Make the Standard & Advanced Reporting Metrics Clickable / Drillable
complete
H
Hannah Elliott
We need to be able to click into the reporting numbers so we can see the raw data that goes into each number.
Drew Adler
Merged in a post:
Add a new suite of reporting under Business Intelligence
Jonathan Schultz
Customize any number anyway you would like to create amazing reports and dashboards!
Michele McCoy
complete
Thank you for your feedback requests and supporting votes. Standard and Advanced Reporting is now drillable!
Currently Drillable: All Standard Reports, Delivery Summary, Days to Conversion, and Days to Delivered - The rest are coming soon!
https://drivecentric.canny.io/changelog/drill-into-standard-and-advanced-reports
J
Jacob Coleman
Merged in a post:
Reports
D
Dawn Owens
It would be nice to have an ROI report where we could click on the number of leads for each source, and it would show the customers for that lead type.
J
Jacob Coleman
Merged in a post:
Daily Activity
K
Kayla Rushing
Implement clickable options in daily activity and other reports, allowing users to view specific customer interactions for calls, texts, and emails. This enhancement would streamline the process of monitoring and evaluating individual salesperson activities.
J
Jacob Coleman
Hi Kayla! We've recently completed an enhancement that allows you to click into the numbers on the Standard and Advanced reports. Keep an eye out for that enhancement in the coming weeks!
Drew Adler
Merged in a post:
Clickable drillable reports! I want to be able to click a report that shows closing or leads or etc and be able to drill into the number.
E
Erikka Wells
Shelby Parker
Great to hear your perspective, Kayla Rushing! I have a few more questions for you:
- Can you provide examples of the specific customer interactions you would like to view in the daily activity and other reports?
- What information do you expect to see when you click on the options in the daily activity report?
- How do you currently monitor and evaluate individual salesperson activities, and how would this enhancement improve that process?
Drew Adler
in progress
M
Matt Miranda
please!!! Would be super helpful
D
Dennis Michael
Report numbers should be interactive with ability to click for data.
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