we have a report (AE Advanced Summary Report) that shows calls WTD, but a quick call summary count by day would helpful to get a quick snapshot of a liaison's week. example: Mary completed 30 calls this week - Monday: 3 calls, Tuesday: 5 calls, etc.
Mary Nichols
12 months ago
in Reporting
0
On Roadmap
Users would like an easier way to see changes in referral trends. Below are two examples where users would like to have visibility to trends that they currently have to sift through data for:New referral sources. Presently, when new referral sourc...
Alex Chesnutt
almost 3 years ago
in Reporting
0
On Roadmap
As a sales rep, I want to be notified if there is a significant change in data for sources (quarterly) or other data points that may be critical to my interactions with referral sources.
Meredith Lawler
almost 3 years ago
in Reporting
0
On Roadmap
