23 results found
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Export Distribution Reports
Seeking the ability to export the Distribution Reports to Excel for additional analysis.
20 votesYou can export the Meeting Activity Dashboard in Fire, which gives you all the details on the Meetings happening in your Workspace. There are more details on the Dashboard here.
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Explain disqualification
When a form is disqualified, it would be great to know why it is disqualified. This would help mitigate routing errors.
17 votesConcierge logs shows you how a prospect was routed and why they may have been disqualified!
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Report on meeting distribution for those who don't book via Concierge
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.
14 votesConcierge Fire logs allow's you to filter based on meetings not booked and see who they were assigned to - also linking you to the record in your CRM!
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Reminders Log
It would be great to be able to view a list of reminders that have been sent as well as a list of queued reminders available to the admins. This would greatly improve troubleshooting when the Sales reps claim that reminders are not being generated. Also, when offboarding a rep this could help us see what is currently going out and to whom.
13 votesIn ChiliCal you are able to see reminders that have been sent and are upcoming.
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Reschedule/Reassign on Dashboard
Ability to reassign meetings inside Chili Piper (not via Instant Booker)
8 votes -
Add a view for end users to see a summary of all of the queues they are included in
Add a view for end users to see a summary of all of the queues they are included in
6 votesIn the Demand Conversion Platform, we have a new used-in section where you can see where your shared assets such as teams, rules, and distributions are being used.
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Allow passing UTM params to routers
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 votesUTMs can be passed with Router or Scheduling links. More details here.
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Show Scheduled Date and Time in Queue History
It would be helpful for auditing and troubleshooting to be able to see what date and time a meeting was booked for in the Queue History. Currently we can only see when a meeting was booked and with whom.
5 votesThis is available in the Demand Conversion platform's Meeting Activity!
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List webpage URL within router
Ability to list the URL(s) where router code lives within router to help tracking
5 votesYou can now see the webpage in Logs. Just select the router name and when you view the log you will see the source. Screenshot attached.
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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.
4 votesWe now have a search in Demand Conversion Platform's Meetings Activity! Check out the filters and sources section.
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filter reports to disqualified - no rules match
Please add a filter so you can drill down to the Rep Availability = Disqualified - No Rules Match.
This would make audits so much easier.4 votesConcierge Fire logs allow you to filter based on Disqualified status! Check out the article linked and the screenshot attached.
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Show report for the exact selected dates
When we select a range for start-date and end-date in Reports, we display one less day for each - for example selected range 02 - 09 displays report for 01 - 08. This is confusing for users who may be wondering about data accuracy.
4 votesThis is solved in Meeting Activity Dashboard. More details here.
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Improved Prospect History Data
In the Reports tab we can hover over a person's name to see a black box with the data points on them. That box can be a little wonky to load and view on my browser where I don't see all the data. I'd love for this to be a clickable page or something that is bit more user friendly to audit the data points.
4 votesAvailable in the Meeting Activity Dashboard on the Demand Conversion Platform -- More details here
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Improved History and Distribution for Queues for Prospects Who Didn't Take Action
Currently there is no way in-app to track the distribution of leads via Queues for Prospects Who Didn't Take Action (aka DTA Queues). Additionally, current level and weighting does not apply to DTA Queues. For example, if a customer has 3 reps with weights of 100%, 100%, and 10% then DTA Queues will still distribute the leads evenly instead of following the set weights.
4 votesThis is all visible in Distributions available in the Demand Conversion Platform.
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Exporting with All Fields
Downloading 'prospect history' to analyze doesn't come with all fields automatically, and requires a lot of cross-referencing.
3 votesYou can now export concierge logs (new and improved prospect history in Concierge fire) and it includes all fields - More details here.
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Queue Results For Unmatched Form Fills
The ability to see the queue matching rules for leads who do not match any queue. When a lead matches a queue, you can click in the reporting section to see which queue it matched with, and which it did not (along with why).
If the lead does not match with a queue, you are not able to see why. This makes troubleshooting incredibly difficult.
2 votesIn Concierge logs you can now see what matched or did not match clearly!
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Remember my previous selection
Remember distro log selections (ie. last 7 days)
2 votesDistro logs now remembers your previous selection!
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View meetings booked by a specific user
Better visualization in the back end to be able to see all concierge meetings booked with a specific rep. Right now when you filter in the reports tab within a workspace and search for the assignee
1 voteThis is available in Demand Conversion Platform's Meetings Activity. Gif attached.
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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 voteThese improvements have been made in Router reporting! - Details here.
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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 voteYou can filter our Meeting Activity Dashboard by canceled and see any reminders that were sent or not. Check out more details on the Meeting Activity Dashboard here.
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