45 results found
-
Block certain emails/domains/IPs/names/titles
Having an option to have a reject list and block emails/domains/IPs/names/titles or any non-custom field criteria from submitting requests.
15 votes -
Microsoft teams notification
Notification from Concierge and Distro in MS Teams.
2 votes -
Allow reporting on IP submitting form
It would be ideal and save time for both the admins and the support team if instead of needing to reach out each time to figure out the IP of the user that submitted a form, it would be logged.
1 vote -
Sum/Total distribution for each rep in a single view
A view to see the sum/total meeting and or record distribution for each rep across all the active distributions.
2 votes -
Include the prospect and hosts time zone in export
There is no way currently to see what the time zone is of the prospect, or host in the meeting activity export. This is a issue when trying to audit the most common times a meeting is booked, there is no way to actually see what time the meeting was set for.
We should be able to normalize the time, the same way the UI for meeting activity does, so we can see the actual time the meeting was booked.
1 vote -
Reporting on Pipeline Generation
It would be interesting to automatically associated meetings through Chili Piper with pipeline generation and display that within the Chili Piper dashboard. This would help report ROI and give us a look at pipeline coming through Chili Piper.
1 vote -
Reporting Metric Ideas
Would be great to capture the metrics below for reporting dashboard:
• Attendance rate: The percentage of people invited who actually showed up.
• Participation rate: How actively people joined in during the meeting, like sharing ideas, asking questions, or making comments. Not sure if this can be done.
• Number of meetings: How many meetings happened in a set time. Including trends compared to same time last year.
• Average meeting duration by sales person would be interesting
• Time spent in meetings: Total hours individuals or teams spend in meetings over time.
• Most popular meeting time would…1 vote -
Visibility in skips in Handoff
There's no visibility for managers/admins into if Bookers are consistently skipping Assignees. They want to see the date and time someone was booked, by whom, and who was next in line. Currently to do that it's manually looking at the meeting History and trying to find patterns.
It'd be even better if Chili Piper could proactively alert admins to Assignees consistently being skipped and/or a Booker that is consistently skipping people.
4 votes -
Create a custom report
A way to configure custom reporting so that we could bring in the fields we would like to be able to report on at our fingertips.
1 vote -
Data on popular scheduling times
Data and reporting on the most scheduled or most popular times to schedule with Chili Piper
2 votes -
Additional Columns for Dashboard CSV Download
It would be super helpful to have 'Booked By', 'Account' and 'Guest Name' in the CSV when downloading a Dashboard report for better analysis.
4 votes -
Tracking number of slots available when booking a meeting
It would be useful to have more visibility on how much time / flexibility is being offered when people use a queue link or Concierge.
For example, are prospects seeing only a couple of slots when they click, or are there many slots available? Is time offered only a few days out, or is there always something available at our minimum lead time?
I will use this data to work with the team to make sure we have enough staff on this function so that we are offering more than ample times for prospects to book with us.
I think…
10 votes -
End users to use the Reassign function in the Dashboard
Allow end-users, not admins, to use the Reassign feature in the Dashboard.
Currently, only admins or workspace admins can use this Reassign feature. This poses an extra step that will be more streamlined if the end-users can Reassign their own meetings.
14 votes -
Create a Calendar view in Meeting Activity
Pull together a calendar to show all the booked meetings via chilipiper (and sortable by assignee) in the Prospect History report. Would help understand where leads are booking, and which ones have come and passed
1 vote -
Data on attends
It would be extremely helpful to see true attend rates for meetings. Chili Piper has access to calendar info so I wonder if there is a way to manipulate data to determine if users truly show up for a meeting or not. This would be EXTREMELY useful to showing accurate attend/no show rates.
1 vote -
Combine No Show and Cancel SF fields
Combining the no-show and cancellation fields in SF to reduce the number of custom fields a customer needs to install.
3 votes -
Allow Admins to subscribe to In-App Reports that can be emailed to them on a defined time interval
It would be useful to be able to subscribe to the in-app reports - ex: subscribe to receive reports on analytics of concierge on a daily, weekly, monthly basis etc....This way admins get a time based recap on the metrics they care about measuring for their team - all sent to them in an overall recap via email
22 votes -
API for data reporting
Please offer an API to allow us to export the data from the reports page to external data warehouses. While we can get the calls scheduled from the Salesforce events, there's a ton of other visibility from the reports around queues used, lack of availability for reps, etc. that we can't pull into our existing reporting tools.
15 votes -
Error notification to admin
It would be great to have the option to trigger a notification when an error occurs in Distro.
1 vote -
Share info as to why Designated Assignee wasn't chosen
There are a lot of reasons why a Designated Assignee wasn't chosen in a Handoff use case and being able to pull reporting on this will help increase utilization of licenses.
2 votes
- Don't see your idea?