37 results found
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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)
13 votes -
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.
10 votes -
Automatically export a report on a recurring basis
I am looking to automatically export a report monthly
8 votes -
Provide more visual views of Pipelines and Funnels
Provide a single page that will display all Pipelines and a report of where those Pipelines stand.
Provide the ability to show a Graphical Funnel that would visualize current Pipelines.
Provide enhanced visualizations of Pipelines and Funnels.
5 votes -
4 votes
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Add reporting for user statistics
Provide more flexible reporting that would allow for design by individual users rather then just being limited to only filtering.
Provide the ability to report on individual facilities.
Provide additional 'user-defined' statistics and metrics for use in the Reporting.
Provide additional exportable sales metrics within Reporting.
Provide unique reports by individual so that reporting on things like 'What Have I Sold?" and "How Close am I to My Quota?" is possible.
Provide an easier reporting solution when it comes to individual contributions (e.g. more accurate win ratio based on dollars as opposed to the number of deals).
4 votes -
Add more field options to activity report - system field for "lead source" specifically
I would like the ability to add more fields to my activity report to increase my filtering options. Specifically, I would like to see the "lead source" system field added so that I can isolate and quantify lead follow-ups by source.
3 votes -
3 votes
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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 -
2 votes
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Focused list feedback/improvements
Ability to filter focused lists
Move records between focused lists - When a focused list is created, you can only remove records from the list, it would be good to move records between focused lists.
Share Focused lists - Creating focused lists for my team to share and edit.
Create new focused lists from the (Add Focused list button) - When adding a record to an existing list having an option to add a list there, similar to the add new list icon in the list view dropdown.
2 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 -
Wrap text within column headers on list views
Please add the ability to opt in for text wrapping on column headers rather than just having the system truncate the name of the column when it is made smaller.
2 votes -
2 votes
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Enhance Reporting to include People and Company data
Ability to create reporting for company and people records. Add more functionality to be able to create graphs from List Views
1 vote -
Forecast reporting and combination person/deal field data reporting
Deal close forecasting graph reporting & compare to functionality as well as cross record field data reporting.
1 vote -
Filter for all inactive users
Create a owner filter that selects all inactive users which updates dynamically as new users are deactivated.
1 vote -
More granular date filter options
Add the ability to filter by hours. For example if the user wants to see people/deals that have a Latest Activity Created date > 3 hours.
1 vote -
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
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