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Feature Suggestions for Maximizer CRM

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6 results found

  1. When we drill down from the Dashboard the Column Setup associated with the search catalog for this Dashboard indicator should be displayed

    The dashboard indicator is assiciated with the search catalog
    and the search catalog has option to assiciate the column setup with it
    when we use this catalog the column setup changes automatically if associated column setup is defined.

    BUT from dashboard when we drill down the same thing does not happen.

    it would be highly useful because there are plenty of User Defined Fields and when we drill down we actually want to see the data that gives insight of this performance indicator.

    and we cant tell the decission makers to remember and change perticular column setup.

    18 votes
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  2. Trend reports

    I'm asked for support for Dashboard KPI values tracked over time.

    eg. Total Pipeline value KPI tracked over a Daily, Weekly, Monthly or Quarterly as a graph against time. If you want to get really cool add a second line on the chart with the value for the previous reporting period or same period last year.

    There are two factors here: The sample period, and the reporting period (width of the chart in time).

    15 votes
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    Available now in Insights module. Pipeline KPIs tracked on the ‘Sales Overview’ dashboard and the time period can be changed on the fly in the dashboard filters.

    Insights is a Maximizer add-on released for CRM Live November 2019 and on the roadmap for on-premise.

  3. Add: 30 days, 60 days, 90 days to the Rolling date ranges when searching

    right now, there is this month, next month, last month, but these are calendar months only.

    43 votes
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  4. Dashboard - drill down

    Would be great to have the ability to drill down on a dashboard pie wedge (from a maximizer search catalog) and display the corresponding data in the address book.

    12 votes
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    Released  ·  Connie responded

    This is now available in our Summer 2012 Release! Group edition, Entterprise edition and CRM Live!

  5. 46 votes
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    Released  ·  Jogi Nijjar responded

    Icon improvements are always a work in progress. In Winter 12 we have extended icon support allowing you, in some cases, to select your own (such as in Appointments and Tasks). In other areas, R&D is looking at revamping the UI to bring consistency to the application which will include some newer icons.

  6. Easier to configure reports

    Drag & Drop, direct SQL queries, excel like pivot tables

    29 votes
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