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roland_deshane
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Member since ‎Dec 10, 2020
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  • Upvotes Given
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Activity

roland_deshane on April 04, 2024
More granular permissions for how users can share Dashboards
Currently, "Create and Share" are grouped together into one permission. I would like to enable my users to have the ability to create Dashboards for themselves (or their team) but I do not want them to have the ability to share a Dashboard globally read more
Reply Idea Users & Teams & Permissions
1 upvote
0 Reply
Tracy127 on September 26, 2017
Limit form submission to a certain number
We'd like to be able to disable a form after a certain number of submissions.
Reply Idea Forms
720 upvotes
151 Replies
roland_deshane
Participant
March 07, 2024
To add on to this idea, you should be able to both set the limit on the total number of registrations as well as be able to set limits on dropdown fi...read more
GrumpyHippo on August 21, 2023
Nested IFS in Calculated Fields
Datasets enable the creation of some calculated fields using some (limited) Excel type formula funcionality. "Nested" IF functionality is not supported however, meaning you can can only return two values based on the property value of another field read more
Reply Idea Dashboards & Reports
14 upvotes
2 Replies
roland_deshane
Participant
February 14, 2024
+1, my formulas get unweildy because of this limitation. For example, if I want to sum all of the records that match a set of values for a given prop...read more
NDunderdale on October 04, 2023
Custom Goal Upgrades
A few observations on essential updates needed for Custom Goals: With limited functionality within the Goals area to view Custom Goals in a meaningful way, better reporting, using the Custom Report Builder, is essential to give value from using th read more
Reply Idea Dashboards & Reports
16 upvotes
3 Replies
roland_deshane
Participant
February 13, 2024
You should be able to select which goal you want to use in the Forecasting Tool. Per others on theis thread, Deal Amount is not the key metric for ou...read more
roland_deshane on January 29, 2024
Deal Pipeline Waterfall Report improvements
The Deal Pipeline Water Sales Report could be one of the most powerful reports for assessing pipeline health week to week. However there are a few additional functionality imrovements that need to be made for it to realize its full value: You sho read more
Reply Idea Analytics Tools
0 upvote
0 Reply
Msyvrais on May 09, 2023
adding pivot tables to dashboard - really slow!
Anytime working with a pivot table on a dashboard (light or heavy) it slows down operations INCREDIBLY. Really painful to even execute a filter change, over 1 minute for a simple change waiting for the table to load, click, wait for menu to open, cl read more
Reply Idea Dashboards & Reports
1 upvote
1 Reply
roland_deshane
Participant
November 21, 2023
I have the same issue. My company loves pivot tables but now I hate them cause updating takes me an inordinate amount of time.
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