Comparative Reporting
A
Anastasia Roberts
It would be helpful to have the ability to get custom reports where we can compare MoM, QoQ, YoY, any give period to another, etc. For example, with the Source report, we would like to compare source groups from last month to this month and this month last year to this month this year. This will help us evaluate lead counts and performance for our vendors.
Shelby Parker
Great to hear your perspective, Anastasia Roberts! I have a few more questions for you:
- What specific metrics or data points are most important for you to include in these comparative reports?
- How frequently do you anticipate needing to generate these comparative reports?
- Are there any specific formats or visualizations that would be most useful for interpreting the comparative data?
A
Anastasia Roberts
Shelby Parker, thank you for the help. We would like to see the Source report available to show the comparisons of one time period to the next on one report. I would use them weekly to gauge performance of our lead sources for the month as well as over extended periods of time. It would be helpful to have the variable fields set as columns and the static fields set as column 1. This would allow us to see all of the sources in column 1 and then each additional column as current period and whatever previous period we are comparing it to with the rows being each source description. Thank you again!