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Reporting

Drag and Drop Dashboard Layout

Being able to drag and drop, delete and add different elements to the dashboard and be able to reorganize the dashboard how you or your client would like to see it. HIGHLVL-I-2776

complete

Email Stats Reporting

Looking for High Level to implement a report showing the email stats in the reporting area. Would like it to show delivery rate, open rate, click through rate, response rate, etc. We have had numerous requests for this. At the very least, can you provide an option in campaigns to export the stat data? We can't do anything with it currently and have to manually copy it over to excel to provide a report. Thanks! HIGHLVL-I-3665

complete

Customized Dashboard

Be able to select items for customized dashboards. Such as contracts signed that day, deals lost that day, qualified leads incoming, estimates given to prospects. etc!

complete

Custom Field in Opportunities Report

A job category custom field has been added to an opportunity card. Be great if a report can be created showing numbers of all the different job types over a time frame or a list.

complete

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