Centralized reporting
planned
N
Noah Lenz
Just about every feature in the platform has it's own reports which get's confusing (not to mention there's no central design language)
Would love to see all these reports pulled into one spot: the dashboard. The dashboard should also be fully customizable to swap in/out stats, resize tiles, etc.
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A
Ana Sesaldo
We run support entirely through GHL Conversations: SMS, email, and live chat but GHL has no reporting on any of it. We currently pay for FreshDesk to fill the gap, and it only ingests email. Our SMS and live chat volume, which is most of our support traffic, is completely invisible. We're paying for a second platform and still flying blind on two of three channels.
We need a Conversations reporting dashboard, filterable by channel and date range:
Response & resolution - first response time, average resolution time, SLA breach flagging
Volume & backlog - conversations received per channel, open vs. closed, aging/unanswered queue, peak hours for staffing
Agent performance - conversations handled, response and resolution time per agent, workload distribution
GHL already holds all this data. Surfacing it natively would let a lot of us drop the external helpdesk we're paying for one that can't even see our SMS and chat.
S
Sales & Marketing
Merged in a post:
Better looking reports
D
Dr. Richard Girling
I love GHL, but the reporting UI looks like it's from 2008.
For this reason, we pay a lot of $$$$ each year to display GHL data in AgencyAnalytics.
But the ideal would be to have everything in GHL—i.e. better looking reports, plus the ability to integrate more third-party data, e.g. SEO keyword rankings.
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A
Alisa Cerney
Yasssssss!!! The custom reporting widgets are great, but they're so time consuming to create. Some basic, out of the box pre-built reports are what we need! Ideas:
- sales per product + price in a given date range
- tags applied in a given date range
- ANYTHING that tells us a "tag applied date" pleaseeee!
- New contacts created in a given date range
- subscription reports (churn, new members, cancelled members, trial members won / lost by date range)
K
Keith Besherse
Ideas Board Finds: Reporting, https://youtu.be/V_Ma2rRxpOw
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Daniel Aragon
It's important to have the SLAs reports
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Caterina Abbrescia
Defenetily needed! The new custom report is a start, but there are too many metrics missing to really use it. For example, there is no way of getting stats on SMS, reviews, no. of total messages (email/sms), cost and time savings etc.
An amazing feature would also be to have an summary and recommendations section that can be powered by AI to give customers a written overview of what happened in the previous month and what we recommend moving forward.
C
Carla Di Stefano
Yes please
L
Liv Brown
Yes please!
J
Jane Makin
yes, we need this
V
Victoria Hubert
The dashboard NEEDS to have ALL METRICS regarding funnels/pages/form submissions and email & SMS campaigns right there! As well as automations! With the ability to click and download the data RIGHT THERE! I guess GHL is meant to be a CRM, but that is not how we are using it... For us, it's just a marketing platform... It works great for that, but the dashboard is useless at the moment.... If we can show our OWN metrics from imported data (contacts), that would be AMAZING!!!
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