Feature Requests

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.

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.

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)

Compile a report that shows the number of deals "desked" by a sales manager and a percentage of those that closed within a time period.

Reviewing the leaderboard in external links, it would be great if we were able to get one just like that for activity as well. That screen showing calls/texts/emails/videos/appts made in live time to display in our BDC.

Please allow ability to select employees as a filter for the Daily Activity "Live" report.

Being able to Track user performance in custom reporting is needed so we can customize the report for each role and hold them accountable to what we expect from them. This is just like the User Daily Activity report but it is unable to be edited to see the most important information that we want to see. Please have this as an ability in custom reporting so we can actually pull the data we want to see and not a mosh pit of all data for these that may not be what we look to use. This would also stop us from having to BUILD EXTERNAL EXCEL REPORTS AND ADD IN A BUNCH OF EXTRA STEPS! Thank you so much!

It would be helpful to be able to add a monthly $ amount for the cost of 3rd party lead sources. This way each source can take front, F&I, and/or total gross into account and provide the ability to pull a quick monthly ROI report.