Sales Data Dashboard

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Roadmap

Under consideration(8)

  1. 1

    View associated contacts of a specific filter

  2. 1

    Handle issue of recurring billing data

  3. 1

    Summary Report (Total sales, Total profit, MRR, etc)

  4. 1

    Enterprise level: Internal Accounting Costs

  5. 1

    Affiliate program

  6. 1

    Enterprise level: Churn Reports + Recommendations

  7. 1

    Report that shows click data, logins, time spent on each page

  8. 1

    Add "Time to Respond" metric

Planned(10)

  1. 1

    Visual Dashboards

  2. 1

    Integration with Accounting/Stripe

  3. 1

    Integration with ad platforms

  4. 1

    Additional CRM Integrations

  5. 1

    Custom Sales Data Dashboard Webapp

  6. 1

    Rebrand of site

  7. 1

    Selector to switch between "Updated in period" or "Generated in period"

  8. 1

    Status report

  9. 1

    Filtering system

  10. 1

    "Tag" Reporting

In development(5)

  1. 1

    Add "Time to Stage" metric

  2. 1

    Error handling

  3. 1

    Agency Metrics

  4. 1

    Hide/rearrange columns

  5. 1

    Tag/Source Management System

Shipped(7)

  1. 1

    Add Source Costs: Calculated With Spend x Assigned by Source

  2. 1

    Averages

  3. 1

    KPIs for each column

  4. 1

    % Converted Between Each Pipeline Stage

  5. 1

    Salesrep report

  6. 1

    Source report

  7. 1

    Sticky the left column

Bugs(0)

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