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ETan
Member | Platinum Partner
Member since ‎Jan 6, 2021
  • solutions
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  • Upvotes Given
    14
  • Upvotes Received
    3
  • Ideas
    2

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Activity

Trevor on June 20, 2017
Subject says it all. A graph showing frequency of calls and connect rate by time of day and day of the week would be phenomenal.
88 upvotes
23 Replies
Member | Platinum Partner
September 21, 2022
Try this: Create a custom report for Activities and Calls. Choose a vertical bar or whatever chart you like that would show the hour of day. For th...read more
ETan on August 03, 2022
Some businesses prefer to use tables to show a company overview report and it would be very useful to be able to drill down the company to show open deals for that particular company. Hoping this feature gets added to custom reports and also be able read more
Yanik on March 12, 2020
Hi, Would be really useful to have the option to create custom report to track ads campaign performance. Currently, the only option is to use the out-of-the-box ads (Marketing > Ads > Analyze). The problem with these standard reports is th read more
166 upvotes
37 Replies
Member | Platinum Partner
June 24, 2022
Hey Jacqueline, this is a good start. However, secondary sources are greyed out.
EPierrot on May 12, 2022
All reporting is done quarterly and needs to follow the fiscal year. While we can set up our fiscal year in the account setting, there is no option to do so in dashboards. We can only do it by 'normal' quarter, which makes entering the fiscal year i read more
12 upvotes
5 Replies
Member | Platinum Partner
June 08, 2022
I agree. Fiscal year should be available for all kinds of reports, not just the custom report builder.
Yanik on March 12, 2020
Hi, Would be really useful to have the option to create custom report to track ads campaign performance. Currently, the only option is to use the out-of-the-box ads (Marketing > Ads > Analyze). The problem with these standard reports is th read more
166 upvotes
37 Replies
Member | Platinum Partner
June 24, 2022
Hey Jacqueline, this is a good start. However, secondary sources are greyed out.
revilo on May 25, 2020
Make it possible to round up figures in dashboards and reports so that there are not figures with long lists of decimals.
27 upvotes
13 Replies
Member | Platinum Partner
May 31, 2022
Yes. Please add the function to round up as an option.
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