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18 results found

  1. It would be nice to see all 3 of my Pipelines on one Dashboard as opposed to having to use the drop down to view them separately. Thanks!

    1 vote

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  2. 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

    4 votes

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  3. 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.

    2 votes

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  4. I find it hard to use a touch screen computer and scroll through the dashboard because I end up moving something when I don't want to. If you could have an option to lock the dashboard widgets so it doesn't get rearranged accidentally, that would be great.

    1 vote

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  5. 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

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  6. It would be a nice visual to see the Performance Pulse on the dashboard as we try to hit monthly goals based on specific revenue types.

    1 vote

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  7. Ability to sort the the Dashboard Agenda by Priority

    2 votes

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  8. 2 votes

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  9. To have the visibility of the currency exchange rate within PD.

    2 votes

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  10. 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

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  11. 1 vote

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  12. 2 votes

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  13. 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

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  14. 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

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  15. 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

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  16. 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

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  17. 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

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  18. 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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