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SGahlot1
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Member since ‎Jul 13, 2023
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Santoshi Gahlot

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SGahlot1 on November 20, 2023
Help on creating Deal Score and Deal Health
Hello There, I am looking for some guidance on how to determine the factors that should be included in calcul ating the Deal Score and Deal Health metrics in order to effectively prioritize hig read more
Reply Discussion Enterprise
0 upvote
1 Reply
SGahlot1 on October 27, 2023
Analysis using MAU for CS team
Hi There, I need to create a dashboard for CS team and need your suggestions and guidenance on what all different analyis or reports can I create that would help the CS team. - I need to create reports based on Email, call, meeting activities read more
Reply Discussion Enterprise
0 upvote
4 Replies
SGahlot1
Participant
October 30, 2023
Dear Kristen, Thank you so very much for your recommendation on my first query, This helps for sure answering all my questions. please find my an...read more
SGahlot1 on October 27, 2023
Analysis using MAU for CS team
Hi There, I need to create a dashboard for CS team and need your suggestions and guidenance on what all different analyis or reports can I create that would help the CS team. - I need to create reports based on Email, call, meeting activities read more
Reply Discussion Enterprise
0 upvote
4 Replies
SGahlot1
Participant
October 30, 2023
Dear Kristen, Thank you so very much for your recommendation on my first query, This helps for sure answering all my questions. please find my an...read more
SGahlot1 on October 04, 2023
Email id error
Hi There, One of the team member is sending out email to the client but even though she is selecting her email ID from the drop down the email is going through Help@ email id instead of her own. What could be the possible reason and how can i fi read more
Reply Discussion Enterprise
0 upvote
1 Reply
Gentil on September 13, 2022
Dashboard analytics by users
Please add an option on the dashboard for analytics by users. This tool will be useful to see how our dashboard is being leveraged.
Reply Idea Dashboards & Reports
3 upvotes
2 Replies
SGahlot1
Participant
September 21, 2023
I believe we should have this feature in place as it helps the CRM Admins as well as the Sales Teams. Below are some of my reasons: 1. Iden...read more
Solved
SGahlot1 on September 21, 2023
Tracking Dashboard Analytics!
Dear Team, Is there a way to track the views on any specific dashboard or report - Meaning - How many team members are using the Dashboard or how many times a week/month the dashboard has been used? We want to do this activity to manage or read more
Reply Discussion Enterprise
0 upvote
1 Reply
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