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Dashboards & Reports

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Customize ratings names

we would use this tool more if we could customize the rating names and/or add more of our own.
Jadwin Williams 20 days ago in Contacts / Dashboards & Reports 1

Drill down in Activity Report

Not sure what more detail to add. Should be obvious from the descriptions above.
John MacGilvary 5 months ago in Dashboards & Reports 1

Filter for custom date range on Activity Report

Recruiting Activity Tracker pulls data by month whereas the engagement data is pulled by days and this makes it difficult to accurately track how what the engagement was on the number of emails sent because they use differing date ranges.
Guest 11 months ago in Dashboards & Reports 3

Report showing leads by Label

I don't know what else to add. It is a pretty simple report.
Liz Persico about 1 year ago in Dashboards & Reports / Labels 1

Expand/collapse Today view widgets

As a recruiter, I want the option to shrink or collapse my New Lead and Followup panels in the Today screen, so I more easily see what I need if I have my “view leads per page” set to a high number.
Brokerkit Product Management over 2005 years ago in Dashboards & Reports / Recruiting module / Retention module 0

Report showing leads by status

A new report with these attributes: Columns by stage Rows for people by stage TTM production totaled by stage
Brokerkit Product Management over 2001 years ago in Dashboards & Reports 0

limit viewing activity report org rollup to staff users

No description provided
Brokerkit Product Management almost 2002 years ago in Dashboards & Reports / Organizations 0

Kanban board view for recruiting pipeline

No description provided
Brokerkit Product Management over 2002 years ago in Dashboards & Reports 0

Set agent growth goals and track vs. actuals

Ability to set goals for: recruiting: appointments, hires, TTM $ production recruited Retention: attrition and net growth The activity report and the activity report CSV export will be updated to show performance against goals Ability to see a rol...
Brokerkit Product Management 12 months ago in Dashboards & Reports 0