16 results found
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Modify the Win Ratio to reflect Won Deals/ Estimates Given
Currently, the Win Ratio is a % of Won Deals divided by Won Deals plus Lost Deals. For many sales teams, in my case Painting estimators, we are interested and track our sales people's Win Ratio on a weekly and monthly basis.
It would be more useful is the ratio was a simple % of Won Deals versus Total Estimates Given.2 votes -
Add mobile app Pipeline feed to desktop version
The mobile app has a simple feed of recent pipeline activities: closed deals, updated deals. It would be nice if this were viewable in the desktop version.
2 votes -
Add additional Pipeline views to Dashboard options
It would be great if we could add additional filtered/saved Pipeline views to our dashboard to allow us to see the details of each Pipeline on the page without requiring that we update the filters.
1 vote -
Ability to share reports
Ability to share Reports with other users so that when a Dashboard contains reports, users can view them.
As of now, if a user shares a dashboard containing reports, users see blank reports, and there is no option to share them individually
2 votes -
Ability to sort Dashboard Agenda
Ability to sort the the Dashboard Agenda by Priority
2 votes -
1 vote
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Visible Currency Exchange Rate
To have the visibility of the currency exchange rate within PD.
2 votes -
[Dashboard Tab] Add 'All' or 'Anytime' filtering option to Pipeline modal
Please add a filtering option that allows for the Pipeline modal on the dashboard to show all deals regardless of when they were added. There is not currently a way to view all deals aside from requiring that the custom date span continue to be set.
1 vote -
1 vote
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2 votes
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Dashboard: Filtering by team
It would be helpful for reporting if, as an Admin and leader of one team, I could filter for another team on the account on the dashboard to see their numbers. Currently, it only allows filtering for "my team"
2 votes -
Add a print function.
Add a print or pdf function. The platform is great but paying for a program without being able to print to our printers leaves the impression the platform is not fully capable.
1 vote -
Visual summary of deals
I am responsible for the business of multiple different market segments. Each segment or project is composed of multiple deals . I can create filters for each project or segment but I only get a text list for each filter.
I would like to see a dashboard where each swimlane corresponds to a filter and in each swimlane I have one box for each deal with the deal name, the $$ amound and the background colour of the box is red, yellow, green based on the status.
I am currently achieving this with a different tool (Atlassian Jira with the…
2 votes -
Remove placeholder data in dashboard when there are 0 deals
When there are 0 deals in the pipeline, the dashboard shows placeholder data. This is misleading and it would be preferable if it always reflected the current data in the account.
1 vote -
Build a modern Kanban based Dashboard
Provide a dashboard that will allow for viewing Opportunities in a Kanban view and that will allow for deals to be 'dragged' from stage to stage.
2 votes -
Dashboard: Filter by pipeline only
When filtering the dashboard. being able to filter the pipeline independently would increase productivity. Given the other modals on the dash would remain filtered to "Me"
2 votes
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