47 results found
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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 -
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 -
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.
3 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 -
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 -
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 -
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.
3 votes -
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 -
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 -
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 -
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…
7 votes -
Include custom Event source in payload
Ability to include the source of the Event on the SF Event Object out-of-the-box so that the same Router can be used in multiple places.
1 vote -
Report for Average time between form submission and meeting time
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.
3 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 -
Delete test "completed bookings" from prospect history
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 -
2 votes
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Allow Admins to pull reports on unique form submissions
In addition to pulling reports on all submissions, it would be extremely useful if Admins had the ability to also pull reports on strictly unique form submissions similar to Google Analytics (even if someone fills out the same form with the same/different email it only counts as 1 submission).
When conducting internal audits of our lead flow between systems we're looking at unique submissions across each system and there are cases in Chili Piper where a website visitor may submit the same form multiple times and we're unable to determine which ones are unique.
2 votes
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