9 results found
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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
24 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 -
Export Distribution Reports
Seeking the ability to export the Distribution Reports to Excel for additional analysis.
20 votes -
API for data reporting
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 -
Reporting metrics on personal booking links
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 -
Change Submission date column data format
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 -
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.
4 votes -
Tracking Users in-app
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 -
Meeting Tracking & Reporting - % booked in each and syncing to CRM
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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