View past and upcoming meetings together in a single date-range filtered view
The Meetings Activity page requires toggling between separate tabs for past and upcoming meetings. Admins who need to see both within a specific date range, such as all meetings this month or all meetings tied to a campaign, have to manually reconcile two separate views.
Allow admins to view past and upcoming meetings together in a single list, filterable by date range, so any window of time can be reviewed without switching between tabs.
A unified view is a basic usability expectation for any reporting interface. The current two-tab structure forces unnecessary context switching for the most common operational use cases, like reviewing all meetings booked this week or auditing activity for a specific rep over a date range.
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James Sharman
Hi Team + jonathon as know he's in product now.
to be candid the reporting here is a really bad solution. I should be able to report on both upcoming and past meetings at the same time and I shouldnt have to scroll to the bottom of the page every time to see more meetings. for example it always shows max 20 meetings and I have to continually scroll down the page to see more every time -it should just show the total at the top, not 20. and rely on me scrolling.
As an example i want to report on all meetings for a certain meeting type for both past and future meetings, I would also expect this to be an ai solution that I can talk to to get the answers fast with natural language
thanks
Tristen Sleeper
super helpful feature getting requested more and more as customers start depending on Chili Piper for reporting rather than their CRM tools. Would be a great UX change!
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Stephanie Schappert
This would be a big improvement to the UX.
It would make it incredibly more efficient to review the meetings being booked with my team without guessing and toggling between past and upcoming tabs.
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Stephanie Schappert
This would be a big improvement to the UX.
It would make it incredibly more efficient to review the meetings being booked with my team without guessing and toggling between past and upcoming tabs.