Feature Requests

Curious if we could see a couple of things differently on the sales analytics dashboard. a conversion rate table: (New addition) a. calls into booked appointments b. Mit jobs into recon jobs Closing Percentages: (modification to existing process) a. Booked appointments into sold jobs (by production status) rather than file creation into invoiced project.

For example, in the Sales Team Productivity Overview, allow the ability to drill down to see what the activities were. I can see that a sales rep had a certain number of meetings, but I can't see who the meetings were with. Also, the date filtering at the top does not currently apply to the table below.

would like a location filter to be added to the Analytics so they can filter by a specific location in the company.

I need the ability to sort on the main dashboard by Referral Sources. This feature would help me and others who have requested it to organize and analyze data more effectively. It would be beneficial to have this sorting capability to streamline our workflow and improve data accessibility.

I need the referred in/out report to display the actual job names associated with each referral. This would provide a clearer understanding of the referrals and their outcomes, enhancing the report's usefulness.

Including a referring partner column in the closed projects report would be beneficial. This would help us track which partners are referring projects to us, providing valuable insights for our business.

I need to be able to click on Organization and get a Year-to-Date (YTD) or other customizable date range report showing the number of projects referred and estimated revenue. Currently, the report only shows data for the last 30 days, but having the ability to customize the date range would be very helpful for our analysis and planning.

I would like to generate a report for the sales team productivity that shows a list of activities with an organization or contact within a filtered time range. This would help in producing a weekly report showing the activity of the sales team for meetings.

It would be very helpful to have a technician column added to the closed projects report. This would allow us to easily see which technician was responsible for each project.