Dashboard Reporting
under review
B
Brian McConkey
I would like to see an option where all SOLD guests are listed in SOLD tab only. Therefore when I go to check visits, I'm able to quickly see who DID NOT buy and focus on that.
J
Jacob Coleman
under review
J
Jacob Coleman
Hi Brian, are you referring to the Visit and Sold buckets in the Pipeline, or are you referring to a specific report?
B
Brian McConkey
Jacob Coleman If there is a specific report that handles all UNSOLD guests that visited or all UNSOLD guests that received PROPSALS, then I would like to see it. The DESK LOG shows all opportunities SOLD/UNSOLD, but if I'm going back the beginning of the month, I'd like a report to show all UNSOLD easier.
B
Brian McConkey
I do not access the SOLD report more than the opportunities that did not SELL. I would like the VISIT tab to reflect guests that have not SOLD. Thank you.
Shelby Parker
Hey Brian McConkey, thanks for your feedback! I have a few more questions for you:
- How frequently do you need to access the list of SOLD guests versus those who did not buy?
- Would you like any specific filters or sorting options for the SOLD tab?
- Is there any additional information you would like to see for each guest in the SOLD tab?