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45 results found

  1. Delete shared reports

    Outdated reports shared by previous users are in the shared list. It would be nice if they could be removed by account owners.

    1 vote

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    Prioritizing  ·  0 comments  ·  Reports  ·  Admin →
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  2. Share shared reports

    Some users no longer with our team created good reports. Although some were shared with me, I would appreciate being able to share them with new users without having to re-create them.

    1 vote

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    1 comment  ·  Reports  ·  Admin →
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  3. Account and Revenue Report

    I would like a report that shows the following:
    Account, Primary Contact, Primary Contact Phone Number, Primary Contact Email, Revenue TY $, Revenue LY $

    1 vote

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  4. Deal name on Espresso Shot

    In the recently imported section of the Espresso shot I'd like to see the deal name and be able to quickly see what revenue didn't match to a deal

    1 vote

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  5. Account Type should be a Hierarchy in reporting

    I know my AE's are calling on their billing accounts. I want to be able to see how many activities are against the prospect accounts or how pending shakes out between prospect and billing accounts.

    1 vote

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    gathering requirements  ·  0 comments  ·  Reports  ·  Admin →
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