Live Dashboard vs. Live Board
under review
A
Arden Hamrick
On the new Live Dashboard it isn't possible to change the date range to look at reports for previous days or longer periods of time.
I'd like to be able to do that with like we are able to to with the LiveBoard that will be sunsetted. If you click into the opportunities or activities on the LiveBoard, the user hase the ability to change the date range. This isn't so on the new Live Dashboard, and it's an essential functionality.
Drew Adler
under review
Drew Adler
Hey Arden Hamrick - what information are you filtering to view historically? I will help point you in another direction to find the same information!
A
Arden Hamrick
Drew Adler As long as it's all in one place, that's fine. I don't want to have to pull multiple reports to get the same info I can get in one place already.
I look at Appointments, Responses, Pipeline, and Traffic. I drill down from the LiveBoard into Sources for Appointments. I look at Phone and Internet Leads on Pipeline. and I use the traffic table to look at our success, and I use the LiveBoard in general with Managers to cover a lot of ground in meetings very quickly. We look at weekly and monthly as well as Yesterday and today.