Member since ‎Nov 4, 2021
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Max Phillips

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anjalidas on July 12, 2022
I want to be able to see how my pipeline value has fluctuated over time. For instance at the end of a quarter, i want to see what my sales reps started the quarter with, what was my pipeline value by mid quarter and what did it turn out to be by end read more
October 11, 2022
Hey @anjalidas - you can view your historical pipeline by going to "Reports" -> "Analytics tools" -> "Sales analytics" -> "Forecast & more
JHalstead on March 11, 2021
Standard reports need ability to see the fields being used and edit as needed. For example, Historical Pipeline report is pulling Amount and Company Amount only instead of Annual Contract Value. I should be able to select which dollar field is being read more
1 Reply
October 04, 2022
Would love to have this, or at least ability to recreate these reports in custom reporting. E.g. the "snapshot date" is not available as a property more
KarthikC on April 03, 2020
We really need better reporting for sales (one-to-one) emails. Even a basic how many emails were sent & by who, how many opens/clicks in a given span of time are not readily available. By comparison, marketing email metrics and reports are read more
47 Replies
September 22, 2022
This is definitely needed, as mentioned before the data on email opens/clicks is there for Sales Prof users, just needs to be exposed for reporting! more
leechen on March 21, 2022
Posting on behalf of a customer here! Currently, reports reflect a division between deal stages with the same name but in different pipelines. Would be helpful to have a filter that allows deal stages with the same label or name to be grouped read more
August 22, 2022
Would really love this!
JRamsey7 on August 20, 2022
How does this not exist? There are folders to organize workflows, but not reports or dashboards. This is a major oversight. I have found numerous discussions here and elswhere with many other folx interested in this feature. Can we please read more
11 Replies
August 22, 2022
Very much a necessary change! Here's a previous thread for reference: more
TomKnowlesD22 on October 17, 2019
I want to create folders within dashboards for reporting. Similar to how Hubspot have recently viewed, Standard Dashboards and also team customed dashboards. I want to be able to create my own folders to add in specific dashboards. Such as Sale read more
20 Replies
July 19, 2022
+1 this is definitely needed!
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