Desking Tool Report
gathering votes
A
Adam Parks
have reporting on desking performance
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J
Jake Hales (Gee Corporate)
We would like to see what the first printed Pencil is, on average for managers. Was it Cash, Lease, Finances, or both lease and Finance by percentage. We would like to know the number of pencils printed on average per customer.
Drew Adler
Merged in a post:
Pencil Report
Z
Zachary Krause
I would like to see a report that compares how many pencil/deal sheets a customer gets and how much discount/holding acv/gross they are offering on each pencil. Something that replaces manually going into each deal and following an audit trail
J
Jacob Coleman
Merged in a post:
Data for first pencil
P
Phillip Jackson
I would like to see a report that shows the sales manager and how they started a deal wit term and down payment. For example, who is starting a pencil and $0 down with 72 or 84 month terms. Can someone call me at 704-517-9011? Thank you
M
Matt Young
Can we get the average first pencil discount, the average number of pencils generated, average over/under allowance on trade and the abilty to report by source?
J
Jacob Coleman
updated the status to
gathering votes
J
Jacob Coleman
Hi Adam, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
J
Jacob Coleman
Merged in a post:
keep track of how managers are desking
L
Lance Hood
keep track of how managers are desking. total gross, money down, hold on trades
Shelby Parker
Hiya Adam Parks, thanks for this post! I have a few more questions for you:
- Could you please specify what specific metrics or data you would like to see in the desking performance report?
- How frequently would you like these reports to be generated (daily, weekly, monthly)?
- Would you like these reports to be automatically sent to specific individuals or departments?
Shelby Parker
Hey Lance Hood, thanks for your feedback! I have a few more questions for you:
- Can you provide more details on the specific metrics you'd like to track for managers' desking?
- How frequently would you like these metrics to be updated or reported?
- Are there any specific actions you'd like to be able to take based on these metrics?