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8
Changelog
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5
Downloadable Multi-Location Executive Report
Currently, only the individual location Executive Reports are downloadable. This functionality would be useful for the multi-location view as well for keeping records and communicating the value effectively.
0
32
Customize Executive Reports
Organize and hide/display sections as desired and incorporate 3rd party data to produce automated monthly reports for your partners that cover all of the solutions you're providing to them.
5
9
Visibility of when Executive Reports were opened or repeatedly viewed
Currently little to no insight into when a Business App user has viewed their Executive Report. Salespeople and admins would like to see if users are interacting with the report, when, and what sections they're specifically interested in.
0
9
AI-Powered Executive Insights
An AI-generated summary of key takeaways from Executive Reports would help me and my clients quickly comprehend results before exploring specific sections.
0
4
Visibility of which accounts have Facebook/Google connected in Business App
It would be great to have a high level view of which accounts have Facebook and Google connected to ensure they're getting the most value. It would also be valuable to see if accounts had become disconnected.
0
3
Show overlapping time periods analysis in the executive report
As a salesperson, I want to have a readable PDF of the executive report, so I can present this data in a clean fashion and my clients can download and review it themselves.
1
2
Show real-time data in marketing funnel of Executive Report
0
3
Visibility of when users have logged in to Business App
It would be helpful for salespeople and admins to see when a Business App user has logged in. Total number of logins and last login would be great to see.
0
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