64 results found
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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.
2 votes -
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 -
Improved reporting for Distro
It would be useful to be able to see a top-level view of routes, for example, how many records were assigned to each team and route, ideally with a timeframe selector. This would help view team distribution ensuring one team is not being overloaded compared to others.
1 vote -
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 -
Explain disqualification
When a form is disqualified, it would be great to know why it is disqualified. This would help mitigate routing errors.
17 votes -
Exporting with All Fields
Downloading 'prospect history' to analyze doesn't come with all fields automatically, and requires a lot of cross-referencing.
2 votes -
If the guest form was used to book a meeting, show the email address when viewing the meeting record from the dashboard
If the guest form was used to book a meeting, show the email address when viewing the meeting record from the dashboard. If someone books with the guest form and Chili Piper was unable to create the record in CRM, we have no way to track down the email address used and manually create the record in CRM. (We would have far greater errors if we had Chili Piper set to create the contacts all of the time; there are reasons we cannot do this.)
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 -
Add Tags on Distribution Report to Identify How Meetings Were Booked
In the Distribution Report, it's not clear which meetings were booked
Manually, Booked through Chili Piper by your users, Booked through Chili Piper by through a booking link, Cancelled events or Skipped turns. I only get an overall view and it would be nice to have a dot next to each calendar meeting to indicate how it was booked.1 vote -
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.
13 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 -
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 -
Tracking number of slots available in a queue 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…
7 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 -
Canceled and no-show reporting
Add a status column to indicate when a prospect has cancelled a call or when they are a no show
23 votes -
Add search function to dashboard filters
As an admin, I need the ability to quickly search for a single user's events, so I can quickly find their Chili Piper events.
[Workspace] >> Dashboard >> Add Filter >> Value (make Value searchable)
Need to be able to search for a specific value instead of scrolling through lots and lots of usernames.
3 votes -
Export Distribution Reports
Seeking the ability to export the Distribution Reports to Excel for additional analysis.
19 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 -
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.
2 votes
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