Interactive Reporting Dashboard
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Rebecca Boczkowski
We'd like to have the ability to see trends without having to manually export data and upload to another platform where we can make charts to see trending data related to lead performance, video and phone activity, lead source performance, etc. Alternatively, an API or other connection that would allow us to automatically export would be helpful if a dashboard is not possible.
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Jacob Coleman
Merged in a post:
Graphic and Image Based Reporting
A
Anastasia Roberts
It would be fantastic to have the ability to change reports into line graph images and pie charts. It helps to see growth. For example, if I am looking at a specific lead source and their performance, it would be helpful to have a report that shows the lead sources and their performance over the months/years/custom timeframe. I am analyzing the performance of our Tier 2 Third Party leads and don't have a way to silo out that source so if I had line graph report, I could visually see their performance over the years (especially important when I sign up for the paid program verses the free or when I add another tier to the source and can see, again visually, its performance over a set period of time).
Shelby Parker
Hey Rebecca Boczkowski, thanks for your feedback! I have a few more questions for you:
- What specific metrics or data points are most important for you to see in the dashboard?
- How frequently do you need the data to be updated in the dashboard or through the API?
- Are there any specific platforms or tools you currently use that you would like the dashboard or API to integrate with?
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Rebecca Boczkowski
Shelby Parker
- Ideally, all metrics that we see in standard and advance reporting but most importantly, internet lead performance, video & phone performance (especially Day 1 Video % and Day 1 Call % from Lead Engaged report), visit performance and fumble metrics.
- Live data would be amazing but overnight would work the same way standard/advance reporting does.
- We currently download data to a Google sheet and then upload to Zoho and build custom reports there OR download to Excel and build charts there so having some sort of integration with Zoho, Excel and/or Google Sheets would be awesome.