20 results found
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Add all of my Pipeline tiles to one Dashboard
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 -
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
4 votes -
Have an option to 'lock' the dashboard.
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 -
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 Performance Pulse to Dashboard View
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 -
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 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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Multiple Starred List Windows
The ability to create multiple Starred List Windows on my homepage, with the ability to move list from one window to the next.
This will allow me to have multiple windows for each of my direct reports.
Also, instead of just showing number or deals, or number of people as the numeric value of the list, let dollar amounts be an option, particularly for the pipeline lists.
18 votes -
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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