jmorrisQ: Reporting function
Hi,
Firstly, I am impressed with a lot of the functionality (and I'm taking my time actually redesigning some of our clinic's workflows to take advantage vs just copy pasting our old CRM to Suitedash).
I'm stuck however, as I cannot see a way to pull reports (Kevin your AI was helpful but not able to give me an answer). I can pull contacts or Paid invoices, but that is it. Is there a way to see which salesperson sold what, or open invoices, etc? I am possibly missing something.
Thanks, Joe
Mike_SuiteDash
Sep 10, 2024A: Hi Joe,
Thanks for the kind words :)
We just released the Reporting Block, which is the leading edge of a larger initiative we call "Business Health" which is designed to give you reports and visibility into the overall health of your business, including keeping Projects on-budget, profit/loss, etc.
Right now, you can use the My Invoices Block to generate and and display a list of Open Invoices and you can use the Reporting Block to see the totals of open/paid Invoices (and much more), view charts, export, etc. and this will also be available in a larger Reporting Toolkit in the near future.
RE: what Salesperson sold what, we are not yet natively tracking Salesperson commission, etc. so I can't really provide insight to that, but it is something we plan to address in the future.
So, answer is in some ways yes, but not everything is ready yet. It's on the way, but sorry I can't offer you promises or timelines.
Thanks,
Mike