Allow Custom Dashboard for Sub accounts
I was recently informed that the new custom dashboards are only available to the agency if when the are on the 497 plan and not its subaccounts. As a result, we are stuck with a static version of the new UI, which I find confusing, especially since I recently switched from Pipedrive.
New Dashboard Is Bad
The new dashboard UI is fine, I'm not huge on it, but the way data is being tracked now is very tough. Having it be based off opportunity status update, and not contact creation date is brutal.
Ability to customize the widgets.
There should be an option to customize the widgets look, change the date format and increase the width of dropdown filters.
💰 Dashboard Widget: Transaction Sales Data + Subscriptions Sales Data
Being able to track revenue based on Transactions in HighLevel (strip integration + HighLevel Invoices) As well as track Subscription revenue calculating Monthly Recurring Revenue and Annual Recurring Revenue
Click On Segment in Dashboard and Get Taken to Relevant Opportunities View with Correct Filter
Make it that when you click on any segment in the dashboard (for example, opportunities in the "won" status), you are redirected to the opportunities page, already filtered by date range and pipeline stage as per the date range you have in the dashboard and the segment you clicked.
Allow Sub-Accounts to switch between old and new dashboard UI
A lot of my clients are complaining about the new dashboard. While I understand the switch I think a lot of people would like to have the ability to choose which dashboard layout to use
Fix the WIDGET "Opportunity Revenue Over Time" to actually report on revenue.
The widget template "Opportunity Revenue Over Time" is supposed to sum up "revenue" but it actually sums up "lead value"...which is quite a different thing. This needs to be fixed to actually report revenue. Thanks. p.s. all the opportunity widgets that are tied to revenue have the same problem.
Don't combine opportunity status and pipeline stages in the dashboard charts
all the items in this chart match our pipeline stages EXCEPT, the system has ADDED a status (won, lost etc), which should not be there and throws off the stats. Is there way of fixing? Opportunity Status shows the WON vs LOST. Pipeline Stages should NOT include "Won" because in many pipelines, there are multiple stages that have the WON status. It not only throws off the stats, but does not reflect exactly which won stages. I think this problem also exist in the funnel view.
Opportunity Status needs a pipeline filter
Opportunity Status needs a pipeline filter just like you have already on the pipeline stages chart (both funnel view and pie chart view). For companies that have multiple pipelines, the Op Status chart is combining wins and opens etc