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Any progress on additional filters for sales/stats/overview?
Answered
At some point, I believe we were told there'd be additional filters added to the overview and stats pages, besides sales reps.
For example, we'd like to see how many delivery dollars vs pickup dollars we made last year. Or a breakdown of annual sales by delivery type. We have a few subcontractors that have their own delivery type for ease of organization...filtering by that delivery type could show us how many of each item is going to each part of town etc
Short of making a custom report and looking at an excel file, I don't see another way to do do this.
The same question
There has been some significant progress made on this, but it's a lot behind the scenes that are setting up a user interface to apply the filters to this page. It's first iteration, which will be somewhat limited and in beta will be rolling out soon. We've dedicated a lot of development resources to this interface update and it's a very high priority. Once this jumbojet is off the ground we expect to start cruising on adding in a lot of functionality like this because we'll have a "template" so to speak of where all these pieces and parts fit in.
There has been some significant progress made on this, but it's a lot behind the scenes that are setting up a user interface to apply the filters to this page. It's first iteration, which will be somewhat limited and in beta will be rolling out soon. We've dedicated a lot of development resources to this interface update and it's a very high priority. Once this jumbojet is off the ground we expect to start cruising on adding in a lot of functionality like this because we'll have a "template" so to speak of where all these pieces and parts fit in.
Please make sure this 'beta' roll-out happens before we all get busy in the northern half of the country :-) sounds like a nightmare to deal with in the middle of busy season between learning curve and bugs
Please make sure this 'beta' roll-out happens before we all get busy in the northern half of the country :-) sounds like a nightmare to deal with in the middle of busy season between learning curve and bugs
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