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Reporting

Sales reporting

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?

planned

Revenue Report by Lead Source

Add a feature that allows a report in CRM that can break down the revenue by lead source. For ex. (Win/Loss/Open)

planned

SMS/Channels Stats Reporting

High Level should create a new reporting menu that displays similar stats as Call Reporting but of SMS or Channel activity. I think everyone would benefit if they can see stats like: Graph Total Number Sent Total Number Replied Total Number Didn't Reply Percentage Sent Percentage Replied Percentage Didn't Reply First Time Messaging Average Number of Messages per Conversation by SMS/Channel etc

planned

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