Sales reporting
planned
J
Jacobus Fourie
More robust sales reporting and sales forecasting. Pipeline accumulative reporting for each quarter. The current reporting is not up to standard and it's making it difficult to convert business, as it does not cater for sales teams, reporting and sales managers to easily monitor and engage the sales team based on their performance as depicted in the sales reports.
Can we URGENTLY get this done?
D
Dave Ciup
Need better Sales Reporting currently all sales are in separate sections, Invoices, Orders, Subscriptions, etc. We need 1 section for all Monies coming in Sales, Subcscriptions, Invoices, Tap to Pay everything and then allow to filter down to the categories we want. Maybe make the Transactions section handle that.
And have some sort of Header Section similar to the Invoice Section. The style of header at the top of the page with Big Report Numbers is nice. Can show Total Revenue/Sales info Number of Sales, Customers, etc.
S
Stashanee Campbell
definitely needed urgently
S
Sal Cincotta
what i cant wrap my head around is this is open since 2022.
B
Billy Robbins
This is a really big one. When is this planned for?
M
Matt Brunetti
One of my clients is growing out of GHL and is going to Salesforce for this very reason
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Matt Brunetti
Yes this is needed. I am about to loose my best client because they are outgrowing the CRM and are going to go to Salesforce.
M
Matt Brunetti
Yes this is needed. I am about to loose my best client because they are outgrowing the CRM and are going to go to Salesforce.
Thibault Weber
We need to be able to see a sales dashboard for all products and services being sold under the agency. Ideally, being able to group products and services into folders/categories, and then being able to filter a sales report for a specific item/category of items would be great.
There is currently no summary of any sales in GHL. Even the pipeline is not really a dahsboard of sales report, it’s just a “at-a-glance view” of the sales process and how much is cold, hot, or closed.
J
Joe Betterman
I love GHL but this is a major miss. Please add the ability to create sales leaderboards based off the custom opportunity fields. Bigin by zoho does this well and this would open the doors more to many sales teams
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Иво Димитров
I will add here that we need to be able track sales from wordpress purchases made through email campaigns.
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