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.
Mary Nichols
4 months ago
in Reporting
0
On Roadmap