The ability to group reports (eg Sales activity, Revenue) by client company
There are lots of different things that we need to report on at client company level such as sales activity, sales revenue, projected sales, active jobs. The team is frustrated by the fact that we can get client company into the data behind the dashboard, but that we can't group it to display dynamically - instead we have to export the data and manipulate it outside Firefish
Jo Young
shared this idea
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Julie C
commented
really important to have for client CRM
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Kate Redfern
commented
Client view extremely important to understand our pipeline.
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Elie Azzi
commented
This is extremely vital for our reporting and allows us to allocate resources based on each client performance
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Kathryn Zambrano
commented
It is vital for our client reporting
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Katie Edisbury
commented
On the report dashboard, it would be great if there was a way to filter company name (i.e. run a placement report on the dashboard and filter to just see the placements for one specific company)
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Scott Sorbie
commented
We would like to be able to filter our sales totals on the reports dashboard by company - allowing us to see which companies spend the most with us.