Real custom sales reports - 2 years in the waiting
in progress
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Louis-Charles Halley
Let's face it, D-Tools cloud reporting is seriously lacking. It looks good but we can't use it for proper sales management.
With the amount of data/metrics entered in an opportunity/quote , we have to be able to work with some sort of report builder or custom reports and extract that data.
As a sales manager, i want to be able to generate a real monthly sales report :
By team-member
By opportunity won
To be able to see the names of the opportunities won
By change order that were accepted.
To be able to see the names of the accepted COs
Come on D-Tools! We've been asking this for a long time now!
Thanks in advance
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Ryan Schmidt
in progress
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Kyle Gallemore
Agreed. Coming from Salesforce and Zoho previously, it is very showing how lacking the CRM side of things are with D-Tools. Granted D-Tools does a lot of other things really well, CRM is not one of them. It would be very nice if D-Tools would try to mimic these other companies in their abilities to track, filter, monitor data. At a minimum custom reports. It is still perplexing to me that there is a high level of customization, yet it's still so limiting. So many custom options, but yet I'm limited to 5 types of projects. I know they will get there, but I would rather have a fully functioning and customizable project management software, than the ability to receive payments....just saying.
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Rachel Sutherland
It is a pain in the ass to run reports and fix projects if someone has selected the wrong criteria at opportunity.