9 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.
7 votes -
Gong Engage - Manage Event creation in Salesforce
For customers using Gong Engage with Salesforce, we need a solution that allows Chili Piper (CP) custom fields to be sent to Salesforce even when Gong Engage creates the event, without generating duplicates. This would let CP enrich Salesforce events while Gong handles event creation.
Currently, customers must choose between letting Gong Engage create the event—losing CP data—or having CP create it, which can be uncomfortable. Gong creates events for all external calls, while CP only creates events for meetings booked through it. Often, some teams use CP and others do not, but all teams use Gong. Disabling Gong’s event…
5 votes -
Change the way "Prospect didn't book a meeting" notification creates the "See Prospect in Salesforce" button
The "See Prospect in Salesforce" button gets the prospect information only when the Salesforce option "Chili Piper creates lead in Salesforce real time".Change the behavior to make the button also works when the lead is created externally (via HubSpot for instance) before the notification is sent out.
5 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.
5 votes -
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.
4 votes -
Personal Dashboard shows not just meetings assigned to you, but also meetings you booked for someone else
At the moment, if you go to your dashboard in "my workspace" you can see only the meetings that are assigned to you.
It is very common that bookers book for other people and they want to track those meetings they booked in the dashboard. It would be helpful to have those meetings you booked (but are not assigned to you) in the dashboard so you can track.
3 votes -
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…2 votes -
Select Meeting Types (after booking) for Meetings not booked with Chili Piper
Saw this capability with outreach, and thought having the same with ChiliPiper would be good. When you go to schedule a meeting on your calendar, or have a meeting put on your calendar by a customer/partner who DID NOT book with CP, there should be a way to easily note what type of meeting it is.
The idea would be to have a drop down in the calendar invite which allows users to pick the meeting type. This will help RevOps teams better audit what meetings reps are taking.
1 vote -
The possibility to filter by Accounts in the meetings dashboard
At this moment it is not possible to filter the meetings in the dashboard by Accounts and having this possibility would help our customers to achieve their report goals and to track the necessary information related to each account individually.
1 voteWill be included in Conversion reporting
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