Reporting

Advanced AE Summary Report: Either 1.) add another metric to this that shows accounts assigned to rep that doesn't have completed activity in 120 days, OR 2.) When you click on the accounts that haven't been touched in 90 days to be able to sort b...

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.

can you add an option to show the actual points we have received for the tasks…as well as the completed tasks count?

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.

As it stands in CRM, we have to pull a separate report for each individual referral source which can be labor intensive and time consuming.

Ability to see referrals that are in pending status, the reason, and how long they've been pending.

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...

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.

Aggregated Referral source productivity reporting Month over Month Aggregated Marketer productivity reporting Month over Month Aggregated Marketer coaching reporting Month over Month Aggregated Goal reporting Month over Month

Historical Performance Analysis: Conversion Rates by Source: Analyze how many leads from each referral source convert into admissions. Look at historical data (e.g., month-over-month, year-over-year). Revenue Contribution: Track the total revenu...