36 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 -
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 -
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 -
Ability to customize the date range on the Revenue Report
How do I change the date range in Reports for Revenue Report?
1 vote -
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 -
Activity Count per Company/Person/Deal by User
Add a report that counts how many activities a user has created per record (company/person/deal). We want to see how many calls a rep is making per company.
1 vote -
Conditional Formatting on List Views (and, or)
It is critical for org to be able to filter down to records using the and/or function. My example: I would like to see my whole pipeline AND everything won YTD. Using the and function, i would filter to all open stages and won AND filter close date YTD.
1 vote -
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 -
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 -
Enhance conditional formatting to include individual cells
Please allow for individual cell conditional
formatting rules to entered so that several points of data can be seen within a single row.1 vote -
List view row formatting rule prioritization
Please add the ability for user to edit prioritization of row formatting rules.
1 vote -
2 votes
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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 -
3 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 -
Sub Teams - Owner
How could Pipeline create a sub-team within a team so that I only see my 5 reps information when looking at a report under deals? Currently when I pull a report, I see all reps (17) but I'm only interested in my 5 names for my reps being at the top of the list in order.
1 vote
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