would want to investigate having an S-Curve / or flat rate per month / or another version for the revenue. Different business will receive their income in different ways. (Supporting screenshots provided)
1 vote -
Allow more customization within the Reports tab
Users would like to change the graph type that is represented (i.e. make a bar chart a pie chart)
11 votes -
Ability to customize the date range on the Revenue Report
How do I change the date range in Reports for Revenue Report?
1 vote -
Enhance Goals reporting
Provide the ability to view previous monthly goals.
Provide the ability to set-up Performance Pulse goals as a widget so that it shows directly on the users Dashboard.
Provide the ability to adjust timeframes from within the Goals view so that viewing this by mont, quarter, etc. is possible.
Provide the ability to view a 'Company Leader Board' that would show things like most calls, emails and deals closed.
Provide additional Goal Dashboards to view progress on existing goals.
9 votes -
tag
Please add ability to specify that tags that I have checked off to filter for on a list must all match rather than being any that match any of the tags indicated. I would like to be able to filter a list of only the records that match all checked off tags rather than any that have any of the checked off tags.
2 votes
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