desking tool reporting
gathering votes
A
Adam Parks
have reporting on desking performance
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
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?