Solvethru

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Travis Millard

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Solvethru on February 19, 2025

Free Dashboard and Reporting Tool for Customer Feedback

Hello community! I am offering a limited amount of free users in order for me to collect customer feedback. I built a sales dashboard and email reporting tool that fully automates sales performace tracking, KPI reporting, sales rep quota att read more

Reply Discussion CRM Dashboards Free Reports Sales

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Solvethru

Member

February 19, 2025

Reply to Using Date Comparison Filter: Values for KPI involving 2 objects

Hey @PCruz30 , I have a solution to compare any metric over time series events, while filtering by the sales rep. Let me know if you are intere...read more

Solvethru

Member

February 19, 2025

Reply to How to Create Individual Dashboards for 100+ Sales Reps Without limiting object permissions ?

Hello, I have a solution that may help you. For example, the dashboards dynamically update based on a filter by sales rep and or time series. In oth...read more

Solvethru

Member

February 18, 2025

Reply to Forecasting against goals without creating numerous properties

Below is a demo dummy account of one solvethru dashboard (all of which are customizable with no customer setup required), which highlights the revenu...read more

Solvethru

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February 17, 2025

Reply to Forecasting against goals without creating numerous properties

Hi there, I struggled with setting up this type of reporting in CRMs as well. I have built a solution to setup forecasting with flexible inputs and t...read more

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