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Status Shipped
Categories Dashboards & Reports Organizations
Created by Brokerkit Product Management
Created on May 13, 0021

RELATED IDEAS

Filter to roll up pipeline report at organization level

Story Narrative

As a manager, I want to be able to see the pipeline report filtered at the organizational level, so I can see the activity of the regional managers in one place without logging into all 30 accounts

Jobs To Be Done

I want to see a rolled up pipeline of all of my accounts in a multi-account Brokerkit configuration where the accounts are linked in an organization
Pain

The activity report has an organization roll up, but the pipeline report does not so you have to log into each account individually to see the total pipeline across accounts.
  • ADMIN RESPONSE
    Dec 11, 2023

    This feature has been implemented. Please reach out to support@getbrokerkit.com with any questions about it.

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  • Admin
    Brokerkit Product Management
    Reply
    |     Dec 11, 2023

    This feature has been shipped and below is an animation of how it works:


    Screen Recordin...
    Screen Recording 2023-12-11 at 09.40.37 AM.gif
    Open full size
    Screen Recording 2023-12-11 at 09.40.37 AM.gif
  • +1