Better Customer Reporting
May 4, 2018 4:30 PM
The current reporting dashboard will only show Contacts and Customers who were created during the given timeframe.
This isn't condusive for companies with a long sales cycle.
We run a report for April. It shows X new Contacts and Y new customers.
However, any customers who's Contact Create Date is BEFORE April, but their Became a Customer Date IS in April, won't show up.
This is misleading and hard to report on revenue generated in April. Essentially, in order for a contact to show up as a Customer, their Create Date and Became a Customer Date must BOTH be within the report period.
Futher, Customers are reported in Traffic Analytics with the date they became a contact, NOT the date they became a Customer. Also problematic.
This could be easily fixed by adding a checkbox on the Marketing Dashboard to "Also Include Customers who Became a Contact Before the Date Range" and in the Traffic Analytics to "Use Became a Customer Date Instead"