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  1. 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

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  2. 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

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  3. 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

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  4. Add a status column to indicate when a prospect has cancelled a call or when they are a no show

    24 votes

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    Idea  ·  1 comment  ·  General  ·  Admin →
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  5. 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

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    2 comments  ·  General  ·  Admin →
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  6. 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

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  7. Seeking the ability to export the Distribution Reports to Excel for additional analysis.

    20 votes

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  8. Please offer an API to allow us to export the data from the reports page to external data warehouses. While we can get the calls scheduled from the Salesforce events, there's a ton of other visibility from the reports around queues used, lack of availability for reps, etc. that we can't pull into our existing reporting tools.

    14 votes

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    Idea  ·  4 comments  ·  General  ·  Admin →
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  9. Right now the only visibility into usage is through Conversion and distribution reporting. But there are customer who use personal booking links more than queues for their team and we have no visibility into the quantity of meetings booked through personal booking links.

    9 votes

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    Idea  ·  4 comments  ·  General  ·  Admin →
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  10. 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

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  11. When we export reports from Chilipiper, the Submission date column is formatted as "01.11.2019", meaning Nov 11, 2019.It would be much more convenient for it to come formatted as "11/1/2019" as is standard and more easily readable by applications.

    4 votes

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    Idea  ·  1 comment  ·  General  ·  Admin →
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  12. 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.

    4 votes

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    Idea  ·  0 comments  ·  General  ·  Admin →
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  13. Want ability to see in-app stats on monthly active users org wide, per workspace, as well as meetings booked per workspace, user and org.

    4 votes

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  14. Track which meetings were booked via Instant Booker vs. Concierge/meeting link. Offer Reports to show this data and the % of meetings booked using each method. Offer the ability to sync this data to Salesforce Events.

    3 votes

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    Idea  ·  0 comments  ·  General  ·  Admin →
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