Reporting

i want the ability to see that my team is using hte insights data from within their crm (mobile or web) app. are they utilizing market spotlight & sales spotlight/conversation starters.

add the ability to goals to set once a quarter & each month, the goal will auto-update to the new goal at the beginning of the month.

It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...

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

Customers would like to see productivity from users that are no longer at their organization and be able to compare referral differences between the new rep and the old rep.

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.

to include a filter to identify what the providers role was on the referral/ order

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.

When analyzing visit frequency it would be nice to highlight accounts that calls out accounts that have not been visited in the visit frequency defined. IE if I define weekly visit frequency and I have not visited the account in a month it is high...

We currently have this at the user level but not at the Team & Agency