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steinarslatten
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liangsj en Septiembre 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?
Responder Idea Sales Reporting
12 Me gusta
4 Respuestas
steinarslatten
Participante
Enero 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 en Abril 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 Leer más
Responder Idea Deals Sales Reporting
65 Me gusta
21 Respuestas
steinarslatten
Participante
Noviembre 01, 2022
Bumping this, extremely annoying for monthly reports etc when reps are one day too late.
TauriqS en Marzo 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. Leer más
Responder Idea Sales Reporting
15 Me gusta
7 Respuestas
steinarslatten
Participante
Octubre 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...Leer más
Resuelta
John-Wick en Enero 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 Leer más
Responder Conversación Professional
17 Me gusta
10 Respuestas
steinarslatten
Participante
Octubre 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 ...Leer más
charingkam en Noviembre 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 Leer más
Responder Idea Dashboards & Reports
328 Me gusta
108 Respuestas
steinarslatten
Participante
Febrero 04, 2022
Adding my voice to this - I was very surprised to see that dashboard filters does not work with custom reports.
daveconvery en Septiembre 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 Leer más
Responder Idea Marketing Emails
62 Me gusta
40 Respuestas
steinarslatten
Participante
Enero 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...Leer más
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