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steinarslatten
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Mitglied seit ‎Mär 12, 2018
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liangsj on September 07, 2020
Set Monthly Goal for Bar/Column Charts in Reports
Hi Team (Submitting on behalf of Customer), Currently, for line graphs, we can add a monthly report goal but when I select bar or column chart, I can't add a point/line for a monthly report. Is it possible to have that for them too?
Antworten Idee Sales Reporting
12 Likes
4 Antworten
steinarslatten
Teilnehmer/-in
Januar 12, 2023
+1 to this. Was surprised to see that the report tool didn't have an option to just "add a monthly goal" as a simple line.
kevmckay on April 16, 2019
Edit Deal Entered Stage Dates
I am suggesting that it should be possible to edit the "Entered Stage X" dates in deals. If a rep falls behind in tracking their deals through the appropriate stages it would be great if it was possible to change the date to the actual closed-won d Beitrag ansehen
Antworten Idee Deals Sales Reporting
65 Likes
21 Antworten
steinarslatten
Teilnehmer/-in
November 01, 2022
Bumping this, extremely annoying for monthly reports etc when reps are one day too late.
TauriqS on März 11, 2020
Edit Columns in Summarized Reports
Hi, When clicking (drilling down) into a summarized report of any type (column, bar, summary, summarized data table, pie, etc.). The columns shown cannot be edited. It appears to be a default set of columns that cannot be changed in any way. Beitrag ansehen
Antworten Idee Sales Reporting
15 Likes
7 Antworten
steinarslatten
Teilnehmer/-in
Oktober 28, 2022
I just sent in a support ticket today about this, and was notified abous this post. Since we are able to edit the column order for normal reports...Beitrag ansehen
Gelöst
John-Wick on Januar 21, 2021
Filter: OR as an option?
Hi, We would like to have the filtering in "Deals" to have the option "OR" instead of only "AND". This is mainly becuase each salesperson would like to see a summary of all deals they have. Sometimes they are "Deal Owner" and sometimes "Deal Own Beitrag ansehen
Antworten Diskussion Professional
17 Likes
10 Antworten
steinarslatten
Teilnehmer/-in
Oktober 07, 2022
+1 to this. We normally have 2-3 people working in different roles on a deal (owner, partner, support) and would like to give them a view where they ...Beitrag ansehen
charingkam on November 08, 2018
Dashboard cannot use date filter when using cross-reporting across contacts and companies
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect Beitrag ansehen
Antworten Idee Dashboards & Reports
327 Likes
107 Antworten
steinarslatten
Teilnehmer/-in
Februar 04, 2022
Adding my voice to this - I was very surprised to see that dashboard filters does not work with custom reports.
daveconvery on September 26, 2018
Disable Click Tracking On a Per-Email Basis
It would be really useful to turn off click tracking in emails, particularly automated emails, in the marketing component. We get a lot of complaints about the appearance of links in emails like password resets, invoices, etc., with customers often Beitrag ansehen
Antworten Idee Marketing Emails
62 Likes
40 Antworten
steinarslatten
Teilnehmer/-in
Januar 12, 2022
Would like to add to this. Due to recent development in cyber-crimes, sending these kind of links are a no-go for us and we have to disable link trac...Beitrag ansehen
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