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.
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.
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.
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.
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.
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.