Dashboard Stats for Each Team Member | Dashboard

Dashboard Stats for Each Team Member

complete

Ty Austin

Have the ability to show the Dashboard Funnel Stats for each team member. This will show who is performing and who needs more training. Vital for every local business to knowing their numbers and increasing revenue.

HIGHLVL-I-1026

January 29, 2020

Sales & Marketing

marked this post as

complete

Joe Hall

Sales & Marketing where?

Sales & Marketing

Merged in a post:

Sales rep dashboard

michael kellim

Creating a dashboard that will allow reps to see current stats such as sales made per rep, calls made per rep, all of this with live data. This will keep our teams much more motivated.

HIGHLVL-I-1641

December 14, 2023

Marc Laframboise

Would be nice to have reporting on agent who booked and user who took the call on stats like: show, no show, cancelled, won, % etc

Sales & Marketing

Merged in a post:

Company employee performance tracking/reporting

Ed Neues

My clients need employee performance tracking/reporting e.g. Calls made, customers reached, left messages, returned calls, not interested, became an opportunity, closed deals

HIGHLVL-I-527

May 22, 2023

Liam Benson

Being able to quickly pull these reports would be fantastic. My agency manages high volume sales teams and not being able to quickly pull timeframed employee data hurts.
I'd like to quickly see:
Dials
Completed
Dial Time
Talk Time

Pete Rakozy

And appointment status reports. Ideally with customizable status options like:
No Show
Show - Qualified
Show - Unqualified
Reschedule
Etc.

Sales & Marketing

Merged in a post:

More reporting options

L L

HighLevel needs way, way more options for reporting. Opportunities-level, but also Team Member-level. I want to be able to pull out reports, for example, about which team member has been leaving the most notes for opportunities, which team member transferred most leads to a certain pipeline column etc

HIGHLVL-I-1261

May 10, 2023

JRBALLER@VERIZON.NET

Be able to filter the Dashboard for Opps better:
Please refer here:
https://ideas.gohighlevel.com/dashboard/p/filter-opportunities-on-dashboard
https://ideas.gohighlevel.com/dashboard/p/filter-entire-dashboard-by-pipeline
https://ideas.gohighlevel.com/dashboard/p/filter-dashboard-opps

Jay Weigle

In addition to what's being discussed here, I'd like to see # calls made and length of each call, or even avg length of calls, so we can better manage outbound sales activity of a sales team.

Nicole Nolan

YES!!! I need to see a full list of ALL activity from each user each day to see how many tasks were completed, pone calls made, completed, voicemails left, SMS sent, etc. I had this on my old CRM and now I cannot manage properly when I have no way to track activity.

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