Feature Requests

I was looking for something where I can pull a report to show how many leads a specific user received vs has missed due to not responding in the allotted amount of time. For example, in the Internet lead standard report, it says leads, net leads and you can specify by user. If there was a column for missed leads that then allows you to pull all the customers that were missed.

Add a toggle to do a custom date range for the daily activity report. Allowing either a specific previous date or a set block of dates.

We need to be able to drill down into a manager group daily activity report for a current day (LIVE) just like we can on previous days.

Please make it so that we can click and drill into live activity. I cannot believe I cannot look at all my BDC reps contacted calls for the current day. Waiting until the next day is almost pointless and no one has time to go through each call they make and look at what happened.

It would valuable if this report could be sent out via email.

It would be super helpful to be able to "filter" leads by current stage. This would allow us to see current active leads by removing "dead" leads.

As a salesperson, we should be able to see how we are doing, and for that, we need to have our own reports. Example: closing ratio, month-to-date sales, year-to-date sales, same as dead deals, etc.

In reporting under the "Advanced: Source By Type" report, being able to filter new/used would be super helpful.

It would be great to be able to see the percentage completion of a workplan from previous days. Or to be able to see the number of assigned tasks on a previous day in order to compare that to completed tasks.

Ability to see deals broken down with city/zip code totals and comparison to see it broken down by source types/descriptions I.e (AutoTrader - 20 deals - New York - 22222) (AutoTrader - 10 deals - Buffalo - 11111)