Skip to content

Reporting

Categories

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

59 results found

  1. Add a filter to see "TOMORROW" meetings, not just all "upcoming" ALSO add the ability to set date range to just one day (same start and end)

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Add a status column to indicate when a prospect has cancelled a call or when they are a no show

    14 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 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

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. When leads come inbound and don't book a meeting, Chili Piper assigns them to my sales team. I would love to see a report, similar to "Calibration Reports" that shows me the # of leads distributed per rep as well as a link to those leads so I can audit to make sure my reps are following up accordingly.

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Fairness  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Seeking the ability to export the Distribution Reports to Excel for additional analysis.

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 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.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Dashboard  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Including no show data here would be very helpful.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Please add a filter so you can drill down to the Rep Availability = Disqualified - No Rules Match.
    This would make audits so much easier.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Form Router  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. It would be awesome to be able to have the option to receive a daily report of form submissions emailed to certain users.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  1 comment  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. My very next meeting is the most important meeting. Everything else should be re-ordered so it is on top.

    Currently the display order for meetings in the Dashboard is by date, with the latest meeting at the top. This is not helpful because I have to scroll down and find today's date to see which meetings I have today. The past meetings should be in a separate list at the bottom. The upcomming meetings should be displayed in chronological order: soonest to most distant in the future.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. When testing concierge, users make test submissions that sometimes are actually booked meetings. Currently, you can only delete test meetings that are not booked by adding "?debug=true" as per this article https://help.chilipiper.com/hc/en-us/articles/360053800073-How-do-I-remove-a-prospect-from-Prospect-History-

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Currently UTM params can only be passed to direct booking links which greatly undermines their usefulness. Please allow us to pass UTM params through routers and queue links.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Form Router  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Concierge live video/phone reporting on which reps were called and who did or did not accept a meeting.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Routing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Add a view for end users to see a summary of all of the queues they are included in

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Assets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Similar to the No Show Button. Allow assignees to tag meetings as "Disqualified" for meetings our reps have that do not meet our criteria for an opportunity and credit them back a meeting. This would be extremely helpful for our users to give feedback to marketing and SDRs and eliminate us having to create an opportunity in Salesforce just to simply closed/lost it immediately. Would also allow us to see which meetings are "Good", no showed, cancelled, and "disqualified"

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Fairness  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. The current User UI shows the license type, default workspace, and other workspace that a user is included in - which is a very good view. BUT, if you export it, the reports looks so complex - the license type is not there, the workspaces are presented as columns. To be able to export it as is (like the UI) would be great

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Exports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. It would be useful to have a report that shows the average time per router, between a form submission and the selected meeting time, for any given date range.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  CRM Router  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Right now, when you click on a meeting in the dashboard, you can see if a meeting was accepted or not. It would be nice if there was a boolean column in the dashboard that let you know if the main guest has accepted the invite not or yet. That way we could filter by this in the dash and put proactive outreach measures in place other than reminders.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Logs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. 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…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3
  • Don't see your idea?