Feature Requests

When you click into a metric in Standard/Advanced Reporting to view the list, add an option to download that list

The current way response time is tracked is flawed and does not take into account "Up For Grabs". A sales rep can cherry-pick their leads all day by letting the leads that get assigned to them go "Up For Grabs" and never get dinged for not responding to them. Only the person who is doing their job and "grabbing" these leads gets hit with the response time - inflating their real response time and lowering their close rate. This is a MAJOR FLAW in the tool and should be corrected. A custom report for leads that went up for grabs by rep would suffice as a band-aide but one is not available currently. You can only see how many leads a person "Grabbed" - not - how many leads they let go "up for grabs".

It would be really nice to see the % of leads that have come in for the month and the % that have opted-In to text. The more leads we have opted-in to text the better chance we have getting in contact with them in the future. I want to be able to see how many of our leads for the month have opted into text and have that broken down by User. If a Rep isn't asking enough of their customers to opt-in to text I would want to train them to make it part of their conversation.

Looking at Day 2 Follow-Up on Unsold in reports as an example, I think your Reporting Product Owner is looking at this through the lens of literal "Day 2" whereas they should be looking at if the report answers the question of "did we reach out to the customer the next day as a business". We are closed Sunday so even the customer's expectation wouldn't include follow-up from the store on Sunday. They would expect something Monday, or the next day the business is open. The purpose of the report is to hold stores accountable to the follow-up on unsold customers. If the stores followed up with all of the shoppers that didn't buy on the next business day, the report would reflect a 85% outcome or worse since Saturday is the largest visit day. We then apply a "hey guys you need to be at 85% or better on Day 2 follow-up" just to be at 100%. When we start applying Goals that are working around system shortfalls, then reporting loses a bit of its command and confidence. In my opinion. I can tell the teams "get to 85%" and I know our COO and CEO will say "they should be at 100%" and then we'll explain the "yeah but" of the issues in the reports ability to figure in closed days.

I would like to be able to pull reports to view users data from all rooftops vs individual stores

There needs to be a way to track who made changes in the CRM. For example, actions taken by CRM Champion users, such as account suspension, or role assignmentt.

Create a report showing sent, open, replies, and clicks for email templates. Allows a dealer to see the effectiveness of the templates they created and know what they need to do to drive engagements. Needs to also include both manual emails, auto emails, and ai emails. I attached a copy of the content performance report in VINsolutions as an example of what to look for.

Sometimes I only need to focus on a few metrics in reporting or I want to be able to see certain metrics right next to others. I'd like for the columns in reporting to match the customization options available on the Pipeline and in Mining.

Particularly for measuring the engagement of sales managers, being able to see how many @'s to the team a user completes is important. Would love to see a report with how well employees are checking their internal notifications when being mentioned (@) and that they are responding to their teammates.

As a salesperson, we should be able to see how we are doing, and for that, we need to have our own reports. Example: closing ratio, month-to-date sales, year-to-date sales, same as dead deals, etc.