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MStefan5
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Member since ‎Jan 5, 2021
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Nickdhutchinson on July 30, 2020
Ability to share dashboards externally
It would really benefit our team if we would be able to share our dashboards with customers. I have tried the email function but unfortunately, it cuts half of the dashboard out. A live dashboard would be even better 🙂 Nick
Reply Idea Dashboards & Reports
236 upvotes
81 Replies
MStefan5
Member
February 07, 2022
Yes 1000% to this. We do a lot of reporting and have to export each report and then upload into a Google Sheet just to make the same reports.
IVLEAD2019 on July 31, 2019
Week by week comparison in reports
Hi everyone, Is anyone else interested in having week by week or month by month comparison for some of their reports? similar to how you compare data on google analytics or any marketing platform. How do you overcome the fact that it doesn't read more
Reply Idea Sales Reporting
118 upvotes
34 Replies
MStefan5
Member
April 11, 2021
Upvoting this as well!
meganocolford on October 18, 2019
View/Create Reports based on historical property values
We change Contact Owners as Contacts move through our Sales funnel. This means that at the point where the contact changes owner, there is no way for me to see reports based on how many of each owner's contacts are making this shift. It would be gr read more
Reply Idea Contacts & Companies
183 upvotes
36 Replies
MStefan5
Member
April 11, 2021
Yes to this!
Achagnon1 on August 07, 2020
Having a dynamic 'today' field in the 'Time between' feature
I'm in the process of setting up calculated properties to use the new "time between" feature in reporting, and realized that, in the 'time between' calculations for properties, I'd like to have access to the option 'today,' which would be a dynamic read more
Reply Idea Deals Sales Reporting
423 upvotes
99 Replies
MStefan5
Member
April 11, 2021
Yes please, sincerely need this as most reporting hinges on it.
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