Basic Math Operation
in progress
I
Ihsan Khan
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.
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R
Richard Quinn
yesn please!
A
Alejandro Palacios
MATHEMATICAL CALCULATIONS ON THE BOARDS
Since it is possible that there is no option to do basic calculations on a board...
We have to figure it out by taking the data to external platforms to see percentages based on personalized criteria.
There's even the possibility of something as basic as:
“Number of leads in the “Proposal” stage* multiplied by 70% = conversion estimate by the end of the month”
and that it will be updated as leads are moved to this stage.
Please High Level... add mathematical calculations to the boards at once and that have functions similar to Google Sheets or Excel...
The thing is that I think it's so simple... if we already have the possibility to “Count contacts with any criteria” how can we not make formulas with those resulting data?
T
Tushar Datt Upadhyay
in progress
C
Charlie Stevenson
Tushar Datt Upadhyay Woo - any ETA?
A
Amrit Dhanraaj
Tushar Datt Upadhyay this is amazing thank you guys for making this happen and putting this in motion.
If we can do calculations and create percentage widgets that's what we are seaking.
Cost per Call booked = Facebook Adspend/Calls booked
Closing Rate = Calls Closed/Total Calls Booked (with conditions)
Or being able to divide two widgets period. Databox is a great software to take this idea and mock it off from. They are doing it right.
A
Alex Serrano
Tushar Datt Upadhyay Hey can we also make sure we can do things like and have it display on Dashboards.
Also scoreboard features similar to the agent reporting would be good too.
- Booking Rate Overall and by User (Total Opportunities / Appointments)
- Conversion Rate by User (Assigned Leads - Won Leads by User)
- Show rates by Booking User
- Close Rates (Shown Calls / Won Deals)
- Custom Percentage Rates
(The amount of people who have entered a pipeline stage / by the total amount of leads) E.g. in Home Services Total Site Visit Attended (Pipeline Stage) / Total - Quote Sent (Pipeline Stage)
- Cost per appointment (Meta + Google Spent / Appointments)
- Cost per Shown Appointment (Meta + Google Spent / Shown)
- Cost per closed deal (Meta + Google Spent / Won)
- Cost per Custom Pipeline Stage = Cost per Quote Sent (Total Cost / The amount of people who have entered the Quote Pipeline Stage)
- Speed To Lead (Contact Created - First Manual Contact Time)
- Speed to Appointment (Contact Created - Appointment Booked Time)
- Time to Appointment (Appointment Booked Time - Appointment Time)
- Time to Lost (Contact Created Time - Marked as Lost Time)
- Time to Won (Contact Created Time - Marked as Won Time)
C
Charlie Stevenson
Any update on this? Under review for months.
M
Matthew Midyette
Been needing this for almost a year. Having to build out separate opportunity pipelines for added reporting causes clutter and inaccurate numbers.
I am all for workarounds, but as Charlie Stevenson said - this should've been standard with reporting.
Can anyone give an update on this?
C
Charlie Stevenson
This is essential to even basic level reporting. The fact this wasn't part of the MVP is shocking.
M
Matthew Midyette
Charlie Stevenson 10000% agree.
J
Jacob Moore
Ability to do math and filter by certain pipelines and stages would be a game changer!!
P
Pedro Uzcátegui
Please! This is so good
A
Anamari D.
Very, very, very needed feature. Hope implementation will be quick.
E
Eric DuRose
Please add this functionality! We have many different conversion rates we need to display to our customers.
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