This is a potential upgrade that I would like to propose for the dashboards as I have seen similar posts made in the past without a solution.
We have a bi-weekly pipeline meeting where we go through the active oppurtunities of our sales team. We created a custom view that best encapsulates what we would like to share with the team, then sort it via ‘Deal Stage’ by closest to closing to furthest.
The issue is that when we are sharing this dashboard on Teams, it automatically refreshes every 3-5 minutes, resetting the view that we are looking at. It is a minor inconvenience, and I understand why there is an autorefresh of data, but it would be nice to be able to have a toggle feature or view only mode so that the report does not update while on the call.
I have already spoken with support on this and they have been helfpul but I cannot find an easy workaround.
Today, a custom report can only be manually refreshed once every 15 minutes, no less.
That means that when my reps update their predictions, or when I run a data fix, I’m forced to sit and wait 15 minutes each time I want to validate or see the new numbers.
After many years of using SalesForce, loosing the ability to make changes and immidiatly see the impact in a report is a huge downgrade which I believe many businesses that scale, will suffer from.
Has there been any update to this topic? I would like to see this enhancement as well. My reports are not refreshing as soon as I patch records in the product master table.
This dashboard refresh time limitation, makes our huspot users in the company frusrated each time. It needs to be instant! Is there a plan to imrove this feature?
I think it’s unfortunate that this is an idea that needs to be “upvoted”. It should be a standard product feature if you are going to enter the CRM space.
It’s frustrating. As a business why would we want to way 15 mins or even hours for our reports and dashboards to reflect the the updates our teams are making so that we can have a pulse on what’s happening with our business - so that we can make decisions? Huge miss on the product side, very disappointing.
This one is incredibly frustrating to me. Even clicking on the ‘refresh’ button doesn’t work for me! Before I click the button it says ‘data refreshed 1 hour ago’. I click the button then after it still says ‘data refreshed 1 hour ago’ shouldn’t it says data refreshed 5 seconds ago??
I contacted support and they said the refresh button is working ‘as designed’ . What design is that? Reminds me of when an elevator has those ‘close door now’ buttons that are there just for illusion and don’t actually do anything.
This is also a HUGE annoyance on our side. Trying to make changes and adjustments to deals, custom objhects, contacts, etc. and NOT see it instantly populate on reports is a bigtime miss. Hopefully this can be addressed asap!
I don’t think you realize what an inconvenience this is and how it hinders using reports for meetings. The forecast module seems like it was designed by a different team entirely, and is not as customizable as reports so we often try to use a dashboard for one of our weekly sales meetings. When someone makes a change, and it doesn’t reflect immediately, you loose that audience. Even clicking into report details seems to be taking ever longer, to the point where the latency has us changing behaviour. You can’t be on a call with a CEO or board minutes waiting 20 seconds everytime you want to dig into some details, or 15 minutes to correct something.
Still very relevant suggestion. The pipeline data is the pulse indicator of a sales organisation, and having real-time updates is vital for the team leaders so they can be agile and give support where needed. For a team doing hundreds of calls a day and ideally moving deals in the pipeline constantly, old data and manual refresh with limitations is just not doing it. I suggest we all invite our team members to upvote this to get some traction.
Data is currently only refreshed every 15 minutes, so Reports will always be 15 minutes behind. Could the data be updated instantly and have the dashboard refresh live rather than manually having to refresh.
It is crucial for developers to address this issue as it undermines the purpose of having live reports. The data is not accurate, and we are forced to waste time repeatedly refreshing to get updated information. This is extremely frustrating and needs to be fixed as soon as possible.
Our team would benefit from this, as requiring the user to click in and refresh each report manually on each dashboard to get updated information is not user friendly, and the information on how often the reports automatically refresh is not provided to the user either.
I agree with Will. In my case it is looking at the Dashboard with Executive team and it refreshes in the middle of a discussion on a certain Opportunity.
I also agree with this - WHat I currently have to do is cut and paste areas of the DB to present. So an alternative might be to be able to export to PowerPoint/Slides.
This would be very helpful to have control over dashboard refreshing. As this part of analytics has become more powerful it is getting used more and the problem of auto refreshing becoming more of an issue with it.
Judging from other people reporting this as an issue, it seems HS updates its analytics data every 15 mins. Perhaps this is what triggers the Dashboards to refresh also (it must be a necessity, no one would think this is a good idea otherwise…right?!).
This is very disruptive when presenting. Not only does it interrupt our meetings, it wastes time as we all wait for the reports within the dashboard to reload. I end up apologizing for this in every. single. meeting.
. What design is that? Reminds me of when an elevator has those ‘close door now’ buttons that are there just for illusion and don’t actually do anything.