Sales reporting
planned
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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?
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Q
Quinn Conahan
We switched our business to GHL from Honeybook because the automations made our lives so much easier. However, as I can see evryone agreeing, it's crazy that there is not a tab for me to click that says "I have made X dollars this month and I am going to make Y dollars next month." This platform can learn a lot from looking at others and I think the reporting on Honeybook should be a must-have feature here. Show me my Booked Revenue by date criteria, sales, project income based on open invoices, etc. I can't be left responsible to go find these values myself to see how I am doing.
A
Alex Tkachenko
I hate how you have to pay 500$ for any reporting along with no advanced reporting. Will this be included in the 100/mo plan? There are so much software out there that have this for cheaper .I hate having to export into csv and then plug into google sheets to see which source has sold the most by date . I think yall really need to do much better on this .
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Cheryl Condon
Alex Tkachenko for real...this is a BASIC feature that EVERYONE should have access to..If i knew it wasn't something provided already i would have never switched to GHL!
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Alex Tkachenko
Cheryl Condon I like it but yeah could do much better tbh .
C
Cheryl Condon
Alex Tkachenko i was told on some thread on FB by the PTB that this was supposedly going to be available for us lowly $97/month folks in some form in the second quarter of 2025....I'm not holding my breathe tho...🤷🏼♀
A
Adelina Popa
Sales & Marketing do you have any update here? is insane that we don't have this?
K
Kevin Russell
Yeah, this is just basic things here....fundamentals....
A
Adrian Waldron
Correct me if I'm wrong, but to effectively "sell" products through a platform, a FUNDAMENTAL pre-requisite must be reporting. This isn't gumroad... and even gumroad has reporting BY product + custom prices by date range... smh
D
Deo Danguilan
Adrian Waldron Exactly what I was thinking about. Specific sales reporting per product (i.e.), is essential and basic. Ain't it?
K
Ken Wood
We absoutely need basic sales reporting by month, product and price. There's no excuse to not have such a fundamental feature.
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Brett Murray
Ken Wood 100% agree Ken. The fact this basic function is missing and has been planned for nearly 18 months without any progress isn't great.
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Justin Milligan
I'm leaving after the trial because the platform does not have BASIC sales reporting for ecom. How silly is that?! We've sold thousands of products through direct links and have no way to show it to the client.
C
Cyle Sicurella
Simple Sales Report: I sold $1,500 worth of "x" Product this month. Need the ability to filter by product and say generating x revenue from this product vs others.
B
Brad Bingham
Cyle Sicurella the fact this is not available is INSANE
B
Brian Cook
Cyle Sicurella also went for this one too.
J
Josh Blyth
Speed to lead stats, as in being able to report on how fast a sales person is responding initially to an incoming lead, would be fantastic!
S
Samuel Wood
Any ETA?
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