Reporting

Users can use the data from the CRM without the need to export and use pivot charts. It would be helpful to have a graph they can share with others in the organization.

Reporting for Conversion ratio by LOB matched against state and national average

customers would like the ability to select multiple fields in reports. for example, the daily visit report...adding the ability to select 2 or more event types. this helps cut down on number of scheduled reports & the need to use excel to pivot

Month-over-Month historical user trending report

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...

Regional Managers will have the capability to retrieve all their territories simultaneously, rather than generating one report at a time.

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...

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...

A report function to retrieve account hierarchies. Parent accounts down to subordinate accounts. This is already being generated in the Account details section of the parent account.

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.