Reporting

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %

Include in Stats Admission calculation those referrals and orders with a date entered outside of the criteria window. Have these represented not just in the numbers as they are today, but also in the drilldown admission data.

events to be grouped by rep with total count of events and actual completed time. This will allow managers to pull daily reports to see who planned their day prior to the day in an organized manor. by specific dates, unlike advance ae summary report

Change date range on my performance summary in Home Tab.

I will be able to utilize reports such as AE detailed account summary report to manage and rate accounts in my teams BoB from the report.

The Agency Overview is taking up too much space in the Overview page that it leads to users scrolling to the right which makes it inconvenient.

Ability to Change the Naming Convention on the Dashboard Charts

Sort by and filtering updates Daily Visit Report - client would like to be able to filter by multiple Territories (in the Select Territory drop down). Right now you can only select one territory per report. client would like there to be more optio...