Birds Eye Agency Reporting!
complete
J
Jon Evans
I NEED to have a simple Pivot Table like this for a count on current Opportunity Stages across all locations
The Rows are obviously the locations and the Columns are the Appointment Stages and then it just displays a count of how many opportunities are in that stage for that location.
Appt Set
Upgraded LV1
Enrolled in Program
Cxl
Location 1
12
6
3
1
Location 2
30
14
6
2
Location 3
21
11
5
1
This report will literally save me about 15 hours of compiling this data. PLEASE, PLEASE, PLEASE!
HIGHLVL-I-839
S
Sales & Marketing
Merged in a post:
Basic Reporting Section (Allow PDF/Excel/CSV Export as well as Automated Reports Sent to Client)
C
Chris Forsey
I've had multiple clients ask what kind of reporting is available. It would be really nice to have a "Reports" section where we could generate at least basic reports to start.
Features of Reports:
Generate PDF
Export to CSV/Excel
Setup a Recurring Report that is generated and emailed out to someone automatically each month.
Types of Reports:
Source Report - How many leads came in from what source during a specific date range.
Tags Report - How many leads were given a specific tag during a specific date range.
Won Report - How many leads were won during a specific date range.
Lost Report - How many leads were lost during a specific date range.
Abandoned Report - How many leads were abandoned during a specific date range.
Average Response Time - This report would show how long it is taking for staff to respond to incoming messages.
HIGHLVL-I-477
S
Sales & Marketing
complete
m
matt Hidinger
Sales & Marketing: Would like to see individual campaigns as well!
S
Sales & Marketing
We have released a feature to schedule emails for your sub-accounts and send them the following data points:
- Active Users
- Contacts
- Outreach (Call, SMS, Email, FB, GMB, Instagram)
- Submissions (Forms, Survey, FB Lead form)
- SMS (Outbound)
- Appointments (Booked, Confirmed, Showed, No show, Cancelled)
- Deal Overview (Open, Won, Lost, Abandoned)
- Email (Outbound)
N
Nick Ponte
Sales & Marketing: how do we find more info?
E
Elijah Javier
This would be great. Is there an API key we can use for this to make HTTP requests?
N
Nicole Nolan
We need better agent reporting that tracks ALL activity by users regardless of who the contact is assigned to. I need to see how many calls, SMS, emails, tasks, appointments, opportunity changes, notes, etc. a user does.
N
Nishit Kotak
Would be good to see this in place
N
Nick Ponte
also being able to export links to the call recordings within the PDF Would be really powerful to show clients.
B
Brandon Burris
How is this still not a thing?
A
Anthony CRM Admin
Please vote for my request: https://ideas.gohighlevel.com/apis/p/agency-level-api
Adal Bermann
Agreed with Shanta about being able to build a custom report page... and if that's not possible, at least having a CSV data-download feature where we can pick fields we want to generate a spreadsheet report.
For me specifically, right now I want to be able to have a page that compares the performance of different CRM users inside an instance so that I can keep my sales team accountable:
Per user:
> number of calls
> number of appointments
> opportunities created
> opportunities moved to a further stage
> opps closed Won & Lost
> total revenue from New transactions made by contacts that are linked to WON opportunities assigned to that user in our "Sales" pipeline
> total revenue from recurring subscriptions of contacts that are linked to WON opportunities assigned to that user in our "Sales" pipeline
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