Feature Requests

I would like to have a report built that would tell me all of the unsold customers we presented numbers with a trade in and would calculate the total gross we let the customer walk out of the showroom on the last proposal. The goals is to allow me to see which of our stores needs management training on how to work a deal at an enterprise level. The goal of the report is to shrink the number of missed trades we have by seeing the opporunities real time before they buy elsewhere.

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.

A graphic that shows the number of leads that we had in relation to which sources they came from, like this

i want to see the amount of email only internet leads are taken per each sales associate and their closing percentage on internet leads that the customer only provided an email address for contact.

You could make it in 2 different sections. One that would count them in business hours and 1 where it would them in after hours. I don't think it would be in an engagement report, it should be in a separate report called TIME OF LEAD.

It would be great to be able to see the percentage completion of a workplan from previous days. Or to be able to see the number of assigned tasks on a previous day in order to compare that to completed tasks.

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

It would valuable if this report could be sent out via email.

In the reports, there is only an option download - it would help to print in the style/format it is in on the screen

Bring back the "desk deal" quick link to the Dashboard instead of having to go into the customer detail screen to get a quote started.