Feature Requests

BDC Lead Management Report
DriveCentric is missing a dynamic BDC performance report that tracks the core KPIs every BDC manager and director relies on. One report should include (and only include unless columns can be filtered out): Contact (Engaged) % by Net Leads Contacts (Engaged) appointed % Appointment Set % by Net Leads Appointment Show % by Scheduled Appointments Lead-to-Show % by Net Leads Sold % by Appointment Shows Deals Killed (with the ability to review why) These are fundamental BDC metrics, yet the only way to calculate them today is by exporting multiple reports, combining them into a spreadsheet, and hoping the data was pulled correctly. That's inefficient and increases the chance of reporting errors. I've even been told that some custom reports are "probably not accurate" and that I should combine multiple reports myself to calculate these KPIs. There should be one dedicated BDC Lead Management report that gives managers a high-level view of team performance without requiring manual data compilation. Even more importantly, the report should be fully drillable. For example, if a rep has a low show rate, I should be able to click into the metric, view those specific leads, sort by stage, review the conversation history, identify fumbles or poor responses, and listen to the calls associated with no-show appointments. Likewise, if a rep is killing an unusually high number of deals, I should be able to drill down and determine whether leads are being closed prematurely or for legitimate reasons. Some existing reports have drill-down capability, but the information is scattered across multiple reports. The BDC department needs one centralized report that combines these essential KPIs with the ability to investigate the underlying opportunities...all in one place.
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Reporting
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