Dashboard

Within the opportunity widget, filter options are limited to: Date Created Date Last Updated Date of Status Change These selections are available in the "View by," "Date Property," and "Conditions" dropdown fields. However, we have customers who need to filter opportunities based on their own unique criteria, represented by custom fields in the opportunity. Allowing to filter opportunities using custom fields will significantly enhance the flexbility of the opportunity widget and the reports that can be generated.

We've been receiving feedback from new trial customers who signed up through Stripe regarding login difficulties. Upon investigation, we've identified three significant issues hindering their initial login experience: Upon clicking the activation email's Login button, customers are briefly shown the Set Password screen before being redirected to the login screen. This doesn't give them enough time to set a new password. Loading time is notably sluggish, creating frustration for new users. Upon entering the verification code and initiating login, customers are momentarily led to believe they've successfully logged in to the CRM, only to be redirected back to the verification screen. This cycle confuses users, leading them to attempt code confirmation repeatedly, only to receive an error message indicating the code has already been used. These issues are very crucial as it creates an impression that the system is unreliable and deter trial customers from continuing with their subscriptions.

Would be nice to be able to download a PDF or connect to Looker Studio for shareable reports

Having all of the financials available as widgets within the dashboard. So we can say check monthly paid invoices month by month to see historical paid invoices over time periods. Or say how many invoices by periods or how many unpaid, overdue etc. Then also be able to see other financials like sales made from forms, order forms, pay links, POS Tap To Pay, by products etc etc. All great data that we should be able to customize to see the necessary reports/kpi on the financials done from within GHL.

I currently have our sales teams goals on a whiteboard, but since the reporting is already done in high level, I would love to be able to set goals and see chart progress, or even compete with other salesmen, front and center on the dashboard. Great CRM, would be great to manage the sales team goals front and center too.

Editing the default dashboard for every account is incredibly labor intensive.

It would be really helpful if we can add a widget for funnel stats as well in the dashboard

Add a basic math operation widget where we can perform calculations to get conversion rate. It would be giving each count widget an id OR setting them as variable to perform the calculation.

Allow for conditional logic on the dashboard widgets; show specific data points and widgets based on conditions. This would allow for widgets to visible or hidden when the condition is met or not met.

Last time I checked you have to manually copy over you custom dashboard to sub-accounts. It would be nice to just have the custom dashboard in the snapshot and then it automatically goes to the dashboard when the snapshot is imported and it is set to DEFAULT! Thanks