Totals + Close Rate + Trigger Column Visibility 🎉
Some awesome new developments coming your way!
Here's a video walkthrough of the new features: https://www.loom.com/share/3c49c9c6d01c407da71a24571ef3bb50
1. Close Rate field
- Shows % of deals that were closed by a given salesrep or source
2. Totals toolbar (ability to see total leads that hit each pipeline stage and total profit generated, deals won etc. over a given period; shows average % that converted between pipelines.)
- The "Totals" toolbar will be powerful for assessing how the total company did over a certain period of time
- The "Averages" toolbar is preferred for comparing conversion rates and costs between sources or salesrep
- *At this time, we have to fix a small bug with the decimal point in the "Totals" toolbar. Toolbar is only available in "Source report" now but will be in "Salesrep report" tomorrow.
3. Trigger Column Visibility
- The ability to trigger the visibility of certain columns "on/off" in the report.
We will shortly (likely mid-week) by allowing for custom arrangement of the column order and a refresh. Then we will have to push this back by API to save the customization to the account.
In other good news: the backend of the source management system (as well as the UX design) is completed now. Once we push out these front end changes (as well as adding the "Time to" fields), then we can start working on implementing the source management system). Will keep everyone informed on timeline for this once we begin build next week. It shouldn't take too long now that we have backend developed.
Have a good rest of the week ☀️