47
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.
J
John Mecham
GHL doesn't even have a lead generation summary report. I thought this was a software that cares about lead generation... and Nowhere is the summary of leads. Should have been the very first report they ever created. Blows my mind.
T
Taylor Mack
And have reports be PDF exportable! Clients love deliverables, why not get a "snapshot" view of a particular period that can be automatically sent to them.
This would allow us to consolidate all reporting into the system and be a better use case.
S
Sales & Marketing
planned
J
Jacobus Fourie
Yes and more sales specific reporting, the current reporting for sales specifically is lacking, we need a more detailed and robust sales mechanisms that reports on specific pipeline actions, with a sales forecast and management feature in mind.