8 results found
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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 -
Show cancelled meetings in reporting
Once a meeting is cancelled, there is no visibility to the meeting in Chili Piper. It is only visible in the Prospect History as having been booked. It would be helpful to have a report of cancelled meetings, similar to the one that exists for booked/active meetings (including the option to open up the meeting, see when it was cancelled, and what reminders were sent prior to cancellation).
1 vote -
Add a filter to see "TOMORROW" meetings, not just all "upcoming"
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)
11 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 the "prospect history"
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 -
Re-order meeting list in the Dashboard to show soonest meetings first
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 -
utm in CSV Export
Allow UTM parameters, and other variables, to be exported as well/included in the CSV export
4 votes -
Add Timezone to Meeting Details/Admin Panel
We've had a couple instances where we have users report that our clients are booked in incorrect timezones. For instance; It should be 2pm Eastern time, but it shows 1pm Eastern time because the incorrect Eastern Timezone was selected (the one that does not observe Daylight Savings) but we have no way of confirming it. Please add this as a field we can see when looking at the event in Dashboard/Admin Panel.
3 votes
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