The reports and dashboards needs more options for reporting metrics
It exists only for revenue on the modular dashboard but I should be able to make any metric into a bar graph for month over month or whatever time frame I choose.
Most common and helpful month over month bar graph displays:
- # of calls by lead sources (multi bar graph month over month)
- # of leads by lead source (multi bar graph month over month)
- Revenue by lead source (multi bar graph month over month)
- # of unbooked calls (bar graph month over month)
- Count Unbooked calls reasons (multi bar graph month over month)
- Count of open estimates
What these reports help with:
- Determining if total count of any lead source is shrinking or growing
- Determining if unbooked calls is growing or shrinking and for what reasons
- Determining if open estimates is growing or shrinking
