A report created for all 9 stores for the BDC team | Voters

A report created for all 9 stores for the BDC team

Briana P

For efficiency and accuracy, we need a report for our team that shows Jenny and I all activity performed by our reps for all stores (not having to go store by store). 
Reporting we need is as follows:
#calls
texts
emails
appointments set
appointments shown
set percentage
shown percentage
The Expert User, Larry Newman, is aware of this request.

Briana P

Thank you! I look forward to hearing back on what can be done. Have a good afternoon.

Shelby Parker

Thanks for sharing this, Briana P — totally hear you on how much time it saves to have one roll-up report across all 9 stores for the BDC team. This is really helpful context (especially the specific metrics you listed), and I’m looping it into our review so the team can assess the best path forward. If we need any additional details to make sure it matches your workflow, I’ll follow up.